CIK: 0001692632
申告総資産額
$6.2億
上位200銘柄を表示中（全260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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.63% | -0.66% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.08% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.96% | +0.76% | +0.98% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.65% | +0.10% | +0.07% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.58% | +0.38% | +0.41% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.69% | -0.24% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.42% | +0.13% | +1.70% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.37% | +0.09% | -0.02% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.14% | +0.15% | -0.03% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.53% | — | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.25% | +0.73% | -2.31% | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.25% | — | — | |
| 13 | DAKT | Daktronics INC | 株式-その他 | 1.24% | -0.77% | -1.53% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | — | +126.34% | |
| 15 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.20% | -0.13% | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | — | +0.80% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.24% | +1.45% | |
| 18 | GEVO | Gevo INC | 株式-その他 | 1.00% | +0.35% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | — | -4.69% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.79% | — | +2.08% | |
| 21 | TTE | Totalenergies Se | 株式-その他 | 0.79% | +0.35% | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -0.90% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.22% | +8.72% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | +0.41% | +21.45% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.73% | — | -7.02% | |
| 26 | ENB | Enbridge INC | 株式-エネルギー | 0.73% | +0.11% | -0.47% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.72% | -0.14% | -1.68% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.71% | — | +4.86% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | -0.90% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +4.12% | |
| 31 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.68% | — | +0.67% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.25% | +9.97% | |
| 33 | XEL | Xcel Energy INC | 株式-公益事業 | 0.68% | — | -7.30% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.68% | — | +0.65% | |
| 35 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.64% | — | +22.34% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.64% | — | — | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.62% | — | -4.25% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.23% | -8.62% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.58% | -0.31% | +0.47% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +7.95% | |
| 42 | WMB | Williams Cos INC | 株式-エネルギー | 0.56% | — | -13.74% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.55% | -0.30% | +1.82% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.11% | -20.73% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +4.02% | |
| 46 | PLD | Prologis INC | 株式-不動産 | 0.55% | — | +19.75% | |
| 47 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.54% | — | -8.95% | |
| 48 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.54% | — | -1.58% | |
| 49 | TRP | Tc Energy CORP | 株式-エネルギー | 0.53% | — | -0.16% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.51% | — | +219.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.6% | +126.34% | 増加 |
| 2 | AVGO | Broadcom INC | +0.4% | +219.89% | 増加 |
| 3 | PEP | Pepsico INC | +0.2% | +71.40% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -4.69% | 減少 |
| 5 | IOT | Samsara Inc-cl A | +0.2% | +210.50% | 増加 |
| 6 | BTI | British American Tob-sp Adr | +0.1% | +22.34% | 増加 |
| 7 | PLD | Prologis INC | +0.1% | +19.75% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | +1.70% | 増加 |
| 9 | SCHW | Schwab (charles) CORP | +0.1% | +258.02% | 増加 |
| 10 | ISRG | Intuitive Surgical INC | +0.1% | +1.82% | 増加 |
| 11 | AMGN | Amgen INC | +0.1% | +4.12% | 増加 |
| 12 | PFE | Pfizer INC | +0.1% | +21.45% | 増加 |
| 13 | TJX | Tjx Companies INC | +0.1% | +105.96% | 増加 |
| 14 | FICO | Fair Isaac CORP | +0.1% | +70.24% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.55% | 減少 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +7.95% | 増加 |
| 17 | AMP | Ameriprise Financial INC | +0.1% | +165.47% | 増加 |
| 18 | PAYX | Paychex INC | +0.1% | +216.47% | 増加 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +9.97% | 増加 |
| 20 | GSK | Gsk Plc-spon Adr | +0.1% | +10.13% | 増加 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | 変化なし |
| 22 | USB | US Bancorp | +0.1% | +4.86% | 増加 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +0.41% | 増加 |
| 24 | CM | Can Imperial Bk Of Commerce | -0.1% | -34.70% | 減少 |
| 25 | CSGP | Costar Group INC | -0.1% | -16.48% | 減少 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | 変化なし |
| 27 | ZTS | Zoetis INC | -0.1% | -70.15% | 減少 |
| 28 | NXPI | NXP Semiconductors N.V. | -0.1% | -52.14% | 減少 |
| 29 | WMB | Williams Cos INC | -0.1% | -13.74% | 減少 |
| 30 | UBER | Uber Technologies INC | -0.1% | -4.30% | 減少 |
| 31 | NOW | Servicenow INC | -0.1% | +388.55% | 増加 |
| 32 | DAKT | Daktronics INC | -0.1% | -1.53% | 減少 |
| 33 | XEL | Xcel Energy INC | -0.2% | -7.30% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.2% | +0.80% | 増加 |
| 35 | T | At&t INC | -0.2% | -30.92% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.2% | -20.73% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.3% | -0.24% | 減少 |
| 38 | TTE | Totalenergies Se | — | NEW | 新規購入 |
| 39 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 全売却 |
| 40 | AXP | American Express Co | — | NEW | 新規購入 |
| 41 | KVUE | Kenvue INC | — | EXIT | 全売却 |
| 42 | CME | Cme Group INC | — | NEW | 新規購入 |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | 新規購入 |
| 44 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 45 | MMM | 3m Co | — | NEW | 新規購入 |
| 46 | MO | Altria Group INC | — | NEW | 新規購入 |
| 47 | ARE | Alexandria Real Estate Equit | — | EXIT | 全売却 |
| 48 | UL | Unilever PLC | — | EXIT | 全売却 |
| 49 | WDAY | Workday Inc-class A | — | EXIT | 全売却 |
| 50 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |