CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全223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 | 11.58% | +1.35% | +1.28% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.75% | +0.06% | -0.66% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | — | +9.33% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 2.84% | — | -1.38% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 2.54% | +0.19% | -0.35% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | +0.25% | +11.70% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.20% | -0.18% | +0.35% | |
| 8 | BLKCHF | Blackrock INC | 株式-その他 | 2.12% | -0.15% | +52.61% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.98% | +0.29% | +34.33% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | — | +0.49% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | -0.15% | -24.00% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | — | -0.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.69% | -0.10% | +0.57% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.67% | +0.09% | +304.83% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.35% | +0.22% | +0.36% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.24% | -0.09% | +0.07% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | — | +1.86% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.15% | +0.30% | +60.61% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.10% | -0.11% | +117.86% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | — | +0.88% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | -0.51% | +4.29% | |
| 22 | BX | Blackstone INC | 株式-金融 | 1.08% | -0.16% | +83.27% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | -0.09% | +128.43% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -0.86% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.95% | -0.07% | -4.32% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | +4.52% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.92% | — | +0.47% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 0.89% | — | -0.49% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | -0.09% | -0.86% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.87% | — | — | |
| 31 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.86% | — | +0.28% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.85% | — | +104.86% | |
| 33 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.82% | -0.22% | EXIT | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.08% | +0.78% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.74% | +0.07% | +0.39% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.71% | — | +93.35% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.71% | -0.08% | +0.62% | |
| 38 | OKE | Oneok INC | 株式-エネルギー | 0.70% | — | -10.93% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.70% | +0.05% | +1.55% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | -0.78% | |
| 41 | VTR | Ventas INC | 株式-不動産 | 0.64% | — | -3.85% | |
| 42 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.64% | — | +0.33% | |
| 43 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.63% | — | -0.20% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +8.24% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | -9.94% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | +0.11% | +0.89% | |
| 47 | GPN | Global Payments INC | 株式-資本財 | 0.59% | -0.07% | +1413.61% | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -0.59% | |
| 49 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.59% | — | +1.75% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.56% | -0.07% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLKCHF | Blackrock INC | +0.7% | +52.61% | 増加 |
| 2 | TSLA | Tesla INC | +0.6% | -1.38% | 減少 |
| 3 | ABBV | Abbvie INC | +0.6% | +117.86% | 増加 |
| 4 | GPN | Global Payments INC | +0.6% | +1413.61% | 増加 |
| 5 | BX | Blackstone INC | +0.5% | +83.27% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.5% | +128.43% | 増加 |
| 7 | ORCL | Oracle CORP | +0.4% | +1445.84% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +34.33% | 増加 |
| 9 | AVGO | Broadcom INC | +0.4% | +60.61% | 増加 |
| 10 | NXPI | NXP Semiconductors N.V. | +0.4% | +613.64% | 増加 |
| 11 | STZ | Constellation Brands Inc-a | +0.3% | +342.45% | 増加 |
| 12 | T | At&t INC | +0.2% | +93.35% | 増加 |
| 13 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +104.86% | 増加 |
| 14 | CSCO | Cisco Systems INC | +0.1% | +82.84% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.70% | 増加 |
| 16 | DIS | Walt Disney Co/the | +0.1% | -0.86% | 減少 |
| 17 | EW | Edwards Lifesciences CORP | +0.1% | +220.39% | 増加 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +24.72% | 増加 |
| 19 | AMAT | Applied Materials INC | +0.1% | -0.05% | 減少 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +30.17% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.86% | 増加 |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +8.24% | 増加 |
| 23 | QCOM | Qualcomm INC | 0% | -0.35% | 減少 |
| 24 | GS | Goldman Sachs Group INC | 0% | +1.55% | 増加 |
| 25 | HON | Honeywell International INC | 0% | +0.47% | 増加 |
| 26 | OKE | Oneok INC | 0% | -10.93% | 減少 |
| 27 | BA | Boeing Co/the | 0% | +1.83% | 増加 |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +14.81% | 増加 |
| 29 | VO | Vanguard Mid-cap ETF | 0% | +12.84% | 増加 |
| 30 | BAC | Bank Of America CORP | — | +0.88% | 増加 |
| 31 | RTX | Rtx CORP | 0% | -0.59% | 減少 |
| 32 | EPD | Enterprise Products Partners | 0% | +0.28% | 増加 |
| 33 | CVX | Chevron CORP | 0% | +4.52% | 増加 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +0.49% | 増加 |
| 35 | NEE | Nextera Energy INC | -0.2% | +304.83% | 増加 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.57% | 増加 |
| 37 | V | Visa Inc-class A Shares | -0.4% | +0.35% | 増加 |
| 38 | AMZN | Amazon.com INC | -0.4% | +9.33% | 増加 |
| 39 | MSFT | Microsoft CORP | -0.8% | -0.66% | 減少 |
| 40 | JNJ | Johnson & Johnson | -1% | -24.00% | 減少 |
| 41 | AAPL | Apple INC | -1.1% | +1.28% | 増加 |
| 42 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 43 | ACN | Accenture plc | — | NEW | 新規購入 |
| 44 | ETN | Eaton Corporation plc | — | NEW | 新規購入 |
| 45 | DGX | Quest Diagnostics INC | — | NEW | 新規購入 |
| 46 | XYL | Xylem INC | — | NEW | 新規購入 |
| 47 | WPC | Wp Carey INC | — | NEW | 新規購入 |
| 48 | PFG | Principal Financial Group | — | NEW | 新規購入 |
| 49 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 全売却 |
| 50 | GM | General Motors Co | — | NEW | 新規購入 |