CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全264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% | +1.23% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.03% | +0.06% | -2.50% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.30% | — | +2.01% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.27% | -0.10% | +0.76% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.25% | -0.15% | -0.58% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | +0.25% | -0.01% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.07% | — | -0.93% | |
| 8 | CGGO | Cap Group Global Growth | ETF-その他 | 1.84% | — | +7252.71% | |
| 9 | BLKCHF | Blackrock INC | 株式-その他 | 1.75% | -0.15% | -0.58% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.69% | -0.18% | -0.93% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.65% | +0.29% | -0.85% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.53% | +0.09% | -0.73% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.44% | +0.19% | -3.70% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.43% | +0.22% | -0.02% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | -0.18% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | -0.80% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.36% | +0.30% | +0.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | — | +9.40% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | -0.09% | -0.82% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.26% | -0.09% | +21.22% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.22% | — | -3.17% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | -0.11% | -15.85% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | -0.58% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.14% | -0.09% | -0.42% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | — | -0.41% | |
| 26 | OKE | Oneok INC | 株式-エネルギー | 1.12% | — | +0.46% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.01% | +0.04% | +4588.84% | |
| 28 | BX | Blackstone INC | 株式-金融 | 1.01% | -0.16% | -0.06% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | -0.11% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | — | -1.78% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | -0.51% | +1.55% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.91% | — | -0.64% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | +0.08% | +34.37% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.84% | +0.05% | -0.84% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | +2.96% | |
| 36 | WPC | Wp Carey INC | 株式-不動産 | 0.81% | — | -0.03% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.08% | +0.23% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | -2.39% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | -0.67% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | +0.11% | -0.19% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.72% | -0.08% | +0.63% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.71% | — | -0.91% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | -0.63% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +13.64% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.67% | +0.89% | -5.75% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | — | -4.74% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.65% | +0.05% | -14.89% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.64% | — | -0.44% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.61% | — | -2.65% | |
| 50 | SPG | Simon Property Group INC | 株式-不動産 | 0.61% | — | +1.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CGGO | Cap Group Global Growth | +1.8% | +7252.71% | 増加 |
| 2 | CGGR | Cap Group Growth Equity | +1% | +4588.84% | 増加 |
| 3 | CGDV | Cap Group Dividend Value | +0.6% | NEW | 新規購入 |
| 4 | VTV | Vanguard Value ETF | +0.3% | +21.22% | 増加 |
| 5 | BLKCHF | Blackrock INC | +0.2% | -0.58% | 減少 |
| 6 | CVX | Chevron CORP | +0.2% | -0.93% | 減少 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +34.37% | 増加 |
| 8 | AVGO | Broadcom INC | +0.2% | +0.58% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.2% | -0.82% | 減少 |
| 10 | OKE | Oneok INC | +0.2% | +0.46% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.58% | 減少 |
| 12 | HON | Honeywell International INC | +0.2% | -0.11% | 減少 |
| 13 | ISRG | Intuitive Surgical INC | +0.1% | +0.31% | 増加 |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.1% | +32.46% | 増加 |
| 15 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | 新規購入 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.76% | 増加 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -0.80% | 減少 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -1.78% | 減少 |
| 19 | SPG | Simon Property Group INC | +0.1% | +1.80% | 増加 |
| 20 | BA | Boeing Co/the | +0.1% | -2.25% | 減少 |
| 21 | NKE | Nike INC -cl B | +0.1% | +0.99% | 増加 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +82.15% | 増加 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -0.93% | 減少 |
| 24 | RTX | Rtx CORP | +0.1% | -0.63% | 減少 |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +13.64% | 増加 |
| 26 | DGX | Quest Diagnostics INC | +0.1% | -1.47% | 減少 |
| 27 | HD | Home Depot INC | +0.1% | +17.88% | 増加 |
| 28 | GS | Goldman Sachs Group INC | +0.1% | -0.84% | 減少 |
| 29 | MCD | Mcdonald's CORP | +0.1% | +6.84% | 増加 |
| 30 | LIN | Linde plc | 0% | -2.65% | 減少 |
| 31 | SCHW | Schwab (charles) CORP | 0% | -0.91% | 減少 |
| 32 | VO | Vanguard Mid-cap ETF | 0% | +7.99% | 増加 |
| 33 | ABT | Abbott Laboratories | 0% | +0.23% | 増加 |
| 34 | NVDA | Nvidia CORP | 0% | -5.75% | 減少 |
| 35 | WPC | Wp Carey INC | 0% | -0.03% | 減少 |
| 36 | VB | Vanguard Small-cap ETF | 0% | +2.96% | 増加 |
| 37 | BAC | Bank Of America CORP | — | -0.41% | 減少 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +9.40% | 増加 |
| 39 | SCHA | Schwab US Small-cap ETF | 0% | +2.01% | 増加 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.58% | 減少 |
| 41 | NEE | Nextera Energy INC | -0.1% | -0.73% | 減少 |
| 42 | D | Dominion Energy INC | -0.1% | -1.23% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.2% | -13.78% | 減少 |
| 44 | BX | Blackstone INC | -0.2% | -0.06% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.3% | -3.70% | 減少 |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | -0.85% | 減少 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.01% | 減少 |
| 48 | AMZN | Amazon.com INC | -0.7% | -0.18% | 減少 |
| 49 | AAPL | Apple INC | -1.4% | +1.23% | 増加 |
| 50 | TSLA | Tesla INC | -1.8% | -3.17% | 減少 |