CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全219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 | 8.40% | -0.70% | -2.41% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.73% | — | -10.00% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.12% | +0.91% | +1.65% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.32% | — | -2.10% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.14% | -0.32% | -1.92% | |
| 6 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 4.06% | — | +0.21% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 4.04% | — | -4.77% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.79% | — | — | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.74% | — | -3.98% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.55% | -0.25% | +0.25% | |
| 11 | FDX | Fedex CORP | 株式-資本財 | 3.42% | +0.04% | +0.08% | |
| 12 | WY | Weyerhaeuser Co | 株式-不動産 | 3.16% | +0.08% | +34.14% | |
| 13 | INTC | Intel CORP | 株式-IT | 2.89% | — | -2.09% | |
| 14 | C | Citigroup INC | 株式-金融 | 2.68% | — | +36.39% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.23% | -0.38% | +17.85% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.22% | — | — | |
| 17 | 0VVB | Paramount Global-class B | 株式-その他 | 2.18% | — | +0.72% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.03% | — | -2.01% | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 2.01% | -0.67% | +10.09% | |
| 20 | COF | Capital One Financial CORP | 株式-金融 | 1.99% | -0.80% | -8.44% | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 1.70% | +0.24% | -0.44% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.58% | — | +2.88% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | — | -2.27% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.33% | +0.08% | +0.06% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | — | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.20% | -0.42% | -28.64% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.16% | — | -46.58% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.35% | -0.76% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | +1.44% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.39% | +10.61% | |
| 31 | DHI | Dr Horton INC | 株式-一般消費財 | 1.02% | — | +50.23% | |
| 32 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.96% | — | +2.04% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.74% | -0.55% | +4.72% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.69% | -0.29% | -0.59% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -21.06% | |
| 37 | HAS | Hasbro INC | 株式-一般消費財 | 0.49% | — | -41.87% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.11% | -1.40% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | +0.90% | -1.70% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | -0.38% | +504.35% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.31% | — | — | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.30% | +0.12% | -78.85% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.29% | — | -12.43% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | -3.82% | |
| 47 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.23% | — | -1.04% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.19% | — | -0.83% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | +0.16% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.17% | — | +16.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.5% | -2.41% | 減少 |
| 2 | WY | Weyerhaeuser Co | +1.1% | +34.14% | 増加 |
| 3 | C | Citigroup INC | +0.8% | +36.39% | 増加 |
| 4 | 0VVB | Paramount Global-class B | +0.7% | +0.72% | 増加 |
| 5 | DHI | Dr Horton INC | +0.5% | +50.23% | 増加 |
| 6 | GDX | Vaneck Gold Miners ETF | +0.5% | -2.01% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.4% | -2.10% | 減少 |
| 8 | GS | Goldman Sachs Group INC | +0.4% | +10.09% | 増加 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +1.65% | 増加 |
| 10 | BAC | Bank Of America CORP | +0.3% | +504.35% | 増加 |
| 11 | QCOM | Qualcomm INC | +0.3% | +2.88% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +10.61% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.2% | — | 変化なし |
| 14 | AMAT | Applied Materials INC | +0.2% | -0.44% | 減少 |
| 15 | IBB | Ishares Biotechnology ETF | +0.2% | -4.77% | 減少 |
| 16 | TWTRUSD | Twitter INC | +0.1% | +677.78% | 増加 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | 変化なし |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +0.06% | 増加 |
| 19 | MU | Micron Technology INC | +0.1% | +4.72% | 増加 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +17.85% | 増加 |
| 21 | XBI | Ss Spdr S&p Biotech ETF | 0% | -0.83% | 減少 |
| 22 | LSXMKUSD | Liberty Media Cor-siriusxm C | 0% | +64.71% | 増加 |
| 23 | GLD | Spdr Gold Shares | 0% | +16.34% | 増加 |
| 24 | PYPL | Paypal Holdings INC | 0% | — | 変化なし |
| 25 | FDX | Fedex CORP | 0% | +0.08% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -1.70% | 減少 |
| 27 | DIS | Walt Disney Co/the | — | +0.25% | 増加 |
| 28 | XOM | Exxon Mobil CORP | — | -1.40% | 減少 |
| 29 | CVX | Chevron CORP | — | -3.82% | 減少 |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | — | — | 変化なし |
| 31 | SBUX | Starbucks CORP | 0% | — | 変化なし |
| 32 | CL | Colgate-palmolive Co | 0% | -0.59% | 減少 |
| 33 | COF | Capital One Financial CORP | 0% | -8.44% | 減少 |
| 34 | HON | Honeywell International INC | 0% | — | 変化なし |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | +0.21% | 増加 |
| 36 | AVB | Avalonbay Communities INC | -0.1% | +2.04% | 増加 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -21.06% | 減少 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -0.76% | 減少 |
| 39 | COST | Costco Wholesale CORP | -0.2% | -2.27% | 減少 |
| 40 | INTC | Intel CORP | -0.2% | -2.09% | 減少 |
| 41 | CVS | Cvs Health CORP | -0.2% | — | 変化なし |
| 42 | JNJ | Johnson & Johnson | -0.4% | -1.92% | 減少 |
| 43 | HAS | Hasbro INC | -0.5% | -41.87% | 減少 |
| 44 | SCHO | Schwab Short-term US Treas | -0.8% | -3.98% | 減少 |
| 45 | SLB | Slb LTD | -0.9% | -78.85% | 減少 |
| 46 | WFC | Wells Fargo & Co | -1% | -28.64% | 減少 |
| 47 | ORCL | Oracle CORP | -1% | -46.58% | 減少 |
| 48 | VTIP | Vanguard Short-term Tips | -1.7% | -10.00% | 減少 |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | EXIT | 全売却 |
| 50 | VTV | Vanguard Value ETF | — | EXIT | 全売却 |