CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全410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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.17% | +0.61% | +4.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.78% | +0.10% | +1.84% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.41% | -3.07% | EXIT | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.70% | -0.01% | +1.71% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.55% | — | -19.24% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.43% | +0.13% | +278.07% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.79% | — | +6.96% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.52% | — | +6.39% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.51% | -0.67% | EXIT | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | +0.01% | +13.50% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.22% | — | +1.57% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.05% | — | +12.74% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | +0.01% | +10.75% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.07% | — | +0.02% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | +4.61% | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | — | +0.35% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +5.98% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | -4.21% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.05% | +7.94% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +20.62% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | — | +11.45% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | +0.11% | +15.40% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.81% | +0.27% | +2.27% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +4.55% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.78% | — | +1.93% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.72% | -0.04% | +51.98% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +8.79% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.70% | — | +0.00% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.68% | -0.07% | +4.79% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | -7.81% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | -0.04% | -13.50% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -2.85% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.60% | — | +7.04% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.06% | -8.55% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | — | |
| 36 | PWR | Quanta Services INC | 株式-資本財 | 0.54% | -0.37% | EXIT | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.52% | — | +24.51% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.50% | — | -2.15% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | -6.32% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +10.97% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | +3.19% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | -4.27% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | +557.64% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -9.63% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -1.93% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -6.69% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | -10.92% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.35% | — | -3.26% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.35% | — | +5.40% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.33% | — | +7.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.4% | +13.50% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | +278.07% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +4.15% | 増加 |
| 4 | MA | Mastercard INC - A | +0.3% | +51.98% | 増加 |
| 5 | TSLA | Tesla INC | +0.3% | +557.64% | 増加 |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +12.74% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.2% | +2.27% | 増加 |
| 8 | CRM | Salesforce INC | +0.2% | +24.51% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +1.93% | 増加 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +150.00% | 増加 |
| 11 | IBB | Ishares Biotechnology ETF | +0.1% | +93.46% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +7.94% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.1% | +20.62% | 増加 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +4.61% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +5.98% | 増加 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +11.45% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.55% | 増加 |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | +6.96% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | +33.97% | 増加 |
| 20 | PWR | Quanta Services INC | +0.1% | -3.60% | 減少 |
| 21 | FDX | Fedex CORP | +0.1% | -0.50% | 減少 |
| 22 | XLI | Ss Industrial Select Sector | +0.1% | +77.55% | 増加 |
| 23 | UNUSD | Unilever N V -ny Shares | +0.1% | +77.23% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.40% | 増加 |
| 25 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +6.39% | 増加 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +10.75% | 増加 |
| 27 | HD | Home Depot INC | +0.1% | +8.79% | 増加 |
| 28 | ADBE | Adobe INC | +0.1% | +7.04% | 増加 |
| 29 | MDT | Medtronic plc | +0.1% | +14.19% | 増加 |
| 30 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.71% | 増加 |
| 31 | NFLX | Netflix INC | 0% | +4.79% | 増加 |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +1.84% | 増加 |
| 33 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +0.35% | 増加 |
| 34 | MSFT | Microsoft CORP | 0% | +6.52% | 増加 |
| 35 | SCHB | Schwab US Broad Market ETF | 0% | +1.57% | 増加 |
| 36 | ESGV | Vanguard Esg US Stock ETF | — | +0.02% | 増加 |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.29% | 増加 |
| 38 | ZTS | Zoetis INC | -0.1% | -56.63% | 減少 |
| 39 | CVX | Chevron CORP | -0.1% | -31.51% | 減少 |
| 40 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -29.89% | 減少 |
| 41 | GSK | GSK plc ADRhedged | -0.1% | -67.85% | 減少 |
| 42 | ABBV | Abbvie INC | -0.1% | -6.69% | 減少 |
| 43 | GILD | Gilead Sciences INC | -0.2% | -47.97% | 減少 |
| 44 | CSCO | Cisco Systems INC | -0.2% | -6.32% | 減少 |
| 45 | DBEF | Xtrackers Msci Eafe Hedged E | -0.3% | -57.72% | 減少 |
| 46 | IWV | Ishares Russell 3000 ETF | -0.9% | -19.24% | 減少 |
| 47 | HIIQEUR | Benefytt Technologies INC | — | EXIT | 全売却 |
| 48 | BCE | Bce INC | — | EXIT | 全売却 |
| 49 | MTCH | Match Group INC | — | NEW | 新規購入 |
| 50 | XYZ | Block INC | — | NEW | 新規購入 |