CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全258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 | NVDA | Nvidia CORP | 株式-IT | 6.44% | +0.08% | -2.34% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.03% | +0.30% | +0.62% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.11% | -1.66% | -2.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.52% | -0.08% | -1.84% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | +0.51% | -1.37% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.35% | -1.65% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.16% | +0.63% | -1.33% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.57% | — | -1.96% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.45% | — | — | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 2.35% | -0.45% | -3.23% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.21% | — | -3.99% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.19% | — | -5.41% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.04% | -0.12% | -2.27% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.64% | -0.06% | — | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | +0.08% | -3.49% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.44% | — | +117.58% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.40% | -0.11% | -2.93% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | -0.02% | -0.07% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | -0.30% | -2.23% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | -9.74% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.26% | -0.30% | -2.00% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.21% | +0.20% | -1.87% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.20% | — | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.13% | -0.01% | -5.95% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | -0.20% | -1.81% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.09% | -0.03% | -4.52% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | -0.03% | -13.11% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -1.19% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | -0.23% | -2.91% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.95% | -0.10% | -3.17% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | -11.47% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.89% | -0.12% | -4.52% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | -0.05% | -6.60% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.88% | -0.16% | — | |
| 35 | ACN | Accenture plc | 株式-IT | 0.87% | -0.05% | -2.39% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.86% | -0.08% | -8.04% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | -0.11% | -9.03% | |
| 38 | VFH | Vanguard Financials ETF | ETF-その他 | 0.79% | -0.04% | -7.09% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.04% | -1.58% | |
| 40 | PAYX | Paychex INC | 株式-IT | 0.74% | — | -3.34% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | — | — | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.71% | — | -11.16% | |
| 43 | KKR | Kkr & Co INC | 株式-金融 | 0.70% | +0.18% | — | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.68% | -0.19% | -0.93% | |
| 45 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.67% | — | — | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.67% | +0.42% | -9.73% | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.67% | -0.05% | -3.66% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.66% | — | -11.69% | |
| 49 | WDAY | Workday Inc-class A | 株式-IT | 0.62% | — | -8.50% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.58% | -0.06% | +7.88% |
| # | 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 | +0.8% | +117.58% | 増加 |
| 2 | AAPL | Apple INC | +0.2% | -1.84% | 減少 |
| 3 | ETHE | Grayscale Ethereum Staking E | +0.2% | NEW | 新規購入 |
| 4 | UNH | Unitedhealth Group INC | +0.1% | -2.23% | 減少 |
| 5 | KKR | Kkr & Co INC | +0.1% | — | 変化なし |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -3.17% | 減少 |
| 7 | RTX | Rtx CORP | +0.1% | -4.52% | 減少 |
| 8 | SBUX | Starbucks CORP | +0.1% | -8.04% | 減少 |
| 9 | ACN | Accenture plc | +0.1% | -2.39% | 減少 |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新規購入 |
| 11 | MELI | Mercadolibre INC | +0.1% | — | 変化なし |
| 12 | BTCGBP | Grayscale Bitcoin Mini Trust | +0.1% | NEW | 新規購入 |
| 13 | ✓ | Eth | +0.1% | NEW | 新規購入 |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +0.62% | 増加 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.07% | 減少 |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | -3.99% | 減少 |
| 17 | IYJ | Ishares U.s. Industrials ETF | +0.1% | — | 変化なし |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.91% | 減少 |
| 19 | GLD | Spdr Gold Shares | +0.1% | — | 変化なし |
| 20 | MCD | Mcdonald's CORP | +0.1% | -9.03% | 減少 |
| 21 | PAYX | Paychex INC | +0.1% | -3.34% | 減少 |
| 22 | BN | Brookfield CORP | +0.1% | — | 変化なし |
| 23 | UBER | Uber Technologies INC | +0.1% | +7.88% | 増加 |
| 24 | FISV | Fiserv INC | 0% | -6.06% | 減少 |
| 25 | DE | Deere & Co | 0% | -0.99% | 減少 |
| 26 | META | Meta Platforms Inc-class A | 0% | — | 変化なし |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | 変化なし |
| 28 | CRM | Salesforce INC | 0% | -1.87% | 減少 |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | -2.93% | 減少 |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | -5.41% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -1.96% | 減少 |
| 32 | VOX | Vanguard Communication Servi | -0.1% | -74.49% | 減少 |
| 33 | XLC | Ss Comm Select Sector Spdr | -0.1% | -11.16% | 減少 |
| 34 | TFC | Truist Financial CORP | -0.1% | -19.12% | 減少 |
| 35 | VDE | Vanguard Energy ETF | -0.1% | -29.74% | 減少 |
| 36 | FDX | Fedex CORP | -0.1% | -6.50% | 減少 |
| 37 | LRCXEUR | Lam Research CORP | -0.1% | +18.05% | 増加 |
| 38 | MCK | Mckesson CORP | -0.1% | -0.68% | 減少 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.47% | 減少 |
| 40 | BAM | Brookfield Asset Mgmt-a | -0.1% | EXIT | 全売却 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -13.11% | 減少 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -9.74% | 減少 |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | -1.58% | 減少 |
| 44 | PANW | Palo Alto Networks INC | -0.1% | -3.23% | 減少 |
| 45 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -9.73% | 減少 |
| 46 | MRK | Merck & Co. INC. | -0.2% | -1.81% | 減少 |
| 47 | MSFT | Microsoft CORP | -0.3% | -1.65% | 減少 |
| 48 | AMZN | Amazon.com INC | -0.3% | -1.37% | 減少 |
| 49 | NVDA | Nvidia CORP | -0.4% | -2.34% | 減少 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.4% | -1.33% | 減少 |