CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全267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 | 9.63% | +1.35% | -2.57% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.67% | +0.06% | -1.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.95% | +0.25% | -1.21% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.56% | — | +9.35% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | — | -2.15% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.40% | +0.29% | -1.35% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.28% | — | -1.51% | |
| 8 | BLKCHF | Blackrock INC | 株式-その他 | 1.97% | -0.15% | -1.57% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.93% | -0.15% | -0.75% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.81% | -0.10% | +5.72% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.76% | -0.18% | -2.37% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.73% | +0.19% | -6.16% | |
| 13 | BX | Blackstone INC | 株式-金融 | 1.57% | -0.16% | -1.16% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.51% | — | -2.36% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | — | -6.97% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.36% | +0.09% | -1.39% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | — | -0.86% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.27% | +0.22% | -1.91% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.25% | — | +0.23% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -2.63% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | — | +0.27% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.05% | +0.30% | -0.44% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | -0.09% | +0.87% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.92% | — | +1.44% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | -0.11% | -0.62% | |
| 26 | OKE | Oneok INC | 株式-エネルギー | 0.90% | — | +0.21% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | — | +16.99% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | -0.51% | +2.47% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.84% | +0.05% | -1.96% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.83% | — | +2.39% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.83% | -0.07% | -38.11% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 0.81% | +0.05% | +26.80% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | -0.09% | +0.99% | |
| 34 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.80% | — | -0.92% | |
| 35 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.72% | -0.22% | EXIT | |
| 36 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.72% | +0.07% | -1.99% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.71% | +0.89% | +295.10% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | -0.09% | +0.23% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.69% | -0.08% | -1.50% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.08% | +0.47% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.68% | — | -2.03% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.68% | -0.08% | -1.67% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | +0.62% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +3.31% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | -0.09% | +3.99% | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.61% | — | +102.65% | |
| 47 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.60% | — | +1.75% | |
| 48 | VTR | Ventas INC | 株式-不動産 | 0.58% | — | -2.63% | |
| 49 | SPG | Simon Property Group INC | 株式-不動産 | 0.58% | — | +3.30% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | — | -0.78% |
| # | 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 | +1.8% | -2.57% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.9% | -1.75% | 減少 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.21% | 減少 |
| 4 | TSLA | Tesla INC | +0.6% | -1.51% | 減少 |
| 5 | SCHA | Schwab US Small-cap ETF | +0.6% | +9.35% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -1.35% | 減少 |
| 7 | BX | Blackstone INC | +0.5% | -1.16% | 減少 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +5.72% | 増加 |
| 9 | WPC | Wp Carey INC | +0.4% | +102.65% | 増加 |
| 10 | COST | Costco Wholesale CORP | +0.3% | -1.91% | 減少 |
| 11 | AMZN | Amazon.com INC | +0.3% | -2.15% | 減少 |
| 12 | JNJ | Johnson & Johnson | +0.3% | -0.75% | 減少 |
| 13 | NEE | Nextera Energy INC | +0.3% | -1.39% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | -0.86% | 減少 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +16.99% | 増加 |
| 16 | BLKCHF | Blackrock INC | +0.3% | -1.57% | 減少 |
| 17 | BAC | Bank Of America CORP | +0.3% | +0.23% | 増加 |
| 18 | AMAT | Applied Materials INC | +0.2% | +26.80% | 増加 |
| 19 | V | Visa Inc-class A Shares | +0.2% | -2.37% | 減少 |
| 20 | TMO | Thermo Fisher Scientific INC | +0.2% | -1.50% | 減少 |
| 21 | VO | Vanguard Mid-cap ETF | +0.2% | +16.54% | 増加 |
| 22 | ISRG | Intuitive Surgical INC | +0.2% | -1.99% | 減少 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -6.97% | 減少 |
| 24 | BWA | Borgwarner INC | +0.1% | NEW | 新規購入 |
| 25 | ACN | Accenture plc | +0.1% | -0.51% | 減少 |
| 26 | ABBV | Abbvie INC | +0.1% | -0.62% | 減少 |
| 27 | CRM | Salesforce INC | +0.1% | +3.33% | 増加 |
| 28 | UNP | Union Pacific CORP | +0.1% | +0.87% | 増加 |
| 29 | DFAX | Dimensional World Ex US Core | +0.1% | NEW | 新規購入 |
| 30 | GE | General Electric | +0.1% | NEW | 新規購入 |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -0.78% | 減少 |
| 32 | PANW | Palo Alto Networks INC | +0.1% | -0.76% | 減少 |
| 33 | EPD | Enterprise Products Partners | +0.1% | -0.92% | 減少 |
| 34 | PLD | Prologis INC | +0.1% | +166.48% | 増加 |
| 35 | QCOM | Qualcomm INC | +0.1% | -6.16% | 減少 |
| 36 | BMY | Bristol-myers Squibb Co | +0.1% | +0.62% | 増加 |
| 37 | BA | Boeing Co/the | +0.1% | -0.58% | 減少 |
| 38 | AGG | Ishares Core U.s. Aggregate | +0.1% | +85.44% | 増加 |
| 39 | T | At&t INC | 0% | -5.26% | 減少 |
| 40 | DCI | Donaldson Co INC | 0% | -1.29% | 減少 |
| 41 | GPN | Global Payments INC | 0% | +1.51% | 増加 |
| 42 | GXC | State Street Spdr S&p China | 0% | +0.22% | 増加 |
| 43 | ATR | Aptargroup INC | 0% | — | 変化なし |
| 44 | MDLZ | Mondelez International Inc-a | — | -13.78% | 減少 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | EXIT | 全売却 |
| 46 | 2JE | Focus Financial Partners-a | -0.1% | -63.09% | 減少 |
| 47 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -3.85% | 減少 |
| 48 | DOC | Healthpeak Properties INC | -0.2% | -49.66% | 減少 |
| 49 | INTC | Intel CORP | -0.3% | -38.11% | 減少 |
| 50 | ON | On Semiconductor | -17.4% | EXIT | 全売却 |