CIK: 0001704677
申告総資産額
$3.3億
上位200銘柄を表示中（全484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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.85% | — | +0.33% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.17% | — | +3.30% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.48% | — | +12.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.24% | — | +15.59% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.95% | — | +5.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.94% | — | +14.71% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.85% | — | +2.47% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.73% | — | +3.68% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.70% | — | +4.57% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.64% | — | -2.07% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.61% | — | +0.24% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.57% | — | -1.24% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | — | +5.84% | |
| 14 | COR | Cencora INC | 株式-ヘルスケア | 1.27% | — | -1.85% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.26% | — | — | |
| 16 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.24% | — | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.22% | — | +3.49% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | +8.84% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.17% | — | -1.50% | |
| 20 | VDE | Vanguard Energy ETF | ETF-その他 | 1.17% | — | +33.79% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.13% | — | +15.85% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 1.10% | — | -3.21% | |
| 23 | TWXCHF | Time Warner INC | 株式-その他 | 1.07% | — | -5.86% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 1.07% | — | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | — | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.02% | — | +3.86% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.99% | — | -3.70% | |
| 28 | AXP | American Express Company | 株式-金融 | 0.99% | — | -6.17% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | +21.05% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.94% | — | +5.12% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.93% | — | +11.90% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.91% | — | +2.02% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.86% | — | +11.62% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -3.27% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.81% | — | +9.58% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.78% | — | — | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.77% | — | -3.09% | |
| 39 | CERNCHF | Cerner CORP | 株式-その他 | 0.75% | — | -15.02% | |
| 40 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.74% | — | -2.06% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | -2.19% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | +6.41% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.62% | — | -0.80% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.62% | — | — | |
| 45 | OSBC | Old Second Bancorp INC | 株式-その他 | 0.59% | — | -13.17% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.58% | — | -6.53% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.57% | — | — | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 49 | EBAY | Ebay INC | 株式-一般消費財 | 0.53% | — | -0.33% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | +32.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +3.30% | 増加 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +0.33% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +1.1% | +12.60% | 増加 |
| 4 | BND | Vanguard Total Bond Market | +1.1% | +15.59% | 増加 |
| 5 | AAPL | Apple INC | +0.6% | +14.71% | 増加 |
| 6 | VO | Vanguard Mid-cap ETF | +0.5% | +5.91% | 増加 |
| 7 | VUG | Vanguard Growth ETF | +0.5% | +3.68% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | +0.24% | 増加 |
| 9 | VDE | Vanguard Energy ETF | +0.4% | +33.79% | 増加 |
| 10 | MA | Mastercard INC - A | +0.4% | -2.07% | 減少 |
| 11 | JNJ | Johnson & Johnson | +0.4% | +5.84% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +8.84% | 増加 |
| 13 | MPC | Marathon Petroleum CORP | +0.4% | +1052.50% | 増加 |
| 14 | AMGN | Amgen INC | +0.4% | +21.05% | 増加 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.4% | +215.12% | 増加 |
| 16 | PYPL | Paypal Holdings INC | +0.4% | +2.02% | 増加 |
| 17 | ORCL | Oracle CORP | +0.3% | +5.12% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.3% | +11.90% | 増加 |
| 19 | UTXZ | United Tech CORP | +0.3% | — | 変化なし |
| 20 | INTC | Intel CORP | +0.3% | +11.62% | 増加 |
| 21 | BGS | B&g Foods INC | +0.3% | +140.00% | 増加 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +82.44% | 増加 |
| 23 | VLO | Valero Energy CORP | +0.2% | +266.67% | 増加 |
| 24 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +32.36% | 増加 |
| 25 | BAC | Bank Of America CORP | +0.2% | +378.15% | 増加 |
| 26 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +31.13% | 増加 |
| 27 | MCD | Mcdonald's CORP | +0.2% | — | 変化なし |
| 28 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +245.29% | 増加 |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | +78.97% | 増加 |
| 30 | GLD | Spdr Gold Shares | +0.1% | +78.57% | 増加 |
| 31 | AXP | American Express Company | +0.1% | -6.17% | 減少 |
| 32 | LOW | Lowe's Cos INC | +0.1% | -3.70% | 減少 |
| 33 | KMI | Kinder Morgan INC | +0.1% | +202.03% | 増加 |
| 34 | BIDU | Baidu INC - Spon Adr | 0% | -29.89% | 減少 |
| 35 | TTWO 1 07-01-18 | Take-two Interactive Sof | -0.3% | — | 変化なし |
| 36 | CVX | Chevron CORP | -0.5% | +10.20% | 増加 |
| 37 | TFX 3.875 08-01-17 | Teleflex INC | -0.9% | — | 変化なし |
| 38 | CAA 1.25 08-01-32 | Calatlantic Group INC | -1.7% | — | 変化なし |
| 39 | LRCX 1.25 05-15-18 | Lam Research CORP | -4.1% | — | 変化なし |
| 40 | BKNG 1 03-15-18 | Booking Holdings INC | -8.9% | — | 変化なし |
| 41 | SNDK 1.5 08-15-17 | Sandisk CORP | -11.3% | — | 変化なし |
| 42 | GDX | Vaneck Gold Miners ETF | — | NEW | 新規購入 |
| 43 | ✓ | United States Natl Gas Fund | — | NEW | 新規購入 |
| 44 | TEX | Terex CORP | — | NEW | 新規購入 |
| 45 | EWC | Ishares Msci Canada ETF | — | NEW | 新規購入 |
| 46 | DHR 0 01-22-21 | Danaher CORP | — | NEW | 新規購入 |
| 47 | IYF | Ishares US Financials ETF | — | EXIT | 全売却 |
| 48 | RHT1EUR | Red Hat INC | — | NEW | 新規購入 |
| 49 | GOF | Guggenheim Strategic Opportunities Fund | — | NEW | 新規購入 |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | 全売却 |