CIK: 0001591122
申告総資産額
$25.6億
上位200銘柄を表示中（全563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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 46.10% | -0.03% | +184.52% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.37% | — | +113.69% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.48% | -0.03% | +139.87% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.41% | -0.41% | +106.67% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.06% | +1.15% | -0.11% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.88% | — | -15.88% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -1.14% | +70.60% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.07% | +0.43% | +0.29% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.06% | +0.20% | -3.05% | |
| 10 | MKL | Markel Group INC | 株式-金融 | 1.03% | -0.11% | +9.06% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | — | +28.47% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | +9.72% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | -0.52% | +12.59% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +7.13% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | -0.07% | +7.76% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | -0.27% | +21.60% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | -0.18% | +16.28% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.85% | — | +8.13% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | -2.22% | +1.34% | |
| 20 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.82% | — | +5.15% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.72% | +431.53% | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 0.77% | — | +1.64% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -1.51% | +28.69% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.70% | — | +1.27% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +281.12% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.68% | -0.85% | +49.35% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.67% | -0.75% | +8.43% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | -0.25% | +18.87% | |
| 29 | TFC | Truist Financial CORP | 株式-金融 | 0.64% | — | +2.95% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | -0.22% | -0.61% | |
| 31 | PGR | Progressive CORP | 株式-金融 | 0.59% | -0.37% | +0.49% | |
| 32 | NEM | Newmont CORP | 株式-素材 | 0.58% | — | +3.09% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.57% | — | +4.49% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | +32.91% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.46% | — | +55936.00% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.45% | — | +1665.20% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | -0.42% | +217.04% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.39% | — | +7.90% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | -1.93% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | — | +13.88% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.27% | +0.07% | +10.20% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.24% | — | -1.16% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.24% | — | +437.23% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.20% | — | +996.97% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | +202.40% | |
| 46 | UDR | Udr INC | 株式-不動産 | 0.18% | — | — | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.18% | — | +139.04% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | — | +105.69% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.16% | — | +4007.53% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | — | +36.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +16.1% | +184.52% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.9% | +113.69% | 増加 |
| 3 | ITOT | Ishares Core S&p Total U.s. | +1.1% | +139.87% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +431.53% | 増加 |
| 5 | XLK | Ss Technology Select Sector | +0.5% | +55936.00% | 増加 |
| 6 | ADBE | Adobe INC | +0.4% | +1665.20% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.3% | +281.12% | 増加 |
| 8 | AAPL | Apple INC | +0.3% | +106.67% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +217.04% | 増加 |
| 10 | ORCL | Oracle CORP | +0.2% | +996.97% | 増加 |
| 11 | INTC | Intel CORP | +0.2% | +437.23% | 増加 |
| 12 | ACN | Accenture plc | +0.2% | +4007.53% | 増加 |
| 13 | NKE | Nike INC -cl B | +0.1% | +1364.24% | 増加 |
| 14 | EL | Estee Lauder Companies-cl A | +0.1% | +2871.85% | 増加 |
| 15 | AON | Aon plc | +0.1% | +1919.60% | 増加 |
| 16 | BLKCHF | Blackrock INC | +0.1% | +2284.40% | 増加 |
| 17 | BAC | Bank Of America CORP | +0.1% | +202.40% | 増加 |
| 18 | BKNG | Booking Holdings INC | +0.1% | +1373.33% | 増加 |
| 19 | TMO | Thermo Fisher Scientific INC | +0.1% | +297.64% | 増加 |
| 20 | ZTS | Zoetis INC | +0.1% | +975.03% | 増加 |
| 21 | ADP | Automatic Data Processing | +0.1% | +273.64% | 増加 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +376.07% | 増加 |
| 23 | CSCO | Cisco Systems INC | +0.1% | +174.07% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +105.69% | 増加 |
| 25 | LOW | Lowe's Cos INC | 0% | +139.04% | 増加 |
| 26 | DIS | Walt Disney Co/the | -0.1% | +28.47% | 増加 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +32.91% | 増加 |
| 28 | MA | Mastercard INC - A | -0.2% | +49.35% | 増加 |
| 29 | GOOG | Alphabet Inc-cl C | -0.3% | +28.69% | 増加 |
| 30 | MSFT | Microsoft CORP | -0.3% | +70.60% | 増加 |
| 31 | USB | US Bancorp | -0.3% | +4.49% | 増加 |
| 32 | RTX | Rtx CORP | -0.4% | +8.43% | 増加 |
| 33 | TFC | Truist Financial CORP | -0.4% | +2.95% | 増加 |
| 34 | BAM | Brookfield Asset Management Ltd. | -0.5% | +5.15% | 増加 |
| 35 | HD | Home Depot INC | -0.5% | +18.87% | 増加 |
| 36 | JNJ | Johnson & Johnson | -0.6% | +21.60% | 増加 |
| 37 | MDT | Medtronic plc | -0.6% | +1.27% | 増加 |
| 38 | CMCSA | Comcast Corp-class A | -0.6% | +8.13% | 増加 |
| 39 | UNP | Union Pacific CORP | -0.6% | +16.28% | 増加 |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.7% | +7.76% | 増加 |
| 41 | UNH | Unitedhealth Group INC | -0.7% | +9.72% | 増加 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +12.59% | 増加 |
| 43 | PEP | Pepsico INC | -0.8% | +7.13% | 増加 |
| 44 | IEMG | Ishares Core Msci Emerging | -0.8% | +0.29% | 増加 |
| 45 | MKL | Markel Group INC | -0.8% | +9.06% | 増加 |
| 46 | IWS | Ishares Russell Mid-cap Valu | -0.8% | -3.05% | 減少 |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -1.7% | -0.11% | 減少 |
| 48 | ICSH | Ishares Ultra Short Duration | -2.7% | -15.88% | 減少 |
| 49 | KBE | Ss Spdr S&p Bank ETF | — | NEW | 新規購入 |
| 50 | MKTX | Marketaxess Holdings INC | — | NEW | 新規購入 |