CIK: 0001259671
申告総資産額
$13.4億
上位200銘柄を表示中（全204銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.72% | -0.65% | +0.54% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.04% | — | -1.63% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-その他 | 4.69% | -0.12% | +4.53% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.26% | — | -6.37% | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 2.96% | -0.17% | +5.51% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.88% | -0.15% | +2.85% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.63% | +0.18% | +6.95% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.08% | — | +2.13% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.87% | -0.06% | +0.61% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.07% | +0.28% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.66% | — | +0.35% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | — | +5.64% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.60% | — | +0.45% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | +0.50% | |
| 15 | CB | Chubb Limited | 株式-金融 | 1.19% | — | +2.17% | |
| 16 | VOX | Vanguard Communication Servi | ETF-その他 | 1.14% | — | +1.10% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | — | -0.48% | |
| 18 | CMI | Cummins INC | 株式-資本財 | 1.07% | — | +4.35% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.05% | — | -8.54% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | -0.95% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.97% | — | +1.42% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.87% | — | -1.07% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.86% | — | +0.44% | |
| 24 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.85% | — | +5.03% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.85% | — | -0.78% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | +1.96% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | +0.61% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.71% | — | -3.01% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +0.14% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | -0.69% | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | — | +1.78% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.70% | — | +3.24% | |
| 33 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.69% | — | +3.50% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.66% | — | -8.73% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | — | +6.64% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.64% | — | +2.81% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.62% | — | -0.65% | |
| 38 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.60% | — | +6.99% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -1.20% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | -0.07% | +2.60% | |
| 41 | AFL | Aflac INC | 株式-金融 | 0.58% | — | +2.01% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.58% | — | +1.42% | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.58% | — | +1.41% | |
| 44 | PRU | Prudential Financial INC | 株式-金融 | 0.57% | — | +0.16% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | +0.69% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.34% | -3.19% | |
| 47 | 9990302D | Apache CORP | 株式-その他 | 0.55% | — | +3.80% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.53% | — | +3.46% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +0.53% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.50% | — | +8.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.2% | +2.13% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.1% | +0.45% | 増加 |
| 3 | VHT | Vanguard Health Care ETF | +0.1% | +4.53% | 増加 |
| 4 | VFH | Vanguard Financials ETF | +0.1% | +5.51% | 増加 |
| 5 | CVS | Cvs Health CORP | +0.1% | +0.61% | 増加 |
| 6 | NSC | Norfolk Southern CORP | +0.1% | +1.42% | 増加 |
| 7 | MPC | Marathon Petroleum CORP | +0.1% | +0.26% | 増加 |
| 8 | PSX | Phillips 66 | +0.1% | +0.35% | 増加 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -1.20% | 減少 |
| 10 | VFC | Vf CORP | +0.1% | +296.41% | 増加 |
| 11 | AXP | American Express Co | +0.1% | +3.41% | 増加 |
| 12 | FDX | Fedex CORP | +0.1% | +8.93% | 増加 |
| 13 | AEP | American Electric Power Company, Inc. | 0% | -1.07% | 減少 |
| 14 | ORCL | Oracle CORP | 0% | +2.81% | 増加 |
| 15 | DE | Deere & Co | 0% | +8.58% | 増加 |
| 16 | AAPL | Apple INC | 0% | +2.37% | 増加 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.85% | 増加 |
| 18 | PRU | Prudential Financial INC | 0% | +0.16% | 増加 |
| 19 | MET | Metlife INC | 0% | +1.42% | 増加 |
| 20 | VGT | Vanguard Info Tech ETF | 0% | +0.54% | 増加 |
| 21 | MO | Altria Group INC | 0% | +1.96% | 増加 |
| 22 | VXUS | Vanguard Total Intl Stock | 0% | +6.95% | 増加 |
| 23 | CB | Chubb Limited | — | +2.17% | 増加 |
| 24 | CMI | Cummins INC | — | +4.35% | 増加 |
| 25 | YUM | Yum! Brands INC | — | +5.03% | 増加 |
| 26 | CL | Colgate-palmolive Co | 0% | +0.44% | 増加 |
| 27 | CVX | Chevron CORP | 0% | +5.64% | 増加 |
| 28 | KO | Coca-cola Co/the | 0% | -0.48% | 減少 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | +0.61% | 増加 |
| 30 | JNJ | Johnson & Johnson | -0.1% | +0.28% | 増加 |
| 31 | ✓ | Mondelez | -0.1% | -38.33% | 減少 |
| 32 | FE | Firstenergy CORP | -0.1% | -30.13% | 減少 |
| 33 | VB | Vanguard Small-cap ETF | -0.3% | -1.63% | 減少 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 36 | SUN | Sunoco LP | — | NEW | 新規購入 |
| 37 | VPU | Vanguard Utilities ETF | — | NEW | 新規購入 |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | — | EXIT | 全売却 |
| 39 | IWV | Ishares Russell 3000 ETF | — | NEW | 新規購入 |
| 40 | ✓ | Noble CORP | — | NEW | 新規購入 |
| 41 | STNE | StoneCo Ltd. | — | NEW | 新規購入 |
| 42 | PNC | Pnc Financial Services Group | — | NEW | 新規購入 |
| 43 | WMB | Williams Cos INC | — | NEW | 新規購入 |
| 44 | NSUSD | Nustar Energy LP | — | NEW | 新規購入 |
| 45 | ✓ | Powershares ETF Trust | — | NEW | 新規購入 |
| 46 | TRGP | Targa Resources Corp. | — | NEW | 新規購入 |
| 47 | ✓ | Powershares Dynamic Software | — | EXIT | 全売却 |
| 48 | RTN1USD | Raytheon Company | — | NEW | 新規購入 |
| 49 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 50 | ACN | Accenture plc | — | NEW | 新規購入 |