CIK: 0001671716
申告総資産額
$12.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.65% | -0.27% | -22.33% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.32% | +0.43% | +4.23% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.27% | — | +0.64% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.91% | +0.23% | +0.20% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.45% | — | +15.71% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.53% | +0.20% | -1.07% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.40% | — | +0.27% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | -0.64% | +8.35% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.96% | — | +1.90% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.87% | — | +21.35% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.78% | -0.16% | +6.96% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.53% | — | +0.06% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | +0.36% | +6.92% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.42% | +0.31% | +1.69% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | +0.53% | +12.45% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | — | +10.94% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.33% | -0.20% | +13.33% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | +21.51% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +27.68% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | — | -6.83% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | +16.73% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | +2.31% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | +1.32% | +5.17% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | — | +6.88% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | +8.08% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | +21.23% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.83% | +0.50% | +2.34% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.82% | — | +6.98% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.81% | -0.17% | +13.37% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | +10.63% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | +23.64% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.78% | — | +23.23% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.78% | — | +0.45% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.76% | — | +7.25% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.75% | — | +1.47% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.74% | — | +27.37% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | +3.32% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | -0.20% | +42.82% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.73% | — | +14.99% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.70% | — | -4.62% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.70% | — | +5.40% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.66% | -0.13% | +5.34% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.66% | — | +15.23% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.65% | — | +4.67% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | +5.98% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +4.29% | |
| 47 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.59% | — | +39.56% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | -0.20% | +1.86% | |
| 49 | CTAS | Cintas CORP | 株式-資本財 | 0.58% | — | +2.25% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.58% | -0.23% | +11.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.2% | +21.35% | 増加 |
| 2 | ADBE | Adobe INC | +0.2% | +64.43% | 増加 |
| 3 | HD | Home Depot INC | +0.2% | +27.68% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | +21.51% | 増加 |
| 5 | PFE | Pfizer INC | +0.2% | +131.01% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.1% | +6.88% | 増加 |
| 7 | UNH | Unitedhealth Group INC | +0.1% | +42.82% | 増加 |
| 8 | HON | Honeywell International INC | +0.1% | +27.37% | 増加 |
| 9 | BKNG | Booking Holdings INC | +0.1% | +39.56% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +10.94% | 増加 |
| 11 | SBUX | Starbucks CORP | +0.1% | +13.33% | 増加 |
| 12 | CVX | Chevron CORP | +0.1% | +49.61% | 増加 |
| 13 | AAPL | Apple INC | +0.1% | +15.71% | 増加 |
| 14 | PYPL | Paypal Holdings INC | 0% | +13.37% | 増加 |
| 15 | UNP | Union Pacific CORP | 0% | +23.64% | 増加 |
| 16 | CSCO | Cisco Systems INC | 0% | +21.23% | 増加 |
| 17 | COST | Costco Wholesale CORP | 0% | +6.96% | 増加 |
| 18 | JNJ | Johnson & Johnson | 0% | +16.73% | 増加 |
| 19 | AMZN | Amazon.com INC | -0.1% | +8.35% | 増加 |
| 20 | GILD | Gilead Sciences INC | -0.3% | -54.26% | 減少 |
| 21 | VGT | Vanguard Info Tech ETF | -0.3% | -67.55% | 減少 |
| 22 | EG | Everest Group, Ltd. | -0.4% | -87.93% | 減少 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +0.20% | 増加 |
| 24 | SCHX | Schwab US Large-cap ETF | -0.6% | +4.23% | 増加 |
| 25 | SCHF | Schwab Intl Equity ETF | -0.9% | +0.64% | 増加 |
| 26 | PCAR | Paccar INC | -1% | -69.54% | 減少 |
| 27 | MSFT | Microsoft CORP | -2.6% | -22.33% | 減少 |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 29 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 30 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 31 | FTNT | Fortinet INC | — | NEW | 新規購入 |
| 32 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 33 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 34 | IRM | Iron Mountain INC | — | NEW | 新規購入 |
| 35 | SCHG | Schwab US Large-cap Growth | — | NEW | 新規購入 |
| 36 | T | At&t INC | — | NEW | 新規購入 |
| 37 | SLB | Slb LTD | — | EXIT | 全売却 |
| 38 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 39 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 40 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 41 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 42 | BDX | Becton Dickinson And Co | — | NEW | 新規購入 |
| 43 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新規購入 |
| 44 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | 新規購入 |
| 45 | AMJEUR | Jpmorgan Alerian Mlp Index | — | NEW | 新規購入 |
| 46 | MCD | Mcdonald's CORP | — | NEW | 新規購入 |
| 47 | ACN | Accenture plc | — | NEW | 新規購入 |
| 48 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 49 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 50 | CAT | Caterpillar INC | — | NEW | 新規購入 |