CIK: 0000905571
申告総資産額
$60.1億
上位200銘柄を表示中（全705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 | 7.68% | -0.49% | -0.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.09% | +0.21% | +3.19% | |
| 3 | EBAY | Ebay INC | 株式-一般消費財 | 4.90% | -2.71% | -32.76% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.86% | +0.28% | +10.72% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.08% | -0.05% | -1.32% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.61% | +0.11% | -1.40% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.54% | +0.11% | -1.83% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.49% | +0.10% | +4.20% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | +0.02% | +3.38% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 2.36% | +0.30% | -0.44% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.10% | — | -1.07% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.72% | — | -19.66% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.51% | — | -1.45% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.28% | — | +7.61% | |
| 15 | PSX | Phillips 66 | 株式-エネルギー | 1.18% | +0.01% | -0.21% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.07% | +0.19% | -3.56% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -1.32% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.09% | -2.46% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | +0.04% | -1.04% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -7.73% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | -0.08% | -2.73% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | +0.07% | +1.19% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | -3.13% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.81% | +0.15% | +34.00% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.79% | +0.01% | -1.47% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.13% | -1.68% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.77% | +0.07% | +4.43% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | +0.12% | +19.99% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.75% | +0.03% | +6.47% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | -0.11% | -2.06% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.70% | +0.05% | +10.28% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | -0.11% | -1.22% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.68% | — | -7.34% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.68% | — | -1.69% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | -0.82% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.62% | +0.11% | -1.52% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | -1.58% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.59% | +0.02% | -1.07% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | +0.12% | +15.67% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | +0.20% | -0.10% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.54% | — | -24.94% | |
| 42 | WPP | WPP plc | 株式-その他 | 0.53% | -0.10% | -8.56% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.52% | — | -1.01% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | +2.77% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.51% | +0.13% | -1.36% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.47% | — | -1.71% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.44% | — | -0.14% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +21.48% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.40% | +0.07% | +3.25% | |
| 50 | TROW | T Rowe Price Group INC | 株式-金融 | 0.40% | — | -0.50% |