CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1253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 | 6.95% | — | +0.20% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.30% | -0.19% | +0.93% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.26% | — | +4.15% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.20% | — | +1.11% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | +0.16% | +7.93% | |
| 6 | MMM | 3m Co | 株式-資本財 | 1.85% | — | +2.14% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | — | +1.88% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.67% | — | -2.73% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.14% | +1.70% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | -0.14% | +2.07% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.22% | +11.48% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.30% | — | +1.70% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | — | +2.08% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.05% | — | +8.06% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.01% | — | +21.21% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +5.26% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | -0.14% | +316.36% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.89% | — | +0.91% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 0.85% | — | +5.67% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | -0.34% | +0.67% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | +3.08% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | +24.96% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.79% | — | +15.81% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | +9.06% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | +0.14% | +1.90% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +96.44% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.76% | — | +0.23% | |
| 28 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.76% | — | -0.20% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +0.83% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.74% | — | -2.53% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.73% | — | -8.83% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -1.03% | -0.95% | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.72% | — | -2.41% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | -2.05% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | — | +1.93% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.68% | +0.14% | +2.77% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +4.57% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | +5.58% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | -0.13% | +2.84% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | -6.62% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | — | +3.05% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.59% | — | +6.72% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.59% | — | -4.07% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +4.46% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.57% | — | +3.75% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | +0.31% | -19.30% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.57% | — | +7.53% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | — | +1.41% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | +93.10% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | +3.29% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | +0.4% | +96.44% | 増加 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | +93.10% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | +0.93% | 増加 |
| 4 | JWNUSD | Nordstrom INC | +0.2% | +2892.14% | 増加 |
| 5 | EL | Estee Lauder Companies-cl A | +0.2% | +14569.81% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +24.96% | 増加 |
| 7 | AEP | American Electric Power Company, Inc. | +0.1% | +21.21% | 増加 |
| 8 | RRC | Range Resources CORP | +0.1% | +105.14% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.1% | +5.26% | 増加 |
| 10 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +15.81% | 増加 |
| 11 | SBUX | Starbucks CORP | +0.1% | +14.38% | 増加 |
| 12 | IWV | Ishares Russell 3000 ETF | +0.1% | +53.31% | 増加 |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | +4.15% | 増加 |
| 14 | PFE | Pfizer INC | +0.1% | +2.08% | 増加 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +11.48% | 増加 |
| 16 | ILMN | Illumina INC | +0.1% | +2327.29% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | +4.57% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +4.08% | 増加 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.06% | 増加 |
| 20 | KHC | The Kraft Heinz Company | +0.1% | +0.59% | 増加 |
| 21 | DGS | Wisdomtree Em Small Cap | +0.1% | +25.07% | 増加 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +5.51% | 増加 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +2.88% | 増加 |
| 24 | IBM | Intl Business Machines CORP | 0% | +8.06% | 増加 |
| 25 | CVS | Cvs Health CORP | 0% | +3.75% | 増加 |
| 26 | VZ | Verizon Communications INC | 0% | +3.08% | 増加 |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -14.06% | 減少 |
| 28 | ✓ | Lorillard INC | -0.1% | -19.77% | 減少 |
| 29 | EOG | Eog Resources INC | -0.1% | -31.08% | 減少 |
| 30 | CAT | Caterpillar INC | -0.1% | +3.05% | 増加 |
| 31 | MAT | Mattel INC | -0.1% | -48.34% | 減少 |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -8.83% | 減少 |
| 33 | AXP | American Express Co | -0.1% | +0.69% | 増加 |
| 34 | IEMG | Ishares Core Msci Emerging | -0.1% | -18.94% | 減少 |
| 35 | EMR | Emerson Electric Co | -0.1% | -2.53% | 減少 |
| 36 | ABBV | Abbvie INC | -0.1% | -2.05% | 減少 |
| 37 | YUM | Yum! Brands INC | -0.1% | -77.11% | 減少 |
| 38 | MINT | Pimco Enhanced Short Maturit | -0.1% | -25.92% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.1% | -0.95% | 減少 |
| 40 | FITB | Fifth Third Bancorp | -0.2% | -78.51% | 減少 |
| 41 | GWW | Ww Grainger INC | -0.2% | -84.37% | 減少 |
| 42 | INTC | Intel CORP | -0.2% | +0.91% | 増加 |
| 43 | PG | Procter & Gamble Co/the | -0.2% | +2.07% | 増加 |
| 44 | WMT | Walmart INC | -0.2% | -19.30% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | +1.11% | 増加 |
| 46 | ✓ | Mylan N V | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | MTB | M & T Bank CORP | — | NEW | 新規購入 |
| 49 | UIS | Unisys CORP | — | EXIT | 全売却 |
| 50 | T8S | Tesaro INC | — | NEW | 新規購入 |