CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全205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 | 12.72% | +1.35% | +293.99% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.55% | +0.06% | -1.00% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.48% | — | -1.17% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.77% | -0.15% | +29.84% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.55% | -0.18% | -3.95% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 2.51% | +0.19% | -1.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.29% | +0.25% | -0.61% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.23% | — | +372.87% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.12% | — | -6.02% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.00% | — | -0.51% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.97% | -0.10% | -2.72% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.90% | +0.09% | -3.00% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | +0.22% | -2.63% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | +0.29% | -4.20% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.49% | -0.09% | -1.48% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | -0.15% | -2.55% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | -0.51% | -0.88% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | -1.66% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.31% | -0.07% | -5.96% | |
| 20 | D | Dominion Energy INC | 株式-公益事業 | 1.19% | — | -1.65% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | — | +0.88% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | — | +137.27% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | — | +0.51% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.96% | -0.08% | +0.30% | |
| 25 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.95% | -0.22% | EXIT | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.93% | -0.08% | +5.85% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.90% | — | -0.52% | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.88% | — | -1.16% | |
| 29 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.81% | +0.07% | — | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | -0.09% | +0.86% | |
| 31 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.77% | — | — | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.76% | +0.30% | +0.02% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | -0.12% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.73% | — | -7.19% | |
| 35 | VTR | Ventas INC | 株式-不動産 | 0.73% | — | -1.96% | |
| 36 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.72% | — | -0.82% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.70% | — | -2.49% | |
| 38 | OKE | Oneok INC | 株式-エネルギー | 0.68% | — | -0.04% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.68% | — | -0.67% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | +0.11% | -0.05% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.67% | +0.05% | -3.19% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.67% | — | +0.24% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.67% | +0.89% | +0.81% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.62% | — | +26.09% | |
| 45 | BX | Blackstone INC | 株式-金融 | 0.61% | -0.16% | -0.61% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -2.97% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | -0.09% | +1.63% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | -0.07% | -3.06% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | -13.50% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | -3.01% |