CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中(全362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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.04% | -0.11% | +6.90% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.35% | — | +6.77% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.28% | — | +11.69% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.52% | -0.10% | +1.40% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.10% | -0.12% | +15.31% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.88% | +0.07% | +5.73% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.56% | — | +8.01% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.46% | -0.09% | +9.86% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.65% | -0.03% | +5.45% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | -0.03% | -0.16% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.32% | — | +6.30% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.24% | -0.16% | EXIT | |
| 13 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.21% | — | +0.12% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.14% | -0.04% | -1.58% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.11% | +0.03% | NEW | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 1.08% | -0.02% | -4.07% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | -5.32% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | -0.02% | -3.70% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.00% | -0.11% | -2.08% | |
| 20 | CMS | Cms Energy CORP | 株式-公益事業 | 0.94% | — | -0.99% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.92% | +0.01% | -0.98% | |
| 22 | FAF | First American Financial | 株式-金融 | 0.90% | — | -1.45% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | — | -10.36% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.86% | — | +59.11% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | -0.04% | -0.22% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | -2.93% | |
| 27 | MCO | Moody's CORP | 株式-金融 | 0.82% | -0.03% | EXIT | |
| 28 | ALGT | Allegiant Travel Co | 株式-その他 | 0.81% | — | -1.33% | |
| 29 | EIG | Employers Holdings INC | 株式-その他 | 0.81% | — | +2676.59% | |
| 30 | FAST | Fastenal Co | 株式-資本財 | 0.80% | — | -2.03% | |
| 31 | CHCO | City Holding Co | 株式-その他 | 0.77% | — | -0.55% | |
| 32 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.77% | — | -21.30% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.01% | -6.05% | |
| 34 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.76% | — | -0.25% | |
| 35 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.75% | — | -1.44% | |
| 36 | EGOVEUR | Nic INC | 株式-その他 | 0.75% | — | -26.50% | |
| 37 | MED | Medifast INC | 株式-その他 | 0.74% | — | +3124.84% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.09% | -4.37% | |
| 39 | COLB | Columbia Banking System INC | 株式-金融 | 0.68% | — | -0.29% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -2.58% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.65% | — | -6.93% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | — | +1.14% | |
| 43 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 0.64% | — | +0.02% | |
| 44 | RUTHUSD | Ruth's Hospitality Group INC | 株式-その他 | 0.62% | — | +58.01% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.61% | +0.05% | +22.05% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | -0.92% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | +10.50% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.56% | -0.01% | -4.71% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | — | -5.40% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.55% | -0.03% | -3.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EIG | Employers Holdings INC | +0.8% | +2676.59% | 増加 |
| 2 | MED | Medifast INC | +0.7% | +3124.84% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +6.90% | 増加 |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +11.69% | 増加 |
| 5 | AMGN | Amgen INC | +0.3% | +59.11% | 増加 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.77% | 増加 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | +15.31% | 増加 |
| 8 | IDXX | Idexx Laboratories INC | +0.3% | +1021.41% | 増加 |
| 9 | VNQ | Vanguard Real Estate ETF | +0.2% | +1.40% | 増加 |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.2% | +9.86% | 増加 |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +5.73% | 増加 |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +22.05% | 増加 |
| 13 | BIV | Vanguard Intermediate-term B | +0.1% | +5.45% | 増加 |
| 14 | NKE | Nike INC -cl B | +0.1% | -0.22% | 減少 |
| 15 | TUP | Tupperware Brands CORP | +0.1% | +57.41% | 増加 |
| 16 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +6.30% | 増加 |
| 17 | TXN | Texas Instruments INC | +0.1% | -4.07% | 減少 |
| 18 | CMS | Cms Energy CORP | +0.1% | -0.99% | 減少 |
| 19 | HD | Home Depot INC | +0.1% | -3.70% | 減少 |
| 20 | FAF | First American Financial | +0.1% | -1.45% | 減少 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +10.50% | 増加 |
| 22 | UPS | United Parcel Service-cl B | +0.1% | -1.90% | 減少 |
| 23 | KEL | Kellanova | +0.1% | -2.63% | 減少 |
| 24 | BMY | Bristol-myers Squibb Co | 0% | +1.71% | 増加 |
| 25 | STX | Seagate Technology Holdings plc | 0% | -1.90% | 減少 |
| 26 | INTC | Intel CORP | 0% | -0.98% | 減少 |
| 27 | AAPL | Apple INC | 0% | -1.62% | 減少 |
| 28 | ABBV | Abbvie INC | 0% | -0.16% | 減少 |
| 29 | BLV | Vanguard Long-term Bond ETF | 0% | -1.64% | 減少 |
| 30 | IEMG | Ishares Core Msci Emerging | — | +8.01% | 増加 |
| 31 | IDA | Idacorp INC | -0.1% | -76.60% | 減少 |
| 32 | F | Ford Motor Co | -0.1% | -42.06% | 減少 |
| 33 | CDNS | Cadence Design Sys INC | -0.1% | -5.52% | 減少 |
| 34 | RUTHUSD | Ruth's Hospitality Group INC | -0.1% | +58.01% | 増加 |
| 35 | SBUX | Starbucks CORP | -0.1% | -10.36% | 減少 |
| 36 | CBRL | Cracker Barrel Old Country | -0.1% | -1.44% | 減少 |
| 37 | HAFC | Hanmi Financial Corporation | -0.1% | -98.32% | 減少 |
| 38 | HRB | H&r Block INC | -0.1% | +0.84% | 増加 |
| 39 | AVGO | Broadcom INC | -0.1% | -2.08% | 減少 |
| 40 | MTD | Mettler-toledo International | -0.1% | -5.15% | 減少 |
| 41 | MO | Altria Group INC | -0.1% | -1.21% | 減少 |
| 42 | GILD | Gilead Sciences INC | -0.1% | -0.30% | 減少 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -6.05% | 減少 |
| 44 | TSN | Tyson Foods Inc-cl A | -0.2% | -21.30% | 減少 |
| 45 | PFE | Pfizer INC | -0.2% | -2.58% | 減少 |
| 46 | OPLN | Openlane INC | -0.4% | -99.42% | 減少 |
| 47 | IAA-WUSD | Iaa INC | -0.5% | -99.42% | 減少 |
| 48 | GM | General Motors Co | -0.8% | -93.97% | 減少 |
| 49 | ALGN | Align Technology INC | — | EXIT | 全売却 |
| 50 | BTUSD | Bt Group Plc-spon Adr | — | EXIT | 全売却 |