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 | 11.60% | -0.27% | +28.77% | |
| 2 | XLE | Ss Energy Select Sector | ETF-その他 | 6.24% | — | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.40% | +0.23% | +21.84% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.06% | — | -10.50% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.88% | +1.32% | +97.23% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.76% | +0.43% | -17.48% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.55% | — | -34.89% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.64% | +2.77% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.45% | +0.74% | +68.10% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | -0.16% | -0.53% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.84% | +0.36% | +8.64% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.77% | +0.20% | -5.74% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.74% | — | -7.25% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.42% | — | +50.10% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | — | -17.75% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | +0.53% | -13.21% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.20% | +0.31% | -11.74% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.18% | — | -2.26% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | -10.73% | |
| 20 | PCAR | Paccar INC | 株式-資本財 | 1.00% | — | +228.56% | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.99% | +0.23% | +10.05% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | -14.16% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.94% | -0.20% | -6.59% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.94% | — | -7.93% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.90% | +0.50% | -7.85% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -19.87% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | +0.32% | |
| 28 | UBER | Uber Technologies INC | 株式-資本財 | 0.87% | — | +7.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | -19.64% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | — | -8.83% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.81% | — | -11.59% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.74% | +0.58% | +4.70% | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.68% | -0.17% | +0.07% | |
| 34 | MDT | Medtronic plc | 株式-ヘルスケア | 0.68% | — | -5.54% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | -0.20% | -10.21% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -5.30% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | -0.13% | -4.27% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.63% | — | -2.28% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +2.52% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.60% | -0.19% | -2.00% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | -9.83% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | -0.76% | +53.50% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.59% | -0.33% | +9.56% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -0.67% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.58% | — | -10.47% | |
| 46 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.55% | — | -1.93% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.50% | +52.29% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | -16.45% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.54% | — | -2.60% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.52% | — | -8.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +4% | +28.77% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.8% | +97.23% | 増加 |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +68.10% | 増加 |
| 4 | PCAR | Paccar INC | +0.7% | +228.56% | 増加 |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.6% | +50.10% | 増加 |
| 6 | XLK | Ss Technology Select Sector | 0% | -7.85% | 減少 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.32% | 増加 |
| 8 | INTC | Intel CORP | -0.1% | -11.59% | 減少 |
| 9 | UNH | Unitedhealth Group INC | -0.1% | -10.21% | 減少 |
| 10 | AMGN | Amgen INC | -0.1% | -7.93% | 減少 |
| 11 | MDT | Medtronic plc | -0.1% | -5.54% | 減少 |
| 12 | JNJ | Johnson & Johnson | -0.1% | -14.16% | 減少 |
| 13 | TRV | Travelers Cos Inc/the | -0.1% | -1.93% | 減少 |
| 14 | CMCSA | Comcast Corp-class A | -0.1% | -13.84% | 減少 |
| 15 | VUG | Vanguard Growth ETF | -0.1% | -11.74% | 減少 |
| 16 | CTAS | Cintas CORP | -0.1% | -1.80% | 減少 |
| 17 | EFA | Ishares Msci Eafe ETF | -0.1% | -2.26% | 減少 |
| 18 | GOOGL | Alphabet Inc-cl A | -0.2% | -13.21% | 減少 |
| 19 | META | Meta Platforms Inc-class A | -0.2% | -10.73% | 減少 |
| 20 | UNP | Union Pacific CORP | -0.2% | -16.45% | 減少 |
| 21 | MDY | State Street Spdr S&p Midcap | -0.2% | -8.21% | 減少 |
| 22 | CVX | Chevron CORP | -0.2% | -22.03% | 減少 |
| 23 | VLO | Valero Energy CORP | -0.2% | -5.32% | 減少 |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -8.83% | 減少 |
| 25 | HON | Honeywell International INC | -0.2% | -20.24% | 減少 |
| 26 | PNC | Pnc Financial Services Group | -0.2% | -20.36% | 減少 |
| 27 | T | At&t INC | -0.2% | -74.55% | 減少 |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +8.64% | 増加 |
| 29 | SBUX | Starbucks CORP | -0.2% | -6.59% | 減少 |
| 30 | HD | Home Depot INC | -0.2% | -19.87% | 減少 |
| 31 | DIS | Walt Disney Co/the | -0.2% | -5.30% | 減少 |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.2% | -18.00% | 減少 |
| 33 | BKNG | Booking Holdings INC | -0.2% | -23.73% | 減少 |
| 34 | UTXZ | United Tech CORP | -0.2% | -10.06% | 減少 |
| 35 | USB | US Bancorp | -0.3% | -9.95% | 減少 |
| 36 | V | Visa Inc-class A Shares | -0.3% | -17.75% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.3% | -20.37% | 減少 |
| 38 | COP | Conocophillips | -0.3% | -11.53% | 減少 |
| 39 | AAPL | Apple INC | -0.4% | -10.50% | 減少 |
| 40 | CSCO | Cisco Systems INC | -0.4% | -60.81% | 減少 |
| 41 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -7.25% | 減少 |
| 42 | VB | Vanguard Small-cap ETF | -0.5% | -5.74% | 減少 |
| 43 | JPM | Jpmorgan Chase & Co | -0.5% | -19.64% | 減少 |
| 44 | SCHM | Schwab US Mid Cap ETF | -0.7% | -51.35% | 減少 |
| 45 | SCHX | Schwab US Large-cap ETF | -1.1% | -17.48% | 減少 |
| 46 | SCHF | Schwab Intl Equity ETF | -1.7% | -34.89% | 減少 |
| 47 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 48 | LYB | LyondellBasell Industries N.V. | — | EXIT | 全売却 |
| 49 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 50 | ACN | Accenture plc | — | EXIT | 全売却 |