CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全222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 | BND | Vanguard Total Bond Market | ETF-その他 | 4.53% | -0.23% | +4.57% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.32% | +0.31% | -11.06% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.26% | +0.19% | +0.23% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.04% | +0.13% | +4.99% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.97% | +0.02% | +4.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | +0.02% | +19.38% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | +0.30% | +11.58% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.95% | +0.15% | +0.25% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.81% | +0.02% | +3.25% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.79% | +0.27% | +1.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | -0.08% | +3.39% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.60% | — | +4.22% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.57% | +0.17% | -0.47% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.53% | +0.06% | +6.40% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | — | +6.67% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.48% | — | +10.36% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.46% | -0.43% | +4.37% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.36% | — | +4.88% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.32% | — | +1.07% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | +0.02% | +10.48% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.30% | +0.08% | -0.09% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.27% | — | +0.74% | |
| 23 | MS | Morgan Stanley | 株式-金融 | 1.21% | — | -2.72% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | -3.54% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.15% | — | +283.68% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.11% | — | +17.61% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | — | -1.66% | |
| 28 | ADBE | Adobe INC | 株式-IT | 1.07% | -0.39% | -0.27% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | — | +1.17% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +22.06% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.99% | — | +10.26% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 0.89% | — | -4.67% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.88% | — | +1.48% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | -7.33% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | +0.41% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | +0.39% | NEW | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.84% | — | +56.98% | |
| 38 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.83% | — | +125.52% | |
| 39 | ALL | Allstate CORP | 株式-金融 | 0.83% | — | +4.30% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.82% | — | -17.65% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | — | -0.89% | |
| 42 | FSLR | First Solar INC | 株式-IT | 0.77% | — | +3.58% | |
| 43 | OKTA | Okta INC | 株式-IT | 0.76% | — | +2.00% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +3.09% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.74% | — | -1.03% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +3.40% | |
| 47 | DG | Dollar General CORP | 株式-生活必需品 | 0.72% | — | -7.70% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.69% | — | +1.25% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.69% | — | +131.05% | |
| 50 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.68% | — | -0.59% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | +0.4% | +125.52% | 増加 |
| 2 | PLD | Prologis INC | +0.3% | +131.05% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.3% | +4.88% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +19.38% | 増加 |
| 5 | TGT | Target CORP | +0.3% | +56.98% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +4.22% | 増加 |
| 7 | EMR | Emerson Electric Co | +0.3% | +52.62% | 増加 |
| 8 | HON | Honeywell International INC | +0.2% | +54.58% | 増加 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +0.25% | 増加 |
| 10 | FSLR | First Solar INC | +0.2% | +3.58% | 増加 |
| 11 | MS | Morgan Stanley | +0.2% | -2.72% | 減少 |
| 12 | ABBV | Abbvie INC | +0.2% | +36.72% | 増加 |
| 13 | SIVBEUR | Svb Financial Group | +0.2% | -2.78% | 減少 |
| 14 | PNC | Pnc Financial Services Group | +0.2% | +26.87% | 増加 |
| 15 | SNA | Snap-on INC | +0.2% | +81.33% | 増加 |
| 16 | AVGO | Broadcom INC | +0.1% | +6.40% | 増加 |
| 17 | MDT | Medtronic plc | +0.1% | +17.61% | 増加 |
| 18 | LRCXEUR | Lam Research CORP | +0.1% | -4.67% | 減少 |
| 19 | PEP | Pepsico INC | +0.1% | +22.06% | 増加 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.39% | 増加 |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +10.36% | 増加 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +4.56% | 増加 |
| 23 | AMP | Ameriprise Financial INC | +0.1% | +6.80% | 増加 |
| 24 | BLKCHF | Blackrock INC | +0.1% | -3.54% | 減少 |
| 25 | CSCO | Cisco Systems INC | +0.1% | +10.26% | 増加 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.25% | 増加 |
| 27 | ALL | Allstate CORP | 0% | +4.30% | 増加 |
| 28 | OKTA | Okta INC | 0% | +2.00% | 増加 |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | +1.84% | 増加 |
| 30 | CVX | Chevron CORP | 0% | -1.66% | 減少 |
| 31 | AMZN | Amazon.com INC | 0% | +11.58% | 増加 |
| 32 | AAPL | Apple INC | -0.1% | +0.23% | 増加 |
| 33 | JNJ | Johnson & Johnson | -0.1% | +6.67% | 増加 |
| 34 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.47% | 減少 |
| 35 | MSFT | Microsoft CORP | -0.2% | +4.99% | 増加 |
| 36 | ENR | Energizer Holdings INC | -0.2% | -62.15% | 減少 |
| 37 | LMT | Lockheed Martin CORP | -0.2% | -64.93% | 減少 |
| 38 | MAS | Masco CORP | -0.3% | -23.71% | 減少 |
| 39 | INTC | Intel CORP | -0.3% | -27.11% | 減少 |
| 40 | CVS | Cvs Health CORP | -0.5% | -46.16% | 減少 |
| 41 | BND | Vanguard Total Bond Market | -0.5% | +4.57% | 増加 |
| 42 | HTAEUR | Healthcare Trust Of Ame-cl A | -0.6% | -54.21% | 減少 |
| 43 | PHM | Pultegroup INC | -0.6% | -39.51% | 減少 |
| 44 | NOC | Northrop Grumman CORP | -0.6% | -94.18% | 減少 |
| 45 | LOW | Lowe's Cos INC | — | EXIT | 全売却 |
| 46 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 47 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 48 | HD | Home Depot INC | — | NEW | 新規購入 |
| 49 | UL | Unilever PLC | — | NEW | 新規購入 |
| 50 | UNUSD | Unilever N V -ny Shares | — | EXIT | 全売却 |