CIK: 0001559077
申告総資産額
$13.2億
上位200銘柄を表示中（全260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 | 10.50% | +1.35% | -1.27% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.84% | +0.06% | -0.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.68% | +0.25% | -3.64% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.47% | -0.10% | +2.10% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.08% | +0.29% | -4.54% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.00% | — | -0.35% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | — | -0.41% | |
| 8 | CGGO | Cap Group Global Growth | ETF-その他 | 1.89% | — | -0.07% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | -0.15% | +0.19% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.84% | — | +1.00% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.82% | +0.30% | -1.18% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.79% | +0.89% | -2.46% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.66% | — | -1.10% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.60% | +0.22% | -1.44% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | -0.18% | -7.22% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.46% | -0.15% | -1.45% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.32% | -0.09% | +7.44% | |
| 18 | BX | Blackstone INC | 株式-金融 | 1.31% | -0.16% | -0.60% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.24% | +0.04% | -0.76% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | -0.50% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | — | +0.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.16% | +0.11% | +4.36% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.13% | +0.19% | -5.39% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | -0.09% | -0.77% | |
| 25 | OKE | Oneok INC | 株式-エネルギー | 1.05% | — | +3.44% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.05% | -0.09% | -0.60% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | +0.08% | +0.49% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | — | +4.98% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | -0.11% | +0.96% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | +0.09% | -1.46% | |
| 31 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.96% | — | +1.28% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | +8.02% | |
| 33 | AMAT | Applied Materials INC | 株式-IT | 0.88% | +0.05% | +0.46% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | — | -0.63% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.84% | — | +2.58% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.82% | — | +0.01% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.76% | — | -15.42% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | +1.98% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | +0.05% | -1.91% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -1.70% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.08% | +6.63% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | — | -2.48% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | -0.51% | -2.61% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | — | +9.48% | |
| 45 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.62% | +0.07% | +0.05% | |
| 46 | LIN | Linde plc | 株式-素材 | 0.61% | — | -1.26% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | — | +3.83% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -17.07% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | -0.08% | -3.35% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | +0.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.64% | 減少 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.10% | 増加 |
| 3 | BX | Blackstone INC | +0.2% | -0.60% | 減少 |
| 4 | CVX | Chevron CORP | +0.2% | +1.00% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +4.98% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -4.54% | 減少 |
| 7 | CARR | Carrier Global CORP | +0.2% | NEW | 新規購入 |
| 8 | ABBV | Abbvie INC | +0.1% | +0.96% | 増加 |
| 9 | COST | Costco Wholesale CORP | +0.1% | -1.44% | 減少 |
| 10 | VTV | Vanguard Value ETF | +0.1% | +7.44% | 増加 |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +28.63% | 増加 |
| 12 | OKE | Oneok INC | +0.1% | +3.44% | 増加 |
| 13 | ✓ | Alpha Tau Medical LTD | +0.1% | NEW | 新規購入 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +1.28% | 増加 |
| 15 | AMZN | Amazon.com INC | 0% | -0.41% | 減少 |
| 16 | TSLA | Tesla INC | 0% | -0.35% | 減少 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.10% | 減少 |
| 18 | PG | Procter & Gamble Co/the | 0% | -0.50% | 減少 |
| 19 | AVGO | Broadcom INC | 0% | -1.18% | 減少 |
| 20 | CGGO | Cap Group Global Growth | 0% | -0.07% | 減少 |
| 21 | JNJ | Johnson & Johnson | 0% | +0.19% | 増加 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | +0.93% | 増加 |
| 23 | HON | Honeywell International INC | 0% | +2.58% | 増加 |
| 24 | VO | Vanguard Mid-cap ETF | 0% | -2.48% | 減少 |
| 25 | MCD | Mcdonald's CORP | 0% | +1.44% | 増加 |
| 26 | DIS | Walt Disney Co/the | 0% | -3.28% | 減少 |
| 27 | NKE | Nike INC -cl B | 0% | +0.93% | 増加 |
| 28 | DGX | Quest Diagnostics INC | 0% | -1.58% | 減少 |
| 29 | BLKCHF | Blackrock INC | -0.1% | -1.45% | 減少 |
| 30 | RTX | Rtx CORP | -0.1% | +17.60% | 増加 |
| 31 | AMT | American Tower CORP | -0.1% | -0.60% | 減少 |
| 32 | D | Dominion Energy INC | -0.1% | -3.50% | 減少 |
| 33 | VTR | Ventas INC | -0.1% | -17.67% | 減少 |
| 34 | XYL | Xylem INC | -0.1% | -3.88% | 減少 |
| 35 | SSS1EUR | Life Storage INC | -0.1% | EXIT | 全売却 |
| 36 | WEP | Magellan Midstream Partners | -0.1% | EXIT | 全売却 |
| 37 | ISRG | Intuitive Surgical INC | -0.1% | +0.05% | 増加 |
| 38 | MRK | Merck & Co. INC. | -0.1% | -0.77% | 減少 |
| 39 | VZ | Verizon Communications INC | -0.1% | -2.61% | 減少 |
| 40 | V | Visa Inc-class A Shares | -0.1% | -7.22% | 減少 |
| 41 | QCOM | Qualcomm INC | -0.1% | -5.39% | 減少 |
| 42 | WPC | Wp Carey INC | -0.1% | -0.39% | 減少 |
| 43 | VB | Vanguard Small-cap ETF | -0.1% | -17.07% | 減少 |
| 44 | SCHA | Schwab US Small-cap ETF | -0.2% | -15.42% | 減少 |
| 45 | MSFT | Microsoft CORP | -0.2% | -0.86% | 減少 |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | -0.2% | EXIT | 全売却 |
| 47 | 2JE | Focus Financial Partners-a | -0.2% | EXIT | 全売却 |
| 48 | NEE | Nextera Energy INC | -0.2% | -1.46% | 減少 |
| 49 | UPS | United Parcel Service-cl B | -0.3% | -87.69% | 減少 |
| 50 | AAPL | Apple INC | -1% | -1.27% | 減少 |