CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全261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 | 11.47% | +1.35% | -2.32% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.01% | +0.06% | -1.50% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.42% | +0.25% | -2.61% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.24% | -0.10% | -0.19% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.99% | — | -0.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | +0.06% | |
| 7 | CGGO | Cap Group Global Growth | ETF-その他 | 1.91% | — | +1.09% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.90% | +0.29% | -4.67% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | -0.15% | -0.57% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.83% | +0.30% | -2.41% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.70% | +0.89% | -2.53% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.65% | — | -1.86% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | — | -0.18% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | -0.18% | -4.35% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.51% | -0.15% | -1.24% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.47% | +0.22% | -0.86% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.22% | +0.04% | +3.75% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.22% | +0.19% | -4.04% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.20% | -0.09% | -3.61% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.20% | +0.09% | -0.88% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | -2.03% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | -0.09% | -1.08% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | — | +0.81% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 1.10% | +0.11% | +16.01% | |
| 25 | BX | Blackstone INC | 株式-金融 | 1.09% | -0.16% | -3.02% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | -0.09% | -0.89% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | +0.08% | +3.23% | |
| 28 | OKE | Oneok INC | 株式-エネルギー | 0.94% | — | +0.01% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.91% | — | -60.10% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +0.25% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.87% | +0.05% | -1.12% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.87% | — | -0.71% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | — | -2.19% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | +10.70% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | -0.11% | -0.99% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | -0.97% | |
| 37 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.80% | — | +15.97% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | -0.51% | -6.02% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | -5.67% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.70% | — | +4.83% | |
| 41 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.69% | +0.07% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +0.32% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.69% | +0.05% | -0.41% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.08% | +0.27% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -0.76% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -0.95% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.60% | — | -0.55% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.60% | — | -8.33% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | -0.08% | -5.24% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.59% | — | +11.19% |
| # | 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% | -2.32% | 減少 |
| 2 | NVDA | Nvidia CORP | +0.5% | -2.53% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.5% | -1.50% | 減少 |
| 4 | AVGO | Broadcom INC | +0.4% | -2.41% | 減少 |
| 5 | TSLA | Tesla INC | +0.3% | -0.01% | 減少 |
| 6 | AMZN | Amazon.com INC | +0.3% | +0.06% | 増加 |
| 7 | VUG | Vanguard Growth ETF | +0.2% | +16.01% | 増加 |
| 8 | VGK | Vanguard Ftse Europe ETF | +0.2% | NEW | 新規購入 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | 新規購入 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.61% | 減少 |
| 11 | ISRG | Intuitive Surgical INC | +0.1% | — | 変化なし |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -0.76% | 減少 |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +15.97% | 増加 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.86% | 減少 |
| 15 | CGGR | Cap Group Growth Equity | +0.1% | +3.75% | 増加 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +10.70% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.19% | 減少 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -4.67% | 減少 |
| 19 | AMAT | Applied Materials INC | +0.1% | -1.12% | 減少 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.81% | 増加 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.23% | 増加 |
| 22 | GD | General Dynamics CORP | +0.1% | NEW | 新規購入 |
| 23 | SCHM | Schwab US Mid Cap ETF | +0.1% | +20.27% | 増加 |
| 24 | PANW | Palo Alto Networks INC | +0.1% | +0.09% | 増加 |
| 25 | SCHF | Schwab Intl Equity ETF | 0% | +11.19% | 増加 |
| 26 | LLY | Eli Lilly & Co | 0% | -5.79% | 減少 |
| 27 | VO | Vanguard Mid-cap ETF | 0% | +4.83% | 増加 |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +24.27% | 増加 |
| 29 | LRCXEUR | Lam Research CORP | 0% | +0.38% | 増加 |
| 30 | CGGO | Cap Group Global Growth | 0% | +1.09% | 増加 |
| 31 | COST | Costco Wholesale CORP | 0% | -0.86% | 減少 |
| 32 | MRK | Merck & Co. INC. | 0% | -1.08% | 減少 |
| 33 | HON | Honeywell International INC | 0% | +0.25% | 増加 |
| 34 | ETN | Eaton Corporation plc | 0% | -0.09% | 減少 |
| 35 | JNJ | Johnson & Johnson | 0% | -0.57% | 減少 |
| 36 | ABT | Abbott Laboratories | 0% | +0.27% | 増加 |
| 37 | TIP | Ishares Tips Bond ETF | -0.1% | EXIT | 全売却 |
| 38 | AES | Aes CORP | -0.1% | -13.30% | 減少 |
| 39 | D | Dominion Energy INC | -0.1% | -4.03% | 減少 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -2.76% | 減少 |
| 41 | BMY | Bristol-myers Squibb Co | -0.1% | -0.55% | 減少 |
| 42 | WIP | State Street Spdr Ftse Inter | -0.1% | -11.38% | 減少 |
| 43 | NEE | Nextera Energy INC | -0.1% | -0.88% | 減少 |
| 44 | TMO | Thermo Fisher Scientific INC | -0.1% | -5.24% | 減少 |
| 45 | VZ | Verizon Communications INC | -0.1% | -6.02% | 減少 |
| 46 | CVX | Chevron CORP | -0.2% | -0.18% | 減少 |
| 47 | WPC | Wp Carey INC | -0.2% | -6.91% | 減少 |
| 48 | ABBV | Abbvie INC | -0.2% | -0.99% | 減少 |
| 49 | QCOM | Qualcomm INC | -0.2% | -4.04% | 減少 |
| 50 | SCHA | Schwab US Small-cap ETF | -1.4% | -60.10% | 減少 |