CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1216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 | 6.97% | — | -3.59% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.31% | -0.19% | -1.36% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.20% | — | -6.97% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | — | -1.45% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.80% | — | +0.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | -0.14% | -0.51% | |
| 7 | MMM | 3m Co | 株式-資本財 | 1.69% | — | -1.42% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -1.03% | +4.32% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.16% | -4.26% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.53% | — | +0.47% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | — | -12.07% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.25% | — | -0.65% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.33% | +6.49% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | -0.14% | -2.49% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | -0.14% | -1.13% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.07% | — | +1.18% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | -0.25% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.14% | +1.33% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | -0.22% | -0.39% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | -5.87% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.87% | +0.14% | -0.95% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.84% | — | +0.87% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | -7.18% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.14% | -0.96% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | -0.41% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.34% | -0.59% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.74% | — | -0.30% | |
| 28 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.73% | — | +9.97% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | -0.13% | -0.13% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +0.45% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -0.41% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | — | +0.08% | |
| 33 | AWK | American Water Works Co INC | 株式-公益事業 | 0.68% | — | -24.68% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -0.69% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | -2.20% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | -6.69% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +0.20% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.63% | — | +2.25% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.61% | — | +1.92% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | — | +2.31% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | -2.56% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.61% | — | -1.24% | |
| 44 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.60% | — | -0.57% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | -0.40% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | -0.48% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.58% | — | +1.96% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.55% | — | -0.45% | |
| 49 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.55% | — | -0.33% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | -3.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | -1.36% | 減少 |
| 2 | MINT | Pimco Enhanced Short Maturit | +0.3% | +136.47% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.2% | +4.32% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +6.49% | 増加 |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +65.00% | 増加 |
| 6 | SYF | Synchrony Financial | +0.2% | +48.24% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.2% | +1.33% | 増加 |
| 8 | BIIB | Biogen INC | +0.1% | -0.48% | 減少 |
| 9 | AMGN | Amgen INC | +0.1% | +15.95% | 増加 |
| 10 | KMI | Kinder Morgan INC | +0.1% | -0.33% | 減少 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.51% | 減少 |
| 12 | NXPI | NXP Semiconductors N.V. | +0.1% | +1.51% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -2.49% | 減少 |
| 14 | PXGBX | Praxair INC | +0.1% | +13.03% | 増加 |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | +28.15% | 増加 |
| 16 | CLRUSD | Continental Resources Inc/ok | +0.1% | +12.28% | 増加 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.18% | 増加 |
| 18 | INTC | Intel CORP | +0.1% | -0.05% | 減少 |
| 19 | ABM | Abm Industries INC | +0.1% | +3106.60% | 増加 |
| 20 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.06% | 増加 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.25% | 増加 |
| 22 | ITW | Illinois Tool Works | +0.1% | -0.32% | 減少 |
| 23 | PG | Procter & Gamble Co/the | 0% | -1.13% | 減少 |
| 24 | NSC | Norfolk Southern CORP | 0% | -0.29% | 減少 |
| 25 | MRK | Merck & Co. INC. | 0% | -0.96% | 減少 |
| 26 | ABT | Abbott Laboratories | 0% | -0.59% | 減少 |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -21.98% | 減少 |
| 28 | NAC | Nuveen Ca Qlty Muni INC | -0.1% | -37.54% | 減少 |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -6.69% | 減少 |
| 30 | REYN | Reynolds Consumer Products Inc. | -0.1% | -3.15% | 減少 |
| 31 | DHR | Danaher CORP | -0.1% | -2.56% | 減少 |
| 32 | MCK | Mckesson CORP | -0.1% | -0.57% | 減少 |
| 33 | CVX | Chevron CORP | -0.1% | -4.26% | 減少 |
| 34 | AEP | American Electric Power Company, Inc. | -0.1% | -0.65% | 減少 |
| 35 | JNJ | Johnson & Johnson | -0.1% | -1.45% | 減少 |
| 36 | COF | Capital One Financial CORP | -0.1% | -92.20% | 減少 |
| 37 | EL | Estee Lauder Companies-cl A | -0.1% | -25.57% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.1% | -5.87% | 減少 |
| 39 | BMY | Bristol-myers Squibb Co | -0.1% | -1.09% | 減少 |
| 40 | VZ | Verizon Communications INC | -0.1% | -7.18% | 減少 |
| 41 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.2% | -42.86% | 減少 |
| 42 | AVGO | Broadcom Inc. | -0.3% | -81.11% | 減少 |
| 43 | AWK | American Water Works Co INC | -0.4% | -24.68% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -12.07% | 減少 |
| 45 | FTV | Fortive CORP | — | NEW | 新規購入 |
| 46 | EQT | Eqt CORP | — | NEW | 新規購入 |
| 47 | DGX | Quest Diagnostics Incorporated | — | EXIT | 全売却 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | ✓ | Spdr Series | — | EXIT | 全売却 |
| 50 | W | Wayfair Inc- Class A | — | NEW | 新規購入 |