CIK: 0000905571
申告総資産額
$60.1億
上位200銘柄を表示中（全668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 | EBAY | Ebay INC | 株式-一般消費財 | 12.25% | -2.71% | +301.42% | |
| 2 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 6.90% | -0.49% | -0.77% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.73% | +0.21% | +6.57% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.10% | +0.28% | -3.94% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.87% | -0.05% | -2.98% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.73% | +0.11% | -23.15% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.42% | +0.11% | -2.25% | |
| 8 | COP | Conocophillips | 株式-エネルギー | 2.39% | +0.30% | -1.24% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.18% | +0.10% | +0.09% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.13% | +0.02% | +0.61% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.06% | — | -6.35% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.01% | — | -1.71% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | -3.31% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.16% | — | +7.70% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.04% | +0.09% | -0.57% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -2.66% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.95% | +0.19% | -1.74% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | +0.04% | -1.62% | |
| 19 | PSX | Phillips 66 | 株式-エネルギー | 0.91% | +0.01% | -5.34% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | -0.08% | -1.05% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.88% | +0.07% | -1.85% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | -5.00% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.13% | -10.30% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | -2.85% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.73% | +0.01% | -0.80% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.72% | — | -1.93% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | +0.33% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | -0.11% | -1.05% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.67% | +0.03% | +6.23% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.65% | — | -0.30% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | -0.11% | +1.30% | |
| 32 | WPP | WPP plc | 株式-その他 | 0.61% | -0.10% | -6.17% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.60% | — | +24.99% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.58% | +0.11% | -1.35% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.57% | +0.02% | -0.11% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.52% | — | -5.89% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | -3.28% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.51% | +0.15% | +28.47% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.49% | +0.07% | -7.67% | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.47% | +0.13% | +1.95% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.44% | — | -0.11% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.44% | — | +3.26% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.44% | — | +2.87% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | +0.20% | +8.57% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | +0.05% | -1.87% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | +0.12% | +1.46% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.40% | — | +15.13% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.38% | +0.12% | +60.82% | |
| 49 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.37% | +0.04% | -1.54% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | — | +2.61% |