CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1435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 | 22.74% | -0.72% | +4.52% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 14.21% | +0.55% | +9.98% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.66% | — | +2.76% | |
| 4 | NVR | Nvr INC | 株式-一般消費財 | 6.72% | — | — | |
| 5 | SNA | Snap-on INC | 株式-資本財 | 4.35% | +0.29% | -0.00% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.37% | -0.10% | -2.70% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.97% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.48% | — | -2.22% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.31% | +0.45% | +46.10% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.70% | +0.04% | -36.42% | |
| 11 | GRA1EUR | Wr Grace & Co | 株式-その他 | 1.60% | — | +5.20% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | +2.99% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.96% | — | -0.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | -2.71% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +6.95% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | -9.76% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +10.17% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +25.63% | |
| 19 | TSLA 2.375 03-15-22 | Tesla INC | 株式-一般消費財 | 0.52% | — | — | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.52% | — | +0.50% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | +2.45% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +3.14% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +5.13% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.43% | — | -0.14% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | +22.19% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.37% | — | -0.85% | |
| 27 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.34% | — | +0.06% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | +41.87% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | -5.34% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.32% | — | +0.65% | |
| 31 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.31% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +94.30% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +3.79% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.28% | — | +1.80% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | -0.05% | -1.00% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.26% | — | +63.68% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | +0.64% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.26% | — | +0.39% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | — | +1.82% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | — | +1.96% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.24% | — | +102.23% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | -0.09% | +35.16% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +3.23% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.23% | +0.01% | -2.08% | |
| 45 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.23% | — | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | -0.06% | +0.54% | |
| 47 | EMLP | First Trust North American E | ETF-その他 | 0.21% | — | — | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | +3.95% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.21% | — | +2.63% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.20% | — | -0.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.2% | +2.76% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +46.10% | 増加 |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.6% | +9.98% | 増加 |
| 4 | GRA1EUR | Wr Grace & Co | +0.3% | +5.20% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | +2.99% | 増加 |
| 6 | TSLA 2.375 03-15-22 | Tesla INC | +0.2% | — | 変化なし |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +4.52% | 増加 |
| 8 | NVR | Nvr INC | +0.2% | — | 変化なし |
| 9 | SNA | Snap-on INC | +0.1% | -0.00% | 減少 |
| 10 | MRK | Merck & Co. INC. | +0.1% | +94.30% | 増加 |
| 11 | D | Dominion Energy INC | +0.1% | +102.23% | 増加 |
| 12 | HASI | Ha Sustainable Infrastructur | +0.1% | +365.93% | 増加 |
| 13 | TSLA | Tesla INC | +0.1% | +1.96% | 増加 |
| 14 | XEL | Xcel Energy INC | +0.1% | +7622.39% | 増加 |
| 15 | MRSH | Marsh & Mclennan Cos | +0.1% | +106.85% | 増加 |
| 16 | DUK | Duke Energy CORP | +0.1% | +434.93% | 増加 |
| 17 | VZ | Verizon Communications INC | +0.1% | +63.68% | 増加 |
| 18 | TMFC | Motley Fool 100 Index ETF | +0.1% | +116.44% | 増加 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +35.16% | 増加 |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | -0.59% | 減少 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +25.63% | 増加 |
| 22 | MMM | 3m Co | +0.1% | +75.49% | 増加 |
| 23 | MSFT | Microsoft CORP | 0% | -2.22% | 減少 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +10.17% | 増加 |
| 25 | PFE | Pfizer INC | 0% | +41.87% | 増加 |
| 26 | META | Meta Platforms Inc-class A | 0% | +14.27% | 増加 |
| 27 | XLE | Ss Energy Select Sector | 0% | +58.78% | 増加 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.45% | 増加 |
| 29 | PEP | Pepsico INC | 0% | +22.19% | 増加 |
| 30 | IGPT | Invesco Ai And Next Gen Soft | 0% | +0.06% | 増加 |
| 31 | HD | Home Depot INC | 0% | +3.23% | 増加 |
| 32 | XOM | Exxon Mobil CORP | 0% | +6.95% | 増加 |
| 33 | ACN | Accenture plc | 0% | +1.80% | 増加 |
| 34 | SWK | Stanley Black & Decker INC | 0% | +1.79% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +5.13% | 増加 |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | -1.00% | 減少 |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +0.50% | 増加 |
| 38 | DIS | Walt Disney Co/the | 0% | +3.14% | 増加 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | -65.20% | 減少 |
| 40 | BSV | Vanguard Short-term Bond ETF | -0.1% | -99.62% | 減少 |
| 41 | NOC | Northrop Grumman CORP | -0.1% | -33.36% | 減少 |
| 42 | IWB | Ishares Russell 1000 ETF | -0.2% | -2.70% | 減少 |
| 43 | RY | Royal Bank Of Canada | -0.4% | -69.10% | 減少 |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.6% | — | 変化なし |
| 45 | MMS | Maximus INC | -0.7% | -99.99% | 減少 |
| 46 | SCHV | Schwab US Large-cap Value | -1.2% | -36.42% | 減少 |
| 47 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 48 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 49 | SIG | Signet Jewelers Limited | — | EXIT | 全売却 |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | — | EXIT | 全売却 |