CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全276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 | 10.53% | +1.35% | -0.56% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.86% | +0.06% | -0.43% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 2.97% | — | +9.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.88% | +0.25% | +2.75% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.44% | — | +6.37% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | — | +4.20% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.26% | +0.29% | -1.09% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 2.16% | +0.19% | +0.53% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | -0.15% | +8.85% | |
| 10 | BLKCHF | Blackrock INC | 株式-その他 | 1.87% | -0.15% | -0.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.77% | -0.10% | +2.14% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.52% | -0.18% | +1.76% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | — | +3.32% | |
| 14 | BX | Blackstone INC | 株式-金融 | 1.51% | -0.16% | -1.53% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.43% | +0.09% | +0.57% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.42% | +0.22% | +1.15% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.28% | +0.30% | +2.14% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | +0.90% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | -1.23% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | — | +2.21% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | — | +2.65% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | -0.09% | +0.53% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | — | +2.40% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | -0.11% | -0.28% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.98% | +0.89% | +10.06% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | — | +11.49% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.92% | +0.05% | +5.87% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.88% | — | -0.13% | |
| 29 | OKE | Oneok INC | 株式-エネルギー | 0.83% | — | +3.92% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.77% | +0.05% | +3.20% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | -0.51% | +6.75% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.76% | — | +5.89% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | -0.09% | +3.57% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.08% | +1.84% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | — | +58.23% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | -0.08% | +0.62% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.69% | +0.07% | +202.67% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.68% | — | -4.29% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | -0.09% | +11.31% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.66% | -0.08% | +0.04% | |
| 41 | SPG | Simon Property Group INC | 株式-不動産 | 0.65% | — | +3.28% | |
| 42 | D | Dominion Energy INC | 株式-公益事業 | 0.64% | — | -0.33% | |
| 43 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.63% | -0.22% | EXIT | |
| 44 | WPC | Wp Carey INC | 株式-不動産 | 0.63% | — | +3.73% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | -0.09% | +8.90% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +1.95% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | -2.28% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.58% | -0.07% | -7.86% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +8.72% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | +0.11% | +2.48% |
| # | 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 | +0.9% | -0.56% | 減少 |
| 2 | TSLA | Tesla INC | +0.7% | +9.21% | 増加 |
| 3 | QCOM | Qualcomm INC | +0.4% | +0.53% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.3% | +10.06% | 増加 |
| 5 | 2JE | Focus Financial Partners-a | +0.3% | +256.67% | 増加 |
| 6 | AVGO | Broadcom INC | +0.2% | +2.14% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | -0.43% | 減少 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +58.23% | 増加 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +1.15% | 増加 |
| 10 | BKLN | Invesco Senior Loan ETF | +0.1% | +346.10% | 増加 |
| 11 | UNP | Union Pacific CORP | +0.1% | +0.53% | 増加 |
| 12 | AMAT | Applied Materials INC | +0.1% | +5.87% | 増加 |
| 13 | TCBX | Third Coast Bancshares INC | +0.1% | NEW | 新規購入 |
| 14 | ABBV | Abbvie INC | +0.1% | -0.28% | 減少 |
| 15 | JPMB | Jpmorgan Usd Emerging Market | +0.1% | NEW | 新規購入 |
| 16 | NEE | Nextera Energy INC | +0.1% | +0.57% | 増加 |
| 17 | SPG | Simon Property Group INC | +0.1% | +3.28% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.33% | 増加 |
| 19 | LZ | Legalzoomcom INC | +0.1% | NEW | 新規購入 |
| 20 | HD | Home Depot INC | +0.1% | +4.21% | 増加 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.49% | 増加 |
| 22 | ABT | Abbott Laboratories | +0.1% | +1.84% | 増加 |
| 23 | PG | Procter & Gamble Co/the | 0% | +0.90% | 増加 |
| 24 | CVX | Chevron CORP | 0% | +2.21% | 増加 |
| 25 | VTV | Vanguard Value ETF | 0% | +11.31% | 増加 |
| 26 | LRCXEUR | Lam Research CORP | 0% | +9.35% | 増加 |
| 27 | ACN | Accenture plc | 0% | -7.86% | 減少 |
| 28 | NKE | Nike INC -cl B | 0% | +5.24% | 増加 |
| 29 | JNJ | Johnson & Johnson | 0% | +8.85% | 増加 |
| 30 | TMO | Thermo Fisher Scientific INC | 0% | +0.62% | 増加 |
| 31 | WPC | Wp Carey INC | 0% | +3.73% | 増加 |
| 32 | NXPI | NXP Semiconductors N.V. | 0% | +3.05% | 増加 |
| 33 | LIN | Linde plc | 0% | -0.30% | 減少 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.32% | 増加 |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +8.72% | 増加 |
| 36 | DGX | Quest Diagnostics INC | 0% | -0.68% | 減少 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.14% | 増加 |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.13% | 減少 |
| 39 | BX | Blackstone INC | -0.1% | -1.53% | 減少 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.75% | 増加 |
| 41 | BAC | Bank Of America CORP | -0.1% | +2.65% | 増加 |
| 42 | BLKCHF | Blackrock INC | -0.1% | -0.65% | 減少 |
| 43 | CSCO | Cisco Systems INC | -0.1% | -50.88% | 減少 |
| 44 | SCHA | Schwab US Small-cap ETF | -0.1% | +6.37% | 増加 |
| 45 | GOOG | Alphabet Inc-cl C | -0.1% | -1.09% | 減少 |
| 46 | T | At&t INC | -0.2% | -17.00% | 減少 |
| 47 | AMZN | Amazon.com INC | -0.2% | +4.20% | 増加 |
| 48 | PCY | Invesco Emerging Markets Sov | -0.2% | -19.27% | 減少 |
| 49 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -22.77% | 減少 |
| 50 | INTC | Intel CORP | -0.4% | -36.87% | 減少 |