CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1217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 | 7.39% | — | +5.07% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.47% | — | +6.11% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.17% | -0.19% | -6.27% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.15% | -0.14% | -0.25% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.90% | — | +1.26% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | — | -1.91% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.70% | +0.16% | -0.33% | |
| 8 | MMM | 3m Co | 株式-資本財 | 1.68% | — | +0.45% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -1.03% | -4.16% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | — | -10.18% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.31% | — | +151.80% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | -11.60% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | -0.33% | +1.88% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.21% | — | -7.51% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.14% | +0.60% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | -0.14% | -4.95% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | — | +0.23% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | -4.09% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | -0.18% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | -0.22% | +0.98% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.14% | +0.52% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.86% | — | +20.14% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 0.85% | +0.14% | +1.47% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.85% | — | -0.53% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.83% | — | -0.85% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | -1.99% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.78% | — | +0.86% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +0.50% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.71% | — | +0.13% | |
| 30 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.71% | — | -2.14% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | +0.14% | -0.75% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -0.04% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +18.26% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.68% | — | -2.99% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -6.82% | |
| 36 | AWK | American Water Works Co INC | 株式-公益事業 | 0.65% | — | +0.87% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.34% | -1.74% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -2.43% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.62% | — | +6.87% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | -0.13% | -7.64% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | — | -1.83% | |
| 42 | CELG | Celgene CORP | 株式-その他 | 0.61% | — | +1.49% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | — | +1.02% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.60% | — | -0.16% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -0.28% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | -0.01% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | -0.81% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | +0.09% | |
| 49 | SYF | Synchrony Financial | 株式-金融 | 0.54% | — | -0.56% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | — | -0.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.8% | +151.80% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.25% | 減少 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +5.07% | 増加 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.3% | +6.11% | 増加 |
| 5 | TSLA | Tesla INC | +0.2% | +5079.03% | 増加 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +82.17% | 増加 |
| 7 | HES | Hess CORP | +0.2% | +4382.62% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +1003.65% | 増加 |
| 9 | CVX | Chevron CORP | +0.2% | -0.33% | 減少 |
| 10 | GS | Goldman Sachs Group INC | +0.2% | +1.84% | 増加 |
| 11 | WFC | Wells Fargo & Co | +0.1% | -0.85% | 減少 |
| 12 | NGG | National Grid plc | +0.1% | +2645.02% | 増加 |
| 13 | BKR | Baker Hughes Company | +0.1% | +3.71% | 増加 |
| 14 | KR | Kroger Co | +0.1% | +28066.33% | 増加 |
| 15 | BA | Boeing Co/the | +0.1% | +0.86% | 増加 |
| 16 | SYF | Synchrony Financial | +0.1% | -0.56% | 減少 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +139.31% | 増加 |
| 18 | ✓ | +0.1% | +843.71% | 増加 | |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.26% | 増加 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +20.14% | 増加 |
| 21 | MTB | M & T Bank CORP | +0.1% | +2.56% | 増加 |
| 22 | AMXN | America Movil-spn Adr Cl L | +0.1% | +2262.62% | 増加 |
| 23 | DIS | Walt Disney Co/the | +0.1% | -0.18% | 減少 |
| 24 | C | Citigroup INC | +0.1% | +1.02% | 増加 |
| 25 | BCS | Barclays Plc-spons Adr | +0.1% | +24146.76% | 増加 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.04% | 減少 |
| 27 | LAZ | Lazard, Inc. | -0.1% | -85.20% | 減少 |
| 28 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -75.95% | 減少 |
| 29 | ✓ | -0.1% | -82.98% | 減少 | |
| 30 | CLRUSD | Continental Resources Inc/ok | -0.1% | -28.74% | 減少 |
| 31 | ILMN | Illumina INC | -0.1% | -69.24% | 減少 |
| 32 | CHLUSD | China Mobile Ltd-spon Adr | -0.1% | -85.74% | 減少 |
| 33 | CERNCHF | Cerner CORP | -0.1% | -26.39% | 減少 |
| 34 | PM | Philip Morris International | -0.1% | -7.64% | 減少 |
| 35 | QCOM | Qualcomm INC | -0.1% | -48.86% | 減少 |
| 36 | MCK | Mckesson CORP | -0.1% | -3.47% | 減少 |
| 37 | AMZN | Amazon.com INC | -0.1% | +0.52% | 増加 |
| 38 | TSN | Tyson Foods Inc-cl A | -0.1% | -42.22% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -1.91% | 減少 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -30.36% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -10.18% | 減少 |
| 42 | AAPL | Apple INC | -0.1% | -6.27% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -4.95% | 減少 |
| 44 | KMI | Kinder Morgan INC | -0.2% | -22.05% | 減少 |
| 45 | PEP | Pepsico INC | -0.3% | -11.60% | 減少 |
| 46 | ATVIEUR | Activision Blizzard INC | -0.3% | -47.75% | 減少 |
| 47 | AMGN | Amgen INC | -0.3% | -52.86% | 減少 |
| 48 | BIIB | Biogen INC | -0.3% | -57.18% | 減少 |
| 49 | ✓ | Solarcity CORP | — | EXIT | 全売却 |
| 50 | BTUSD | Bt Group Plc-spon Adr | — | NEW | 新規購入 |