CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1092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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.04% | — | -3.10% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.04% | — | -3.18% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 2.49% | +0.16% | -2.81% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.22% | — | +0.13% | |
| 5 | MMM | 3m Co | 株式-資本財 | 1.85% | — | -1.17% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | — | -0.89% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.73% | -0.19% | -7.53% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | -0.14% | +1.21% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | -0.14% | -5.04% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.57% | — | +2.06% | |
| 11 | EMR | Emerson Electric Co | 株式-資本財 | 1.38% | — | -0.21% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.36% | — | -5.48% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.22% | — | -2.11% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | — | -3.27% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.16% | — | -1.22% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.22% | -3.19% | |
| 17 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.13% | — | +2.60% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.06% | — | +1.07% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.97% | — | -3.33% | |
| 20 | GOOG | Alphabet A | 株式-通信サービス | 0.92% | — | -2.16% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 0.87% | — | -0.94% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.86% | — | -9.00% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.86% | — | +15.02% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.86% | — | -0.23% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.34% | -3.35% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | -4.05% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | -0.24% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.82% | — | +17.80% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.14% | +7.97% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | -0.13% | -5.76% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | +0.31% | -0.41% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +2.03% | |
| 33 | TWXCHF | Time Warner INC | 株式-その他 | 0.78% | — | -0.40% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -1.03% | -17.42% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | -2.38% | |
| 36 | SLB | Slb LTD | 株式-エネルギー | 0.75% | — | -1.18% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | -1.32% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | +0.14% | -2.08% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | -32.07% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.71% | — | -7.53% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.67% | — | -7.29% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.67% | — | -2.12% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | -0.52% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.64% | +0.14% | +1.73% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.61% | — | +28.47% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.14% | -8.32% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.59% | — | -10.76% | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.58% | — | -0.66% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | -0.86% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.54% | — | +0.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +0.7% | -3.35% | 減少 |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -3.18% | 減少 |
| 3 | NSC | Norfolk Southern CORP | +0.2% | +58.26% | 増加 |
| 4 | MMM | 3m Co | +0.2% | -1.17% | 減少 |
| 5 | INTC | Intel CORP | +0.2% | +17.80% | 増加 |
| 6 | TJX | Tjx Companies INC | +0.2% | +206.89% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +1.21% | 増加 |
| 8 | GOOG | Alphabet A | +0.1% | -2.16% | 減少 |
| 9 | CAT | Caterpillar INC | +0.1% | +15.02% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +7.97% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | +1.07% | 増加 |
| 12 | VMWEUR | Vmware Inc-class A | +0.1% | +7479.59% | 増加 |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.1% | +28.47% | 増加 |
| 14 | GLD | Spdr Gold Shares | +0.1% | +183.56% | 増加 |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +207.73% | 増加 |
| 16 | AXP | American Express Co | +0.1% | -0.23% | 減少 |
| 17 | ABBV | Abbvie INC | +0.1% | -3.27% | 減少 |
| 18 | DUK | Du Pont E I De Nemour&Co | +0.1% | +2.60% | 増加 |
| 19 | MCK | Mckesson CORP | +0.1% | -0.66% | 減少 |
| 20 | DVA | Davita INC | +0.1% | +5629.20% | 増加 |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +48.99% | 増加 |
| 22 | MDY | State Street Spdr S&p Midcap | +0.1% | +2.06% | 増加 |
| 23 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +17.75% | 増加 |
| 24 | CVS | Cvs Health CORP | +0.1% | +0.02% | 増加 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -3.10% | 減少 |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.13% | 増加 |
| 27 | DIS | Walt Disney Co/the | +0.1% | -2.38% | 減少 |
| 28 | AMZN | Amazon.com INC | +0.1% | -8.32% | 減少 |
| 29 | BLKCHF | Blackrock INC | +0.1% | +0.52% | 増加 |
| 30 | GS | Goldman Sachs Group INC | +0.1% | +9.89% | 増加 |
| 31 | AAPL | Apple INC | +0.1% | -7.53% | 減少 |
| 32 | KO | Coca-cola Co/the | 0% | +2.03% | 増加 |
| 33 | EMR | Emerson Electric Co | 0% | -0.21% | 減少 |
| 34 | JNJ | Johnson & Johnson | 0% | -0.89% | 減少 |
| 35 | IBB | Ishares Biotechnology ETF | -0.1% | -80.02% | 減少 |
| 36 | F | Ford Motor Co | -0.1% | -14.46% | 減少 |
| 37 | CSCO | Cisco Systems INC | -0.1% | -9.43% | 減少 |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -74.06% | 減少 |
| 39 | ADI | Analog Devices INC | -0.1% | -84.36% | 減少 |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -9.00% | 減少 |
| 41 | IAUUSD | Ishares Gold Trust | -0.2% | -92.54% | 減少 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -47.22% | 減少 |
| 43 | TGT | Target CORP | -0.2% | -45.83% | 減少 |
| 44 | GWRUSD | Genesee & Wyoming Inc-cl A | -0.2% | -65.30% | 減少 |
| 45 | BA | Boeing Co/the | -0.2% | -32.07% | 減少 |
| 46 | IWN | Ishares Russell 2000 Value E | -0.4% | -51.94% | 減少 |
| 47 | SBS | Companhia de Saneamento Básico do Estado de São Paulo - SABESP | — | EXIT | 全売却 |
| 48 | ABEV | Ambev Sa-adr | — | NEW | 新規購入 |
| 49 | ✓ | Solarcity CORP | — | NEW | 新規購入 |
| 50 | TNHUSD | Terra Nitrogen Company LP | — | EXIT | 全売却 |