CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全263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 | 9.22% | +1.35% | -1.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.31% | +0.06% | +23.03% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | — | +0.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | +0.25% | -0.31% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.15% | — | +2071.24% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.15% | — | -9.18% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.11% | -0.15% | +31.27% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 2.04% | +0.19% | +4.46% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.03% | +0.29% | -1.63% | |
| 10 | BLKCHF | Blackrock INC | 株式-その他 | 1.94% | -0.15% | -0.66% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.83% | -0.18% | -2.22% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.82% | -0.07% | +69.28% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | -0.10% | -0.21% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.60% | — | -2.97% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.56% | — | -2.16% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.42% | +0.09% | -1.56% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +45.91% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | — | -0.41% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | +22.65% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.22% | — | -1.73% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.20% | -0.09% | +3.89% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | +0.22% | -1.60% | |
| 23 | BX | Blackstone INC | 株式-金融 | 1.10% | -0.16% | -0.17% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.07% | +0.30% | +0.15% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | -0.11% | +0.13% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | -0.51% | +0.31% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.89% | — | +4.38% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | -0.09% | -0.53% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.87% | — | +2.29% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +5.49% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 0.84% | — | +2.38% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | -0.09% | +0.26% | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.78% | +0.05% | +1.84% | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.78% | — | -0.74% | |
| 35 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.75% | -0.22% | EXIT | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.74% | — | +1.47% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.08% | +2.98% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | +80.01% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.69% | +0.05% | +0.44% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.67% | -0.08% | +1.20% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | +7.33% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.65% | — | -1.93% | |
| 43 | VTR | Ventas INC | 株式-不動産 | 0.62% | — | +0.81% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | -0.08% | — | |
| 45 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.60% | — | +14.95% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | -0.65% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.59% | +0.07% | — | |
| 48 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.57% | — | -2.45% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.56% | — | +9.04% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | +2.73% |