CIK: 0001567993
申告総資産額
$12.9億
上位200銘柄を表示中（全713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 | AAPL | Apple INC | 株式-IT | 7.11% | -1.02% | -1.43% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.48% | -1.14% | +0.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.33% | — | +4.03% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.23% | -0.07% | +1.99% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.23% | -0.24% | -0.67% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.96% | -0.39% | -0.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.70% | -0.18% | +0.63% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | -0.17% | +3.31% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.13% | +0.44% | +2.96% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.11% | -0.29% | -0.91% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.74% | -0.07% | -2.47% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.55% | +0.25% | -2.53% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 1.52% | -0.10% | +0.64% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.48% | +0.15% | +1.34% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.48% | +0.18% | -1.87% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.38% | -0.07% | -0.05% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.37% | -0.29% | -3.24% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.29% | +0.21% | +21.20% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -1.32% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.21% | +0.16% | +0.61% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.14% | — | -3.30% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.12% | +0.11% | +2.34% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | — | +1.09% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.10% | +9.04% | |
| 25 | ETN | Eaton Corporation plc | 株式-資本財 | 1.08% | +0.17% | -0.39% | |
| 26 | BX | Blackstone INC | 株式-金融 | 1.07% | -0.22% | +3.86% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 1.06% | +0.36% | -2.15% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.02% | +0.10% | -5.84% | |
| 29 | APD | Air Products & Chemicals INC | 株式-素材 | 1.01% | +0.17% | -1.45% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 0.99% | — | +2.73% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.12% | -4.07% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | -2.73% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.96% | — | -0.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | — | -0.39% | |
| 35 | IQLT | Ishares Msci International Q | ETF-その他 | 0.87% | +0.18% | +9.16% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.83% | -0.23% | +1.65% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -9.04% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.80% | — | +1.49% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.30% | -1.70% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.77% | -0.05% | +5.67% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | -0.15% | -4.42% | |
| 42 | TT | Trane Technologies plc | 株式-資本財 | 0.74% | — | -4.64% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.73% | +0.17% | +51.59% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.17% | -1.28% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | -0.11% | -2.97% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.68% | — | +14.06% | |
| 47 | STE | STERIS plc | 株式-ヘルスケア | 0.67% | -0.07% | -1.00% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -0.80% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.64% | +0.10% | -3.02% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | — | +3.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.8% | -0.87% | 減少 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.67% | 減少 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +51.59% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.96% | 増加 |
| 5 | ASML | ASML Holding N.V. | +0.2% | +71.30% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | -1.43% | 減少 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +21.20% | 増加 |
| 8 | AMAT | Applied Materials INC | +0.2% | -2.15% | 減少 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.03% | 増加 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -4.07% | 減少 |
| 11 | AMZN | Amazon.com INC | +0.1% | +3.31% | 増加 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +14.06% | 増加 |
| 13 | CAT | Caterpillar INC | +0.1% | -1.28% | 減少 |
| 14 | VIK | Viking Holdings Ltd | +0.1% | +10.51% | 増加 |
| 15 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +31.91% | 増加 |
| 16 | GS | Goldman Sachs Group INC | +0.1% | -2.47% | 減少 |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +49.00% | 増加 |
| 18 | IQLT | Ishares Msci International Q | +0.1% | +9.16% | 増加 |
| 19 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +18.33% | 増加 |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +18.35% | 増加 |
| 21 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +18.57% | 増加 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +3.81% | 増加 |
| 23 | AS | Amer Sports, Inc. | +0.1% | +61.47% | 増加 |
| 24 | ACN | Accenture plc | +0.1% | +1.65% | 増加 |
| 25 | WMT | Walmart INC | +0.1% | -1.87% | 減少 |
| 26 | CSCO | Cisco Systems INC | +0.1% | -0.80% | 減少 |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.90% | 増加 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.63% | 増加 |
| 29 | NVDA | Nvidia CORP | 0% | +1.99% | 増加 |
| 30 | HSY | Hershey Co/the | -0.1% | -38.42% | 減少 |
| 31 | VZ | Verizon Communications INC | -0.1% | -28.55% | 減少 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -7.10% | 減少 |
| 33 | KVUE | Kenvue INC | -0.1% | -52.11% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | -9.04% | 減少 |
| 35 | UNH | Unitedhealth Group INC | -0.1% | -4.42% | 減少 |
| 36 | FLOT | Ishares Floating Rate Bond E | -0.1% | -5.84% | 減少 |
| 37 | UNP | Union Pacific CORP | -0.1% | -3.30% | 減少 |
| 38 | ZTS | Zoetis INC | -0.1% | -23.33% | 減少 |
| 39 | BX | Blackstone INC | -0.1% | +3.86% | 増加 |
| 40 | TT | Trane Technologies plc | -0.1% | -4.64% | 減少 |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | -69.38% | 減少 |
| 42 | TFC | Truist Financial CORP | -0.1% | -27.18% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -1.32% | 減少 |
| 44 | APD | Air Products & Chemicals INC | -0.2% | -1.45% | 減少 |
| 45 | PANW | Palo Alto Networks INC | -0.2% | +0.64% | 増加 |
| 46 | COST | Costco Wholesale CORP | -0.2% | -2.53% | 減少 |
| 47 | ETN | Eaton Corporation plc | -0.2% | -0.39% | 減少 |
| 48 | HD | Home Depot INC | -0.3% | -0.05% | 減少 |
| 49 | MSFT | Microsoft CORP | -0.5% | +0.24% | 増加 |
| 50 | ORCL | Oracle CORP | -0.7% | -3.24% | 減少 |