CIK: 0001479844
申告総資産額
$62.4億
上位200銘柄を表示中（全1049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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.07% | +0.03% | +2.40% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.71% | -0.11% | +5.62% | |
| 3 | ✓ | Intl- Acadian - Com | 株式-その他 | 5.31% | +0.15% | +1.03% | |
| 4 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 5.21% | — | +0.09% | |
| 5 | LAZ | Lazard, Inc. | 株式-金融 | 3.83% | -0.12% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 3.29% | -0.16% | +2.80% | |
| 7 | ✓ | Dtc US Active Equity - Westfield Com | 株式-その他 | 3.03% | -0.05% | +6.10% | |
| 8 | UBS 0 01-18-13 008N | UBS AG | 株式-金融 | 2.76% | -0.08% | — | |
| 9 | ✓ | Intl - Causeway - Com | 株式-その他 | 2.60% | +0.08% | -28.62% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.20% | -0.07% | -0.43% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.17% | +0.03% | -0.07% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.93% | +0.10% | +0.59% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.71% | -0.11% | +0.19% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.61% | — | +0.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | +0.23% | +0.14% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | -0.07% | +12.92% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.97% | — | +11.16% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.88% | +0.07% | +1.03% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | +0.07% | -6.76% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | -12.65% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | -0.01% | -1.66% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | -0.02% | +0.21% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.66% | — | +19.46% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | +0.04% | +9.21% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +1.17% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +0.07% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | +0.01% | -7.02% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | -3.77% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | +0.12% | +15.07% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | +0.04% | -12.06% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | — | +2.35% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -2.67% | |
| 33 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.43% | — | +0.02% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.42% | +0.06% | +8.80% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +13.87% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | -5.02% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | +2.16% | |
| 38 | ✓ | Lsv Global Concentrated | 株式-その他 | 0.33% | — | +13.65% | |
| 39 | CB | Chubb Limited | 株式-金融 | 0.32% | — | -11.10% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.32% | +0.21% | -3.14% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | -0.18% | +76.61% | |
| 42 | IPMLF | Imperial Metals CORP | 株式-その他 | 0.30% | — | — | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.29% | — | +9.41% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | +13.66% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | +0.47% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | +0.07% | +11.23% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.26% | — | -1.88% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | +44.00% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +15.13% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.25% | — | +1.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COKE | Coca-cola Consolidated INC | +1.1% | +0.09% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +5.62% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +13.87% | 増加 |
| 4 | PG | Procter & Gamble Co/the | +0.1% | +76.61% | 増加 |
| 5 | CVX | Chevron CORP | +0.1% | +44.00% | 増加 |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +19.46% | 増加 |
| 7 | UNP | Union Pacific CORP | +0.1% | +163.51% | 増加 |
| 8 | AMAT | Applied Materials INC | +0.1% | +20.30% | 増加 |
| 9 | LIN | Linde plc | +0.1% | +208.13% | 増加 |
| 10 | BP | Bp Plc-spons Adr | +0.1% | +388.09% | 増加 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.80% | 増加 |
| 12 | GEV | GE Vernova INC | +0.1% | +18.15% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.77% | 減少 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.16% | 増加 |
| 15 | KO | The Coca-Cola Company | +0.1% | +96.38% | 増加 |
| 16 | PM | Philip Morris International | +0.1% | +31.89% | 増加 |
| 17 | BAP | Credicorp Ltd. | +0.1% | +404.05% | 増加 |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | +68.72% | 増加 |
| 19 | NFLX | Netflix INC | +0.1% | +37.86% | 増加 |
| 20 | PEP | Pepsico INC | +0.1% | +15.13% | 増加 |
| 21 | ✓ | Dtc US Active Equity - Westfield Com | 0% | +6.10% | 増加 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +0.07% | 増加 |
| 23 | TEAM | Atlassian Corp-cl A | -0.1% | -26.38% | 減少 |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.1% | -7.02% | 減少 |
| 25 | NOW | Servicenow INC | -0.1% | -24.00% | 減少 |
| 26 | INFY | Infosys Ltd-sp Adr | -0.1% | -92.18% | 減少 |
| 27 | BAC | Bank Of America CORP | -0.1% | -14.75% | 減少 |
| 28 | C | Citigroup INC | -0.1% | -42.26% | 減少 |
| 29 | AVGO | Broadcom INC | -0.1% | +1.03% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.43% | 減少 |
| 31 | TSLA | Tesla INC | -0.1% | -5.02% | 減少 |
| 32 | IPMLF | Imperial Metals CORP | -0.1% | — | 変化なし |
| 33 | AAPL | Apple INC | -0.1% | +2.80% | 増加 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.14% | 増加 |
| 35 | MA | Mastercard INC - A | -0.1% | -47.54% | 減少 |
| 36 | ELV | Elevance Health INC | -0.1% | -46.87% | 減少 |
| 37 | UBS 0 01-18-13 008N | UBS AG | -0.1% | — | 変化なし |
| 38 | NVDA | Nvidia CORP | -0.1% | -0.07% | 減少 |
| 39 | V | Visa Inc-class A Shares | -0.1% | -12.06% | 減少 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | +2.40% | 増加 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | -12.65% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.5% | +0.46% | 増加 |
| 43 | ✓ | Intl - Causeway - Com | -1.2% | -28.62% | 減少 |
| 44 | ✓ | Tortoise Commingled Mlp Fund, LLC | — | EXIT | 全売却 |
| 45 | PNW | Pinnacle West Capital Corporation | — | EXIT | 全売却 |
| 46 | VIST | Vista Energy Sab De Cv | — | NEW | 新規購入 |
| 47 | PNFP | Pinnacle Financial Partners | — | NEW | 新規購入 |
| 48 | FANG | Diamondback Energy INC | — | EXIT | 全売却 |
| 49 | CPB | THE Campbell's Company | — | EXIT | 全売却 |
| 50 | LPLA | Lpl Financial Holdings INC | — | NEW | 新規購入 |