CIK: 0001682501
申告総資産額
$5.2億
上位200銘柄を表示中（全229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 | CVX | Chevron CORP | 株式-エネルギー | 2.82% | +0.11% | -3.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.11% | — | -0.49% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.94% | +0.18% | +1.84% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.90% | — | -3.56% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | +0.14% | +6.05% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.87% | — | -9.39% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.77% | — | -1.08% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.65% | — | -8.49% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | -0.01% | +25.11% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | — | +4.93% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.42% | — | -0.09% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.42% | — | -0.31% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | — | +4.11% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | — | +4.01% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | -0.24% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.28% | — | -1.75% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | — | -0.56% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.17% | — | +0.72% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.41% | -15.96% | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 1.07% | — | +4.58% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.06% | — | -3.32% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.03% | +0.09% | +15.82% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.78% | +5.02% | |
| 24 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.94% | — | -0.99% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 0.93% | — | +1.27% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.93% | — | +5.19% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.93% | -0.58% | EXIT | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.88% | — | -2.74% | |
| 29 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.85% | — | -1.77% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | -1.93% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.81% | — | -19.35% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +0.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +7.23% | |
| 34 | INTU | Intuit INC | 株式-IT | 0.78% | -1.07% | EXIT | |
| 35 | SPLKCHF | Splunk INC | 株式-その他 | 0.78% | — | -3.17% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.77% | +0.24% | -4.74% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.75% | — | -5.88% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.74% | — | +0.07% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.73% | — | -5.06% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | +0.12% | +0.34% | |
| 41 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.71% | — | -0.31% | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | +1.83% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +1.64% | |
| 44 | LRCXEUR | Lam Research CORP | 株式-IT | 0.68% | — | +0.35% | |
| 45 | HUBS | Hubspot INC | 株式-IT | 0.67% | -0.61% | EXIT | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.66% | +0.32% | — | |
| 47 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.66% | -0.22% | +2.33% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | — | +0.78% | |
| 49 | DAL | Delta Air Lines INC | 株式-資本財 | 0.64% | — | -0.59% | |
| 50 | ✓ | Ultimate Software Group INC | 株式-その他 | 0.63% | — | +1.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.4% | +6.05% | 増加 |
| 2 | SRPT | Sarepta Therapeutics INC | +0.4% | +172.44% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | -0.09% | 減少 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +25.11% | 増加 |
| 5 | ADBE | Adobe INC | +0.2% | +51.85% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | -0.49% | 減少 |
| 7 | V | Visa Inc-class A Shares | +0.2% | +4.93% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +1.84% | 増加 |
| 9 | UNH | Unitedhealth Group INC | +0.2% | -0.31% | 減少 |
| 10 | BIIB | Biogen INC | +0.2% | +83.55% | 増加 |
| 11 | CRM | Salesforce INC | +0.2% | +0.76% | 増加 |
| 12 | SIVBEUR | Svb Financial Group | +0.2% | -0.99% | 減少 |
| 13 | CVX | Chevron CORP | +0.2% | -3.44% | 減少 |
| 14 | TTWO | Take-two Interactive Softwre | +0.2% | -1.77% | 減少 |
| 15 | HUBS | Hubspot INC | +0.2% | +7.93% | 増加 |
| 16 | LLY | Eli Lilly & Co | +0.2% | +5.02% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | +17.18% | 増加 |
| 18 | HAL | Halliburton Co | +0.1% | +57.39% | 増加 |
| 19 | NKE | Nike INC -cl B | +0.1% | +0.35% | 増加 |
| 20 | DD | DuPont de Nemours, Inc. | +0.1% | +30.10% | 増加 |
| 21 | TJX | Tjx Companies INC | +0.1% | +22.25% | 増加 |
| 22 | COHREUR | Coherent INC | -0.2% | -50.40% | 減少 |
| 23 | PNC | Pnc Financial Services Group | -0.2% | -44.91% | 減少 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.3% | -9.39% | 減少 |
| 25 | FLEX | Flex Ltd. | -0.3% | -58.84% | 減少 |
| 26 | EEM | Ishares Msci Emerging Market | -0.3% | -19.35% | 減少 |
| 27 | GOGO | Gogo INC | -0.4% | -58.51% | 減少 |
| 28 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 29 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 30 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 31 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 32 | ZBH | Zimmer Biomet Holdings INC | — | EXIT | 全売却 |
| 33 | SLB | Slb LTD | — | EXIT | 全売却 |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd INC | — | NEW | 新規購入 |
| 35 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 36 | NOMD | Nomad Foods Limited | — | EXIT | 全売却 |
| 37 | ✓ | FTSE RAFI US 1500 Small Cap | — | EXIT | 全売却 |
| 38 | PACWUSD | Pacwest Bancorp | — | NEW | 新規購入 |
| 39 | FHN | First Horizon CORP | — | NEW | 新規購入 |
| 40 | PM | Philip Morris International | — | EXIT | 全売却 |
| 41 | EIX | Edison International | — | EXIT | 全売却 |
| 42 | VCRAUSD | Vocera Communications INC | — | EXIT | 全売却 |
| 43 | ✓ | Powershares Act Mang Comm Fd | — | EXIT | 全売却 |
| 44 | QSR | Restaurant Brands Intern | — | EXIT | 全売却 |
| 45 | PDBC | Invesco Optimum Yield Divers | — | NEW | 新規購入 |
| 46 | ARMK | Aramark | — | EXIT | 全売却 |
| 47 | SLCAUSD | US Silica Holdings INC | — | EXIT | 全売却 |
| 48 | ZION | Zions Bancorp NA | — | NEW | 新規購入 |
| 49 | PLNT | Planet Fitness INC - Cl A | — | EXIT | 全売却 |
| 50 | SONY | Sony Group CORP - Sp Adr | — | EXIT | 全売却 |