CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全256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 | 10.65% | +1.35% | -0.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.42% | +0.06% | -1.59% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 2.98% | — | +198.15% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | +0.25% | +1901.44% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.32% | — | -6.12% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.31% | -0.15% | -0.42% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.14% | -0.10% | +1.09% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.11% | — | +1.07% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.98% | +0.29% | +1886.55% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.84% | — | -0.90% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.69% | +0.19% | -0.77% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | +0.22% | +0.34% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.61% | -0.18% | -0.25% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.59% | +0.09% | -0.15% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.51% | -0.15% | -0.50% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.33% | — | -1.44% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | — | -0.85% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | -0.11% | -1.42% | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.25% | -0.16% | -2.44% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.19% | -0.09% | +0.36% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.18% | +0.30% | -0.10% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | — | +0.53% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | -0.09% | +0.17% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | -0.09% | +29.59% | |
| 25 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.00% | — | +0.38% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | -0.00% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | -0.51% | +8.76% | |
| 28 | OKE | Oneok INC | 株式-エネルギー | 0.96% | — | +0.20% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | +1.16% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.85% | — | -0.23% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.84% | — | -1.40% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | +27.35% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | +51.50% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | +0.11% | +56.18% | |
| 35 | WPC | Wp Carey INC | 株式-不動産 | 0.80% | — | +0.51% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.79% | +0.05% | +0.15% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.08% | +0.86% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | -0.08% | -2.72% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.71% | +0.05% | +0.85% | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.69% | — | -1.09% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | — | -9.39% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.68% | — | -0.83% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.08% | +4.26% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.65% | +0.89% | +2.66% | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.65% | — | -0.01% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.64% | — | +0.66% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.63% | -0.08% | +0.20% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | — | +22.22% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.58% | — | +140.09% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | -0.09% | -0.60% |
| # | 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 | +0.6% | -0.30% | 減少 |
| 2 | TSLA | Tesla INC | +0.6% | +198.15% | 増加 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.3% | +140.09% | 増加 |
| 4 | VUG | Vanguard Growth ETF | +0.3% | +56.18% | 増加 |
| 5 | VB | Vanguard Small-cap ETF | +0.3% | +51.50% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.3% | +1.07% | 増加 |
| 7 | VTV | Vanguard Value ETF | +0.2% | +29.59% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +27.35% | 増加 |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.1% | +37.98% | 増加 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | -0.83% | 減少 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.44% | 減少 |
| 12 | JPM | Jpmorgan Chase & Co | 0% | -0.00% | 減少 |
| 13 | OKE | Oneok INC | 0% | +0.20% | 増加 |
| 14 | TMO | Thermo Fisher Scientific INC | 0% | -2.72% | 減少 |
| 15 | UNP | Union Pacific CORP | 0% | +0.36% | 増加 |
| 16 | ABT | Abbott Laboratories | 0% | +0.86% | 増加 |
| 17 | BMY | Bristol-myers Squibb Co | 0% | -1.40% | 減少 |
| 18 | KO | Coca-cola Co/the | 0% | -0.29% | 減少 |
| 19 | AMAT | Applied Materials INC | 0% | +0.85% | 増加 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -8.04% | 減少 |
| 21 | AVGO | Broadcom INC | -0.1% | -0.10% | 減少 |
| 22 | BXMT | Blackstone Mortgage Tru-cl A | -0.1% | -0.20% | 減少 |
| 23 | NKE | Nike INC -cl B | -0.1% | +0.35% | 増加 |
| 24 | UPS | United Parcel Service-cl B | -0.1% | -3.33% | 減少 |
| 25 | RTX | Rtx CORP | -0.1% | +0.66% | 増加 |
| 26 | JNJ | Johnson & Johnson | -0.1% | -0.42% | 減少 |
| 27 | BLKCHF | Blackrock INC | -0.1% | -0.50% | 減少 |
| 28 | BX | Blackstone INC | -0.1% | -2.44% | 減少 |
| 29 | AMT | American Tower CORP | -0.1% | +0.20% | 増加 |
| 30 | D | Dominion Energy INC | -0.1% | -1.09% | 減少 |
| 31 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -9.39% | 減少 |
| 32 | VTR | Ventas INC | -0.1% | -1.27% | 減少 |
| 33 | INTC | Intel CORP | -0.1% | -7.76% | 減少 |
| 34 | V | Visa Inc-class A Shares | -0.1% | -0.25% | 減少 |
| 35 | WTRG | Essential Utilities INC | -0.1% | EXIT | 全売却 |
| 36 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -65.29% | 減少 |
| 37 | SCHA | Schwab US Small-cap ETF | -0.1% | -6.12% | 減少 |
| 38 | WPC | Wp Carey INC | -0.1% | +0.51% | 増加 |
| 39 | NVDA | Nvidia CORP | -0.1% | +2.66% | 増加 |
| 40 | 2JE | Focus Financial Partners-a | -0.1% | -28.74% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -6.04% | 減少 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -0.85% | 減少 |
| 43 | WIP | State Street Spdr Ftse Inter | -0.1% | -11.78% | 減少 |
| 44 | ABBV | Abbvie INC | -0.1% | -1.42% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.1% | -0.77% | 減少 |
| 46 | VZ | Verizon Communications INC | -0.2% | +8.76% | 増加 |
| 47 | GOOG | Alphabet Inc-cl C | -0.2% | +1886.55% | 増加 |
| 48 | GILD | Gilead Sciences INC | -0.2% | -54.42% | 減少 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.2% | +1901.44% | 増加 |
| 50 | MSFT | Microsoft CORP | -0.3% | -1.59% | 減少 |