CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1229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 | 7.08% | — | -0.61% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.21% | — | -1.42% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.06% | — | -1.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.01% | -0.19% | +0.92% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | — | -3.02% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.75% | — | -0.54% | |
| 7 | MMM | 3m Co | 株式-資本財 | 1.72% | — | -3.12% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.64% | +0.16% | -8.20% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | -0.14% | -1.43% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | — | +0.06% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -1.03% | +1.68% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.36% | — | -0.88% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.14% | -3.15% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | -1.43% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | -0.14% | -4.52% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | -0.33% | +16.75% | |
| 17 | AWK | American Water Works Co INC | 株式-公益事業 | 1.03% | — | +3.91% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.01% | — | +6.79% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | — | -1.43% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | -0.56% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | -0.22% | -10.13% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.89% | — | -2.95% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.14% | +1.30% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.88% | +0.14% | +3.82% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.78% | — | +0.61% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | — | -3.36% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.77% | -0.13% | -2.04% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | +2.52% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | — | +0.39% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | -8.37% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | +0.14% | -3.00% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | -10.72% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.34% | -0.76% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.70% | — | +0.32% | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.69% | — | +2.33% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | -6.52% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -1.57% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | +1.90% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | -0.96% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | +4.69% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -0.68% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | -3.81% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -1.26% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | +2.96% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.60% | — | +2.73% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | -0.13% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.56% | — | -0.49% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | -13.11% | |
| 49 | CELG | Celgene CORP | 株式-その他 | 0.53% | — | +0.74% | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.53% | — | -6.49% |