CIK: 0001697728
申告総資産額
$34.9億
上位200銘柄を表示中（全519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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 11.75% | — | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.80% | -0.63% | EXIT | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 5.16% | — | — | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.93% | — | -0.14% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.75% | -0.87% | +52.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.91% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.91% | — | -3.37% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | +0.09% | +13.56% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.63% | — | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.48% | — | — | |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.38% | — | — | |
| 12 | T | At&t INC | 株式-通信サービス | 1.32% | — | +329.53% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.01% | +47.15% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +61.17% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | -0.21% | +70.67% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | -0.06% | +382.79% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +17.29% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | -0.09% | +6.81% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +52.51% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | +0.03% | -6.55% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.81% | — | +435.71% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +51.87% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.03% | +56.52% | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.62% | — | +52.20% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +61.90% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.31% | +22.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.14% | -3.44% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -17.11% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.57% | — | +61.93% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -4.95% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | +22.02% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | — | +329.90% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.52% | — | -55.33% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.36% | -4.44% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +10.21% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.48% | — | +26.25% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | -0.09% | +87.24% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | +55.49% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.46% | — | +71.09% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.45% | — | +67.83% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -25.17% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.44% | — | +60.60% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -2.52% | |
| 44 | INTU | Intuit INC | 株式-IT | 0.43% | -0.35% | +54.24% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.04% | +29.45% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +16.05% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | — | +9.24% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | -5.48% | |
| 49 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.35% | — | +63.12% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.34% | — | +3.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | T | At&t INC | +0.9% | +329.53% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.9% | +52.44% | 増加 |
| 3 | ABBV | Abbvie INC | +0.8% | +382.79% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +70.67% | 増加 |
| 5 | PM | Philip Morris International | +0.4% | +329.90% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +47.15% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.3% | +61.17% | 増加 |
| 8 | CLX | Clorox Company | +0.2% | +649.39% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.2% | +87.24% | 増加 |
| 10 | PGR | Progressive CORP | +0.2% | +381.06% | 増加 |
| 11 | KO | Coca-cola Co/the | +0.2% | +61.90% | 増加 |
| 12 | ACN | Accenture plc | +0.2% | +61.93% | 増加 |
| 13 | PEP | Pepsico INC | +0.2% | +51.87% | 増加 |
| 14 | MMM | 3m Co | +0.2% | +190.87% | 増加 |
| 15 | TXN | Texas Instruments INC | +0.2% | +67.83% | 増加 |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +1709.15% | 増加 |
| 17 | NEE | Nextera Energy INC | +0.1% | +435.71% | 増加 |
| 18 | HD | Home Depot INC | +0.1% | +52.51% | 増加 |
| 19 | INTU | Intuit INC | +0.1% | +54.24% | 増加 |
| 20 | NVDA | Nvidia CORP | +0.1% | +56.52% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +52.20% | 増加 |
| 22 | TSLA | Tesla INC | +0.1% | -4.44% | 減少 |
| 23 | CRM | Salesforce INC | +0.1% | +71.09% | 増加 |
| 24 | MRSH | Marsh & Mclennan Cos | +0.1% | +63.12% | 増加 |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | — | 変化なし |
| 26 | GILD | Gilead Sciences INC | +0.1% | +60.60% | 増加 |
| 27 | DIS | Walt Disney Co/the | +0.1% | -4.95% | 減少 |
| 28 | LLY | Eli Lilly & Co | +0.1% | +29.45% | 増加 |
| 29 | AMGN | Amgen INC | +0.1% | +55.49% | 増加 |
| 30 | JNJ | Johnson & Johnson | — | +17.29% | 増加 |
| 31 | AMZN | Amazon.com INC | -0.1% | +13.56% | 増加 |
| 32 | VUG | Vanguard Growth ETF | -0.2% | — | 変化なし |
| 33 | CPT | Camden Property Trust | -0.2% | -90.31% | 減少 |
| 34 | EWZ | Ishares Msci Brazil ETF | -0.2% | -89.45% | 減少 |
| 35 | LMT | Lockheed Martin CORP | -0.2% | -90.76% | 減少 |
| 36 | ESS | Essex Property Trust INC | -0.2% | -92.34% | 減少 |
| 37 | BXP | Bxp INC | -0.3% | -89.22% | 減少 |
| 38 | HON | Honeywell International INC | -0.3% | -93.17% | 減少 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.3% | — | 変化なし |
| 40 | EQR | Equity Residential | -0.3% | -98.97% | 減少 |
| 41 | AAPL | Apple INC | -0.4% | -3.37% | 減少 |
| 42 | AVB | Avalonbay Communities INC | -0.4% | -90.06% | 減少 |
| 43 | VCLT | Vanguard Long-term CORP Bond | -1% | -0.14% | 減少 |
| 44 | AMT | American Tower CORP | -1.1% | -88.69% | 減少 |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.2% | +0.38% | 増加 |
| 46 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -55.33% | 減少 |
| 47 | VCIT | Vanguard Int-term Corporate | -2.6% | — | 変化なし |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |
| 49 | ARE | Alexandria Real Estate Equit | — | EXIT | 全売却 |
| 50 | TEAM | Atlassian Corporation | — | NEW | 新規購入 |