CIK: 0001532520
申告総資産額
$9.4億
上位200銘柄を表示中（全1327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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 42.52% | -0.41% | +86.41% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 21.16% | — | +78.06% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.59% | +0.14% | +78.85% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.55% | +0.11% | +82.20% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.06% | — | +88.92% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.17% | +0.08% | -24.07% | |
| 7 | ✓ | Bemis INC | 株式-その他 | 1.15% | — | -4.63% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | +0.90% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.96% | — | -35.46% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.01% | +6.69% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +3.87% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.25% | — | +0.24% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.24% | — | +0.37% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.22% | — | -11.26% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | +1.08% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | -0.14% | +0.58% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | +16.67% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | +0.01% | +0.21% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | +4.14% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.15% | — | +30.55% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | -12.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | — | +44.95% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.12% | — | -3.31% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.11% | — | -1.57% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.11% | — | +6.00% | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.10% | — | +44.49% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.10% | — | +3.17% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | -5.89% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | — | +9.81% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | — | +19.96% | |
| 31 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.08% | — | -10.07% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.08% | +0.03% | -9.53% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.08% | — | +7.44% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | +0.03% | +26.60% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.07% | +0.01% | +11.40% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.07% | — | +48.96% | |
| 37 | JWNUSD | Nordstrom INC | 株式-その他 | 0.07% | -0.01% | +0.17% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.07% | — | +1.93% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.07% | +0.05% | +8.31% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.07% | — | -17.85% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.07% | — | +73.89% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.07% | -0.03% | +23.65% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | — | +11.00% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.07% | -0.05% | +29.73% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.06% | — | -11.72% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.06% | — | — | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.06% | — | +32.47% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.06% | — | -8.45% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | +0.01% | -14.21% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.06% | +0.01% | -12.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.8% | +86.41% | 増加 |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1.6% | +78.06% | 増加 |
| 3 | VO | Vanguard Mid-cap ETF | +1.2% | +82.20% | 増加 |
| 4 | VB | Vanguard Small-cap ETF | +1% | +78.85% | 増加 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.5% | +88.92% | 増加 |
| 6 | BABA | Alibaba Group Holding-sp Adr | 0% | +73.89% | 増加 |
| 7 | RMD | Resmed INC | 0% | +854.15% | 増加 |
| 8 | NOK | Nokia Corp-spon Adr | 0% | +877.84% | 増加 |
| 9 | EW | Edwards Lifesciences CORP | 0% | +99.08% | 増加 |
| 10 | TJX | Tjx Companies INC | 0% | +126.80% | 増加 |
| 11 | ADP | Automatic Data Processing | 0% | +259.43% | 増加 |
| 12 | FISV | Fiserv INC | 0% | +147.79% | 増加 |
| 13 | INTU | Intuit INC | — | +65.49% | 増加 |
| 14 | CSL | Carlisle Cos INC | — | +84.36% | 増加 |
| 15 | ADBE | Adobe INC | 0% | +48.96% | 増加 |
| 16 | MA | Mastercard INC - A | 0% | +32.47% | 増加 |
| 17 | INTC | Intel CORP | 0% | +29.73% | 増加 |
| 18 | XOM | Exxon Mobil CORP | 0% | +20.06% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +44.95% | 増加 |
| 20 | META | Meta Platforms Inc-class A | 0% | +19.96% | 増加 |
| 21 | HD | Home Depot INC | 0% | +26.60% | 増加 |
| 22 | CVX | Chevron CORP | 0% | +23.65% | 増加 |
| 23 | BA | Boeing Co/the | 0% | +30.55% | 増加 |
| 24 | IAUUSD | Ishares Gold Trust | 0% | +44.49% | 増加 |
| 25 | CSCO | Cisco Systems INC | 0% | +9.81% | 増加 |
| 26 | CFG | Citizens Financial Group | 0% | -74.85% | 減少 |
| 27 | PPG | Ppg Industries INC | 0% | -69.80% | 減少 |
| 28 | COST | Costco Wholesale CORP | -0.1% | +3.17% | 増加 |
| 29 | AMZN | Amazon.com INC | -0.1% | +16.67% | 増加 |
| 30 | V | Visa Inc-class A Shares | -0.1% | +4.14% | 増加 |
| 31 | KYN | Kayne Anderson Energy Infra | -0.1% | -31.86% | 減少 |
| 32 | TSLA | Tesla INC | -0.1% | -67.95% | 減少 |
| 33 | IWB | Ishares Russell 1000 ETF | -0.1% | +0.21% | 増加 |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.58% | 増加 |
| 35 | AAPL | Apple INC | -0.1% | +0.24% | 増加 |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | +1.08% | 増加 |
| 37 | PEP | Pepsico INC | -0.2% | +3.87% | 増加 |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | +0.37% | 増加 |
| 39 | VXUS | Vanguard Total Intl Stock | -0.2% | -98.80% | 減少 |
| 40 | MSFT | Microsoft CORP | -0.2% | +6.69% | 増加 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -81.55% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +0.90% | 増加 |
| 43 | ✓ | Bemis INC | -0.7% | -4.63% | 減少 |
| 44 | ACWI | Ishares Msci Acwi ETF | -1.3% | -24.07% | 減少 |
| 45 | MINT | Pimco Enhanced Short Maturit | -1.7% | -35.46% | 減少 |
| 46 | DVY | Ishares Select Dividend ETF | — | NEW | 新規購入 |
| 47 | VGT | Vanguard Info Tech ETF | — | EXIT | 全売却 |
| 48 | ✓ | Broadcom Inc. | — | NEW | 新規購入 |
| 49 | STE | STERIS plc | — | NEW | 新規購入 |
| 50 | STE | STERIS plc | — | EXIT | 全売却 |