CIK: 0001697728
申告総資産額
$34.9億
上位200銘柄を表示中（全520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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.96% | -0.63% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.52% | — | -27.03% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.28% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.87% | -0.41% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.09% | — | -22.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | +0.09% | -4.70% | |
| 7 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.37% | — | -27.04% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | -11.65% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.26% | — | — | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.24% | — | +7.98% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.15% | -4.74% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -0.01% | +3.92% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.09% | +5.89% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | -0.21% | +31.09% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -8.27% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.91% | — | -10.79% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +6.08% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | -4.56% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | +17.31% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | +0.03% | -5.38% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | +30.23% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.14% | -21.26% | |
| 23 | RTN1USD | Raytheon Company | 株式-その他 | 0.83% | — | +18.52% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -3.39% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | -0.16% | -17.19% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.56% | -0.16% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.31% | +1.80% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.72% | — | +34.52% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +27.49% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -5.65% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | — | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -5.23% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | -0.09% | -16.83% | |
| 34 | NEM | Newmont CORP | 株式-素材 | 0.58% | +0.25% | -1.69% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.55% | — | +27.45% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +19.19% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.55% | — | +205.05% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -8.47% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.53% | — | -0.80% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.52% | — | -21.45% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.51% | — | -9.83% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | -1.74% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | +107.39% | |
| 44 | PGR | Progressive CORP | 株式-金融 | 0.50% | -0.21% | +3.27% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.50% | — | +3.04% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | -16.98% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.48% | — | +2.46% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | -0.52% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.46% | — | +0.10% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.45% | -0.13% | +35.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +4.8% | +230.00% | 増加 |
| 2 | IDXX | Idexx Laboratories INC | +0.4% | +205.05% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +7.98% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +31.09% | 増加 |
| 5 | BMY | Bristol-myers Squibb Co | +0.2% | +107.39% | 増加 |
| 6 | NEE | Nextera Energy INC | +0.2% | +30.23% | 増加 |
| 7 | INTC | Intel CORP | +0.2% | +34.52% | 増加 |
| 8 | RTN1USD | Raytheon Company | +0.2% | +18.52% | 増加 |
| 9 | BFAM | Bright Horizons Family Solut | +0.2% | +409.20% | 増加 |
| 10 | AEP | American Electric Power Company, Inc. | +0.2% | +532.19% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +5.89% | 増加 |
| 12 | ZTS | Zoetis INC | +0.1% | +27.45% | 増加 |
| 13 | C | Citigroup INC | +0.1% | +35.15% | 増加 |
| 14 | CHD | Church & Dwight Co INC | +0.1% | +456.04% | 増加 |
| 15 | MSFT | Microsoft CORP | +0.1% | -0.41% | 減少 |
| 16 | CRM | Salesforce INC | +0.1% | +36.18% | 増加 |
| 17 | SPGI | S&p Global INC | +0.1% | +63.08% | 増加 |
| 18 | MS | Morgan Stanley | +0.1% | +38.97% | 増加 |
| 19 | XLNXEUR | Xilinx INC | +0.1% | +109.08% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +27.49% | 増加 |
| 21 | SBUX | Starbucks CORP | +0.1% | +30.49% | 増加 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -5.38% | 減少 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.92% | 増加 |
| 24 | PEP | Pepsico INC | +0.1% | +6.08% | 増加 |
| 25 | XOM | Exxon Mobil CORP | +0.1% | -0.16% | 減少 |
| 26 | AMZN | Amazon.com INC | 0% | -4.70% | 減少 |
| 27 | KO | Coca-cola Co/the | 0% | +17.31% | 増加 |
| 28 | IWB | Ishares Russell 1000 ETF | 0% | — | 変化なし |
| 29 | PRU | Prudential Financial INC | -0.1% | -45.86% | 減少 |
| 30 | PFPT | Proofpoint INC | -0.2% | -76.41% | 減少 |
| 31 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -50.15% | 減少 |
| 32 | AFL | Aflac INC | -0.2% | -34.42% | 減少 |
| 33 | ES | Eversource Energy | -0.2% | -82.52% | 減少 |
| 34 | XPO | Xpo INC | -0.3% | -82.86% | 減少 |
| 35 | JPM | Jpmorgan Chase & Co | -0.3% | -21.26% | 減少 |
| 36 | AAPL | Apple INC | -0.4% | -22.88% | 減少 |
| 37 | BAX | Baxter International INC | -0.4% | -84.92% | 減少 |
| 38 | AAXJ | Ishares Msci All Country Asi | -0.5% | -27.04% | 減少 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | -27.03% | 減少 |
| 40 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 全売却 |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | 新規購入 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | 全売却 |
| 43 | MTN | Vail Resorts INC | — | EXIT | 全売却 |
| 44 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |
| 45 | XXI | Twenty One Capital, Inc. | — | EXIT | 全売却 |
| 46 | KEYS | Keysight Technologies In | — | NEW | 新規購入 |
| 47 | TWLO | Twilio INC - A | — | NEW | 新規購入 |
| 48 | INCY | Incyte CORP | — | NEW | 新規購入 |
| 49 | AWR | American States Water Co | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |