CIK: 0000905571
申告総資産額
$60.1億
上位200銘柄を表示中（全691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 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 7.37% | -0.49% | -0.42% | |
| 2 | EBAY | Ebay INC | 株式-一般消費財 | 7.12% | -2.71% | -38.89% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.90% | +0.21% | +1.71% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.27% | +0.28% | -2.45% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.18% | -0.05% | -2.39% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.58% | +0.11% | -4.86% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.42% | +0.11% | -1.78% | |
| 8 | COP | Conocophillips | 株式-エネルギー | 2.34% | +0.30% | -0.40% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.34% | +0.10% | +0.95% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.26% | — | -1.01% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.25% | +0.02% | +3.88% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.07% | — | -5.05% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.33% | — | -0.53% | |
| 14 | PSX | Phillips 66 | 株式-エネルギー | 1.16% | +0.01% | -1.16% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | — | -7.15% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.14% | +0.19% | +5.40% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | +0.09% | +3.56% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -3.74% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | — | +5.12% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | +0.04% | -1.85% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | +0.07% | -3.30% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.87% | -0.08% | -0.03% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | +0.30% | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.81% | +0.01% | -2.63% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.13% | -11.84% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | -0.11% | +0.46% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.74% | — | +3.35% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.72% | +0.07% | +43.31% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.70% | +0.03% | +3.07% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.69% | — | -0.23% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.67% | — | +7.53% | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.66% | — | -1.25% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | -0.11% | -0.60% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.62% | +0.05% | +77.06% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.62% | +0.11% | -2.59% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.60% | +0.12% | +49.25% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | +0.15% | +10.11% | |
| 38 | WPP | WPP plc | 株式-その他 | 0.56% | -0.10% | -2.77% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.56% | +0.02% | -7.74% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.54% | — | -4.32% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.54% | — | -1.59% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | +0.20% | +15.08% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.48% | — | +30.16% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.47% | +0.13% | +0.99% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | +0.12% | +7.32% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.45% | — | -2.07% | |
| 47 | APD | Air Products & Chemicals INC | 株式-素材 | 0.44% | — | -0.34% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.41% | — | +7.30% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.40% | — | +0.56% | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.39% | +0.04% | +0.85% |