CIK: 0001729515
申告総資産額
$4.5億
上位200銘柄を表示中（全231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 | AAPL | Apple INC | 株式-IT | 5.91% | -0.43% | -0.69% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.90% | +4.22% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.79% | -0.32% | +11.47% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.08% | +0.46% | -0.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.97% | +0.16% | -0.87% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.96% | — | +10.52% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.72% | +0.44% | +11.90% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.11% | — | -3.22% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | -0.19% | -0.89% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.93% | +0.49% | -0.55% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.69% | — | +4.49% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.36% | -3.86% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.44% | -0.15% | -2.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.41% | — | +2.57% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.37% | — | +41.18% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.36% | — | +0.10% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | -0.21% | +0.15% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | +0.20% | -6.77% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.25% | +0.15% | -5.58% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.24% | +0.34% | +14.69% | |
| 21 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 1.22% | +0.11% | -0.98% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.16% | +0.22% | +27.55% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.11% | -1.65% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | +1.21% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.02% | — | +0.68% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.02% | -0.14% | +27.31% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | -0.15% | -4.79% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +0.06% | +3.68% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.86% | +0.13% | -2.34% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | +98.51% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | -0.10% | -1.67% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.08% | +2.83% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.79% | — | +2.69% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.77% | — | +10.08% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | +140.87% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +3.58% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +11.42% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | -0.15% | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | -9.73% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.68% | — | +6.23% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.66% | — | +1.75% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.65% | — | +30.65% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | -0.46% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +2.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +0.23% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.57% | — | -0.42% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.09% | +29.40% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | +0.11% | +94.35% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.54% | — | -1.43% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -0.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.4% | +140.87% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +98.51% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +277.74% | 増加 |
| 4 | IWV | Ishares Russell 3000 ETF | +0.3% | +41.18% | 増加 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | NEW | 新規購入 |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +94.35% | 増加 |
| 7 | VXF | Vanguard Extended Market ETF | +0.2% | NEW | 新規購入 |
| 8 | ETHE | Grayscale Ethereum Staking E | +0.2% | NEW | 新規購入 |
| 9 | VTV | Vanguard Value ETF | +0.2% | +27.55% | 増加 |
| 10 | KLAC | Kla CORP | +0.2% | NEW | 新規購入 |
| 11 | AMP | Ameriprise Financial INC | +0.2% | NEW | 新規購入 |
| 12 | ARES | Ares Management CORP - A | +0.2% | NEW | 新規購入 |
| 13 | WSM | Williams-sonoma INC | +0.2% | NEW | 新規購入 |
| 14 | HUBB | Hubbell INC | +0.1% | NEW | 新規購入 |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | 新規購入 |
| 16 | ADP | Automatic Data Processing | +0.1% | +29.40% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | +4.49% | 増加 |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +78.82% | 増加 |
| 19 | ORCL | Oracle CORP | +0.1% | +80.30% | 増加 |
| 20 | AVGO | Broadcom INC | +0.1% | +2359.02% | 増加 |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | 新規購入 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +11.90% | 増加 |
| 23 | ACN | Accenture plc | +0.1% | +23.36% | 増加 |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | NEW | 新規購入 |
| 25 | BLKCHF | Blackrock INC | +0.1% | +28.67% | 増加 |
| 26 | AFL | Aflac INC | +0.1% | NEW | 新規購入 |
| 27 | ✓ | Eth | +0.1% | NEW | 新規購入 |
| 28 | EEM | Ishares Msci Emerging Market | +0.1% | +14.69% | 増加 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +123.02% | 増加 |
| 30 | LLY | Eli Lilly & Co | +0.1% | +27.31% | 増加 |
| 31 | UNH | Unitedhealth Group INC | +0.1% | +11.42% | 増加 |
| 32 | IBM | Intl Business Machines CORP | +0.1% | — | 変化なし |
| 33 | NEE | Nextera Energy INC | +0.1% | +19.60% | 増加 |
| 34 | WM | Waste Management INC | +0.1% | +30.65% | 増加 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.52% | 増加 |
| 36 | CAT | Caterpillar INC | 0% | -0.55% | 減少 |
| 37 | GLD | Spdr Gold Shares | 0% | +3.68% | 増加 |
| 38 | ABBV | Abbvie INC | 0% | +3.58% | 増加 |
| 39 | ITW | Illinois Tool Works | 0% | +6.23% | 増加 |
| 40 | VUG | Vanguard Growth ETF | — | +11.47% | 増加 |
| 41 | WMT | Walmart INC | 0% | -5.58% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.1% | -2.13% | 減少 |
| 43 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +2.57% | 増加 |
| 44 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -3.22% | 減少 |
| 45 | AMT | American Tower CORP | -0.1% | EXIT | 全売却 |
| 46 | VB | Vanguard Small-cap ETF | -0.2% | -0.20% | 減少 |
| 47 | VO | Vanguard Mid-cap ETF | -0.2% | -0.87% | 減少 |
| 48 | NKE | Nike INC -cl B | -0.2% | -74.75% | 減少 |
| 49 | AAPL | Apple INC | -0.3% | -0.69% | 減少 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.15% | 増加 |