CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全488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 | 12.09% | -0.83% | -1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.79% | -0.14% | -0.65% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.54% | — | -0.41% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.35% | -0.73% | +0.75% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 3.15% | -0.61% | -12.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | -0.23% | -1.96% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.98% | +0.42% | -0.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | -0.14% | -0.51% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.62% | — | -1.01% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.56% | -0.14% | -1.81% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.44% | +0.21% | -0.22% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.39% | — | -4.40% | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.35% | +0.14% | -3.01% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.32% | -0.09% | -0.20% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.28% | +0.33% | -0.10% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.26% | +0.11% | -1.03% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.08% | -1.39% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.08% | +5.01% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.20% | +0.32% | -0.00% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.17% | -0.11% | -2.59% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | +0.09% | +1.81% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | +0.20% | -0.22% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.10% | — | -0.17% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.04% | +0.24% | +1.49% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.03% | -0.06% | -1.74% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | +0.22% | -2.35% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | +10.98% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.95% | -0.23% | +0.08% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +0.54% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.33% | +5.61% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.80% | — | -2.96% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.75% | — | -1.29% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | -0.65% | |
| 34 | CBU | Community Financial System I | 株式-その他 | 0.70% | — | -13.54% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.69% | +0.06% | -0.36% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.66% | -0.16% | +0.56% | |
| 37 | GLW | Corning INC | 株式-IT | 0.66% | +0.27% | -28.76% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | -4.45% | |
| 39 | CMI | Cummins INC | 株式-資本財 | 0.64% | — | -2.32% | |
| 40 | LRCX | Lam Research CORP | 株式-IT | 0.63% | +0.07% | -2.80% | |
| 41 | NUE | Nucor CORP | 株式-素材 | 0.63% | — | -0.69% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | +0.07% | -0.79% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.07% | +3.81% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.22% | +1.80% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.59% | — | +1.11% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.59% | +0.06% | +9.85% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.09% | +2.42% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | -1.62% | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.55% | +0.10% | +1.48% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | +0.06% | -0.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.51% | 減少 |
| 2 | AAPL | Apple INC | +0.4% | -1.16% | 減少 |
| 3 | MRK | Merck & Co. INC. | +0.3% | -0.22% | 減少 |
| 4 | CAT | Caterpillar INC | +0.2% | +1.49% | 増加 |
| 5 | BMY | Bristol-myers Squibb Co | +0.2% | -3.01% | 減少 |
| 6 | LLY | Eli Lilly & Co | +0.1% | -3.82% | 減少 |
| 7 | LRCX | Lam Research CORP | +0.1% | -2.80% | 減少 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.22% | 減少 |
| 9 | AMZN | Amazon.com INC | +0.1% | +5.01% | 増加 |
| 10 | NUE | Nucor CORP | +0.1% | -0.69% | 減少 |
| 11 | CMI | Cummins INC | +0.1% | -2.32% | 減少 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +5.61% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | -4.40% | 減少 |
| 14 | AMGN | Amgen INC | +0.1% | -0.79% | 減少 |
| 15 | TMO | Thermo Fisher Scientific INC | +0.1% | +1.09% | 増加 |
| 16 | CMCSA | Comcast Corp-class A | +0.1% | +123.35% | 増加 |
| 17 | FCX | Freeport-mcmoran INC | +0.1% | +0.59% | 増加 |
| 18 | WMT | Walmart INC | +0.1% | -1.03% | 減少 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -0.52% | 減少 |
| 20 | WM | Waste Management INC | +0.1% | +32.40% | 増加 |
| 21 | CMG | Chipotle Mexican Grill INC | +0.1% | +43.92% | 増加 |
| 22 | USB | US Bancorp | +0.1% | +21.12% | 増加 |
| 23 | RTX | Rtx CORP | 0% | -1.29% | 減少 |
| 24 | AVDV | Avantis Intl S/c Value ETF | 0% | +0.08% | 増加 |
| 25 | AVGO | Broadcom INC | 0% | -1.81% | 減少 |
| 26 | PEP | Pepsico INC | 0% | +1.81% | 増加 |
| 27 | VOO | Vanguard S&p 500 ETF | — | -0.07% | 減少 |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.41% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -0.65% | 減少 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | -83.82% | 減少 |
| 31 | FISV | Fiserv INC | -0.1% | +53.30% | 増加 |
| 32 | SBUX | Starbucks CORP | -0.1% | -28.98% | 減少 |
| 33 | NFG | National Fuel Gas Co | -0.1% | -73.53% | 減少 |
| 34 | LEN | Lennar Corp-a | -0.1% | -21.29% | 減少 |
| 35 | ADP | Automatic Data Processing | -0.1% | -1.43% | 減少 |
| 36 | T | At&t INC | -0.1% | -1.68% | 減少 |
| 37 | BLK | Blackrock INC | -0.1% | -17.07% | 減少 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -29.08% | 減少 |
| 39 | HD | Home Depot INC | -0.1% | -2.15% | 減少 |
| 40 | ITW | Illinois Tool Works | -0.1% | -7.80% | 減少 |
| 41 | CVS | Cvs Health CORP | -0.1% | -67.39% | 減少 |
| 42 | VZ | Verizon Communications INC | -0.1% | -2.35% | 減少 |
| 43 | CBU | Community Financial System I | -0.1% | -13.54% | 減少 |
| 44 | 6D8 | Dupont De Nemours INC | -0.2% | -2.05% | 減少 |
| 45 | ADM | Archer-daniels-midland Co | -0.2% | -77.05% | 減少 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -73.92% | 減少 |
| 47 | GLW | Corning INC | -0.2% | -28.76% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.3% | +0.75% | 増加 |
| 49 | IBM | Intl Business Machines CORP | -0.4% | -12.49% | 減少 |
| 50 | ✓ | Intl Business Machines CORP | — | NEW | 新規購入 |