CIK: 0001607866
申告総資産額
$7.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.72% | -0.22% | +1.66% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.41% | -0.59% | +10.58% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.25% | -1.07% | -0.60% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.25% | -0.19% | -2.98% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.46% | -0.14% | +0.82% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 3.32% | -0.12% | +0.80% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.03% | -0.15% | -0.00% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.82% | -0.16% | -1.13% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.65% | +0.01% | -0.50% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.55% | -0.08% | +1.95% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.17% | — | +1.27% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.15% | -0.31% | +3.93% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.15% | -0.20% | -4.44% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.01% | — | +3.48% | |
| 15 | XPO | Xpo INC | 株式-資本財 | 1.92% | — | -5.64% | |
| 16 | UTXZ | United Tech CORP | 株式-その他 | 1.90% | — | +3.14% | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.84% | — | -1.07% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.78% | — | -15.70% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.62% | — | -1.09% | |
| 20 | DXC | Dxc Technology Co | 株式-IT | 1.60% | — | +7.13% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.38% | +0.12% | — | |
| 22 | C | Citigroup INC | 株式-金融 | 1.37% | — | +4.87% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 1.35% | — | -11.20% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.28% | — | -0.07% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.34% | +2.34% | |
| 26 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.21% | — | +2.72% | |
| 27 | MU | Micron Technology INC | 株式-IT | 1.15% | — | +2.91% | |
| 28 | CELG | Celgene CORP | 株式-その他 | 1.11% | — | -14.25% | |
| 29 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.05% | — | +1.78% | |
| 30 | INTC | Intel CORP | 株式-IT | 1.02% | — | +4.20% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 1.00% | — | +9.97% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.97% | — | +45.84% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.96% | — | +168.14% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +2.43% | |
| 35 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.94% | — | +4.07% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | -32.78% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | -0.71% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | -0.53% | EXIT | |
| 39 | ✓ | Mazor Robotics Ltd-spon Adr | 株式-その他 | 0.85% | — | +9.93% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.84% | — | +9.53% | |
| 41 | HPTUSD | Hospitality Properties Trust | 株式-その他 | 0.84% | — | -2.55% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.84% | — | +11.12% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.79% | — | +2.50% | |
| 44 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.79% | — | +38.71% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.79% | — | +9.66% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.77% | — | — | |
| 47 | EQIX | Equinix INC | 株式-不動産 | 0.75% | — | +2.10% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.15% | +2.60% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.72% | — | -0.76% | |
| 50 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.71% | — | — |