CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全294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 | AAPL | Apple INC | 株式-IT | 6.38% | -0.65% | +11.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.06% | -1.13% | -0.64% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.62% | +0.56% | -0.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | — | +5.94% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.01% | -0.33% | -1.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.77% | +0.09% | +5.02% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | -0.24% | +0.07% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.21% | -0.17% | +0.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.09% | -0.34% | -4.46% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.72% | +0.21% | +21.41% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.71% | +0.13% | -0.66% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.51% | -0.40% | +1.41% | |
| 13 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 1.48% | — | +30.83% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.27% | -0.20% | -1.06% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | — | +1.08% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.13% | -0.24% | -2.82% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | — | +0.79% | |
| 18 | GM | General Motors Co | 株式-一般消費財 | 1.06% | -0.11% | +12.90% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.16% | +1.49% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.02% | — | -2.35% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.98% | — | +111.84% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | -0.17% | +2.93% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | +3.06% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.92% | +0.17% | -0.19% | |
| 25 | AXP | American Express Co | 株式-金融 | 0.84% | -0.18% | -4.53% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.17% | +3.56% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | -0.91% | |
| 28 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.78% | — | +26.77% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +2.57% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.30% | -2.15% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | -0.13% | -0.99% | |
| 32 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.72% | -0.11% | -0.52% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | -2.88% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | -0.14% | +0.69% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | — | -6.23% | |
| 36 | PCAR | Paccar INC | 株式-資本財 | 0.70% | — | +12.88% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.20% | +2.00% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.67% | — | -0.67% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.66% | +0.11% | -0.63% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.65% | +0.09% | -2.74% | |
| 41 | URI | United Rentals INC | 株式-資本財 | 0.64% | — | +1.38% | |
| 42 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 0.63% | — | +52.46% | |
| 43 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.60% | — | +7.08% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.55% | -0.15% | +0.10% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -2.68% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.18% | -0.94% | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | +0.21% | -1.19% | |
| 48 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.54% | — | +19.67% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.54% | — | +9.00% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -11.07% |
| # | 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 | +0.8% | +11.60% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -1.45% | 減少 |
| 3 | VCIT | Vanguard Int-term Corporate | +0.5% | +111.84% | 増加 |
| 4 | GM | General Motors Co | +0.3% | +12.90% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.46% | 減少 |
| 6 | UYLD | Angel Oak Ultrashort Income | +0.3% | +30.83% | 増加 |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +21.41% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.43% | 減少 |
| 9 | QLTY | Gmo U.s. Quality ETF | +0.2% | +52.46% | 増加 |
| 10 | OMC | Omnicom Group | +0.2% | +198.20% | 増加 |
| 11 | MU | Micron Technology INC | +0.2% | +9.65% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.2% | +3.56% | 増加 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.02% | 増加 |
| 14 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +26.77% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.94% | 増加 |
| 16 | PCAR | Paccar INC | +0.1% | +12.88% | 増加 |
| 17 | CAT | Caterpillar INC | +0.1% | +2.00% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +3.06% | 増加 |
| 19 | LRCX | Lam Research CORP | +0.1% | +2.46% | 増加 |
| 20 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +19.67% | 増加 |
| 21 | GILD | Gilead Sciences INC | +0.1% | +9.00% | 増加 |
| 22 | TFC | Truist Financial CORP | +0.1% | +26.61% | 増加 |
| 23 | DHR | Danaher CORP | +0.1% | +0.69% | 増加 |
| 24 | WMT | Walmart INC | +0.1% | -0.66% | 減少 |
| 25 | COF | Capital One Financial CORP | +0.1% | +0.52% | 増加 |
| 26 | LLY | Eli Lilly & Co | +0.1% | -10.68% | 減少 |
| 27 | AMZN | Amazon.com INC | 0% | +1.08% | 増加 |
| 28 | QCOM | Qualcomm INC | 0% | +1.41% | 増加 |
| 29 | KTOS | Kratos Defense & Security | -0.1% | -19.06% | 減少 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | -72.44% | 減少 |
| 31 | INTC | Intel CORP | -0.1% | -50.14% | 減少 |
| 32 | VB | Vanguard Small-cap ETF | -0.1% | -24.90% | 減少 |
| 33 | AMT | American Tower CORP | -0.1% | -7.06% | 減少 |
| 34 | ADP | Automatic Data Processing | -0.1% | -0.67% | 減少 |
| 35 | GPC | Genuine Parts Co | -0.1% | -0.52% | 減少 |
| 36 | T | At&t INC | -0.1% | -0.63% | 減少 |
| 37 | URI | United Rentals INC | -0.1% | +1.38% | 増加 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +1.49% | 増加 |
| 39 | MO | Altria Group INC | -0.2% | -0.19% | 減少 |
| 40 | HD | Home Depot INC | -0.2% | +0.79% | 増加 |
| 41 | CMCSA | Comcast Corp-class A | -0.4% | -88.24% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.6% | -0.64% | 減少 |
| 43 | FISV | Fiserv INC | -0.6% | -81.78% | 減少 |
| 44 | ORCL | Oracle CORP | -0.6% | -2.82% | 減少 |
| 45 | DELL | Dell Technologies -c | — | NEW | 新規購入 |
| 46 | IPG | Interpublic Group Of Cos INC | — | EXIT | 全売却 |
| 47 | FSCC | Fed Hermes Small Cap Core | — | NEW | 新規購入 |
| 48 | PAAA | Pgim Aaa Clo ETF | — | NEW | 新規購入 |
| 49 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | 新規購入 |
| 50 | ALL | Allstate CORP | — | NEW | 新規購入 |