CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全357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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.44% | +0.30% | +29.46% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.58% | -0.02% | +4.92% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.47% | — | +35.41% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.29% | — | +5.57% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.83% | +0.51% | -0.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | -0.11% | +9.09% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.27% | — | +4.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.10% | -0.01% | +22.20% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 1.99% | — | -1.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | +0.63% | +0.78% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.82% | -1.66% | +1.38% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.67% | -0.37% | +1.87% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | +0.08% | -4.81% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.63% | -0.08% | +0.43% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.35% | +21.49% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.55% | -0.08% | +2.42% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.50% | -0.05% | +2.32% | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.47% | +0.20% | +0.38% | |
| 19 | BBTUSD | Bb&t CORP | 株式-その他 | 1.46% | — | +10.99% | |
| 20 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.46% | — | +6.39% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | -0.23% | +1.27% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.39% | -0.30% | +4.10% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | -0.20% | -0.23% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.16% | — | +8.49% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | -0.11% | +3.72% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 1.08% | — | +12.34% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | -0.12% | +25.60% | |
| 28 | PAYX | Paychex INC | 株式-IT | 1.02% | — | +0.94% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | +1.06% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | +0.94% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | -0.30% | +11.86% | |
| 32 | FDX | Fedex CORP | 株式-資本財 | 0.98% | — | +21.74% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | — | +21.51% | |
| 34 | STT | State Street CORP | 株式-金融 | 0.94% | — | +36.94% | |
| 35 | VDE | Vanguard Energy ETF | ETF-その他 | 0.93% | — | -2.30% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.93% | -0.05% | +16.83% | |
| 37 | WDAY | Workday Inc-class A | 株式-IT | 0.92% | — | +45.37% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.87% | -0.10% | +25.33% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.85% | -0.19% | +2.19% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.83% | — | +21.26% | |
| 41 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.80% | — | +14.32% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.04% | -12.02% | |
| 43 | PRU | Prudential Financial INC | 株式-金融 | 0.76% | — | +56.28% | |
| 44 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.73% | — | +50.52% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.68% | -0.05% | +4.43% | |
| 46 | CELG | Celgene CORP | 株式-その他 | 0.66% | — | -15.37% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.64% | — | +15.72% | |
| 48 | SLB | Slb LTD | 株式-エネルギー | 0.64% | — | +99.46% | |
| 49 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.64% | — | -6.01% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.63% | — | -6.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.8% | +35.41% | 増加 |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.7% | +29.46% | 増加 |
| 3 | EEM | Ishares Msci Emerging Market | +0.5% | +1354.91% | 増加 |
| 4 | SLB | Slb LTD | +0.3% | +99.46% | 増加 |
| 5 | WDAY | Workday Inc-class A | +0.3% | +45.37% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | +21.49% | 増加 |
| 7 | PRU | Prudential Financial INC | +0.2% | +56.28% | 増加 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +22.20% | 増加 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +25.60% | 増加 |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | +82.13% | 増加 |
| 11 | VNQ | Vanguard Real Estate ETF | +0.2% | +156.52% | 増加 |
| 12 | CCL1EUR | Carnival CORP LTD | +0.2% | +50.52% | 増加 |
| 13 | ACN | Accenture plc | +0.2% | +16.83% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +21.51% | 増加 |
| 15 | STT | State Street CORP | +0.1% | +36.94% | 増加 |
| 16 | SSO | Proshares Ultra S&p500 | +0.1% | +14.32% | 増加 |
| 17 | XLV | Ss Health Care Select Sector | +0.1% | +82.66% | 増加 |
| 18 | UTXZ | United Tech CORP | +0.1% | +12.34% | 増加 |
| 19 | FDX | Fedex CORP | +0.1% | +21.74% | 増加 |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +78.40% | 増加 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +1.87% | 増加 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +25.33% | 増加 |
| 23 | USB | US Bancorp | +0.1% | +21.26% | 増加 |
| 24 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +8.10% | 増加 |
| 25 | VB | Vanguard Small-cap ETF | 0% | +5.57% | 増加 |
| 26 | AAPL | Apple INC | 0% | +2.42% | 増加 |
| 27 | PAYX | Paychex INC | 0% | +0.94% | 増加 |
| 28 | XLP | Ss Consumer Staples Sel Sect | 0% | +15.72% | 増加 |
| 29 | PYPL | Paypal Holdings INC | 0% | -1.25% | 減少 |
| 30 | CELG | Celgene CORP | 0% | -15.37% | 減少 |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +9.09% | 増加 |
| 32 | BBTUSD | Bb&t CORP | 0% | +10.99% | 増加 |
| 33 | IBB | Ishares Biotechnology ETF | 0% | +2.19% | 増加 |
| 34 | AMZN | Amazon.com INC | -0.1% | -0.54% | 減少 |
| 35 | CRM | Salesforce INC | -0.1% | +0.38% | 増加 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.06% | 増加 |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.94% | 増加 |
| 38 | SBUX | Starbucks CORP | -0.1% | +0.43% | 増加 |
| 39 | VDE | Vanguard Energy ETF | -0.1% | -2.30% | 減少 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +2.32% | 増加 |
| 41 | V | Visa Inc-class A Shares | -0.1% | -4.81% | 減少 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.78% | 増加 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.2% | +4.92% | 増加 |
| 44 | JNJ | Johnson & Johnson | -0.2% | +1.27% | 増加 |
| 45 | MU | Micron Technology INC | -0.2% | -63.71% | 減少 |
| 46 | CL | Colgate-palmolive Co | -0.2% | -86.27% | 減少 |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | +4.35% | 増加 |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | 全売却 |
| 49 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 50 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | 新規購入 |