CIK: 0001532520
申告総資産額
$9.4億
上位200銘柄を表示中（全1489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 | 42.74% | -0.41% | +1.09% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 20.88% | — | +1.51% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.65% | +0.11% | +1.28% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.59% | +0.14% | +1.60% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.99% | — | +2.84% | |
| 6 | AMCR | Amcor plc | 株式-一般消費財 | 1.17% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | +0.38% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.96% | +0.08% | -15.92% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.77% | — | -16.76% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.01% | +3.76% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.26% | — | +4.73% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.22% | — | +2.05% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | — | -17.75% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.21% | — | -9.52% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | +7.35% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | — | +3.61% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | -0.14% | +0.41% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.17% | — | +1.20% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | +0.01% | +0.29% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | +2.05% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | -10.87% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +4.37% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | — | +5.18% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.11% | — | +10.58% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.11% | — | -8.72% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.11% | — | +2.23% | |
| 27 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.11% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | +0.03% | +28.31% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | — | -0.66% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | +0.01% | +11.18% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | — | +9.88% | |
| 32 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.08% | — | +1.07% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.08% | +0.03% | +5.84% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.08% | — | +3.34% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | — | +11.58% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.07% | -0.03% | +12.88% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.07% | — | +7.21% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.07% | — | +1.81% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.07% | — | +10.32% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.06% | +0.05% | +1.28% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.06% | — | -7.34% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.06% | — | +26.41% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.06% | — | +4.35% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.06% | +0.01% | +5.04% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | +0.01% | +4.26% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.05% | -0.05% | -4.61% | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.05% | — | -2.04% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.05% | — | +8.29% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.05% | -0.24% | — | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.05% | — | -38.78% |
| # | 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 | +0.2% | +1.09% | 増加 |
| 2 | VO | Vanguard Mid-cap ETF | +0.1% | +1.28% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.1% | +3.76% | 増加 |
| 4 | DIS | Walt Disney Co/the | 0% | +11.18% | 増加 |
| 5 | HD | Home Depot INC | 0% | +28.31% | 増加 |
| 6 | AMZN | Amazon.com INC | 0% | +7.35% | 増加 |
| 7 | META | Meta Platforms Inc-class A | 0% | +9.88% | 増加 |
| 8 | ✓ | T. Rowe Price Group, Inc. | 0% | +325.42% | 増加 |
| 9 | AAPL | Apple INC | 0% | +4.73% | 増加 |
| 10 | V | Visa Inc-class A Shares | 0% | +1.20% | 増加 |
| 11 | VUG | Vanguard Growth ETF | 0% | +26.41% | 増加 |
| 12 | MA | Mastercard INC - A | 0% | +7.21% | 増加 |
| 13 | COST | Costco Wholesale CORP | 0% | +2.23% | 増加 |
| 14 | ADBE | Adobe INC | 0% | +3.34% | 増加 |
| 15 | ZTS | Zoetis INC | 0% | +64.06% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | 0% | -0.66% | 減少 |
| 17 | IAUUSD | Ishares Gold Trust | 0% | — | 変化なし |
| 18 | VB | Vanguard Small-cap ETF | — | +1.60% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.38% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | +11.58% | 増加 |
| 21 | YUM | Yum! Brands INC | — | +1.07% | 増加 |
| 22 | CVX | Chevron CORP | — | +12.88% | 増加 |
| 23 | PG | Procter & Gamble Co/the | — | +5.84% | 増加 |
| 24 | MHK | Mohawk Industries INC | — | +34.27% | 増加 |
| 25 | NOK | Nokia Corp-spon Adr | — | +76.11% | 増加 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | -8.72% | 減少 |
| 27 | DVY | Ishares Select Dividend ETF | 0% | -17.48% | 減少 |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | -6.06% | 減少 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +3.61% | 増加 |
| 30 | JWNUSD | Nordstrom INC | 0% | +0.40% | 増加 |
| 31 | JNJ | Johnson & Johnson | 0% | -10.87% | 減少 |
| 32 | ORCL | Oracle CORP | 0% | -30.91% | 減少 |
| 33 | INTC | Intel CORP | 0% | -4.61% | 減少 |
| 34 | CSCO | Cisco Systems INC | 0% | -38.78% | 減少 |
| 35 | MMM | 3m Co | 0% | -20.55% | 減少 |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -9.52% | 減少 |
| 37 | PEP | Pepsico INC | 0% | -17.75% | 減少 |
| 38 | IEMG | Ishares Core Msci Emerging | -0.1% | +2.84% | 増加 |
| 39 | MINT | Pimco Enhanced Short Maturit | -0.2% | -16.76% | 減少 |
| 40 | ACWI | Ishares Msci Acwi ETF | -0.2% | -15.92% | 減少 |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +1.51% | 増加 |
| 42 | AMCR | Amcor plc | — | NEW | 新規購入 |
| 43 | ✓ | Bemis INC | — | EXIT | 全売却 |
| 44 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 45 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 46 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 47 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |
| 48 | POR | Portland General Electric Co | — | NEW | 新規購入 |
| 49 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | 新規購入 |
| 50 | DOW | Dow INC | — | NEW | 新規購入 |