CIK: 0001632105
申告総資産額
$6.8億
| # | 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 | 7.96% | -0.27% | +8.57% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.64% | -0.07% | -1.77% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 2.18% | -0.10% | +10.59% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | +0.09% | +11.82% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | — | +22.04% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.04% | +0.17% | +170.90% | |
| 7 | ADBE | Adobe INC | 株式-IT | 1.94% | — | +16.06% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.72% | — | +11.04% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.11% | +18.01% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.57% | — | +30.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.16% | +1.53% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | -0.03% | +1.19% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | -0.03% | +11.39% | |
| 14 | SO | Southern Co/the | 株式-公益事業 | 1.21% | +0.09% | +1.07% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | — | +3.43% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | +0.02% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.08% | — | +7.72% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.06% | +0.11% | +14.04% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +5.48% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | -0.05% | +41.47% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.95% | — | +41.32% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | +0.48% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.10% | +17.08% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | — | +130.99% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.15% | +1.39% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +30.78% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.89% | — | +0.39% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.87% | -0.02% | — | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | — | +0.61% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | +212.21% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | +43.89% | |
| 32 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.83% | — | +9.89% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | -0.05% | +6.21% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.82% | -0.04% | +5.23% | |
| 35 | CLX | Clorox Company | 株式-生活必需品 | 0.79% | — | +2.17% | |
| 36 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.77% | — | — | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.76% | — | +14.01% | |
| 38 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.76% | — | — | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.75% | — | +43.71% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.72% | — | -0.14% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +24.27% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.69% | — | +2.18% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.68% | — | +29.36% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.67% | -0.06% | +12.34% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +7.64% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | +67.09% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | +0.03% | |
| 48 | ✓ | Duke Energy Corp New | 株式-その他 | 0.64% | — | +1.67% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | -0.05% | -6.26% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | +32.78% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.3% | +170.90% | 増加 |
| 2 | AAPL | Apple INC | +1% | +8.57% | 増加 |
| 3 | V | Visa Inc-class A Shares | +0.6% | +212.21% | 増加 |
| 4 | VTV | Vanguard Value ETF | +0.4% | +130.99% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +11.82% | 増加 |
| 6 | ADBE | Adobe INC | +0.3% | +16.06% | 増加 |
| 7 | PYPL | Paypal Holdings INC | +0.3% | +29.36% | 増加 |
| 8 | PM | Philip Morris International | +0.2% | +190.89% | 増加 |
| 9 | ABBV | Abbvie INC | +0.2% | +43.89% | 増加 |
| 10 | TTD | Trade Desk Inc/the -class A | +0.2% | +38.75% | 増加 |
| 11 | HD | Home Depot INC | +0.2% | +10.59% | 増加 |
| 12 | TXN | Texas Instruments INC | +0.2% | +62.80% | 増加 |
| 13 | NKE | Nike INC -cl B | +0.2% | +41.32% | 増加 |
| 14 | LOW | Lowe's Cos INC | +0.2% | +14.01% | 増加 |
| 15 | BMY | Bristol-myers Squibb Co | +0.2% | +67.09% | 増加 |
| 16 | SHOP | Shopify INC - Class A | +0.1% | — | 変化なし |
| 17 | PFE | Pfizer INC | +0.1% | +69.77% | 増加 |
| 18 | INTC | Intel CORP | +0.1% | +30.13% | 増加 |
| 19 | WMT | Walmart INC | +0.1% | +41.47% | 増加 |
| 20 | HON | Honeywell International INC | +0.1% | +43.71% | 増加 |
| 21 | ELV | Elevance Health INC | +0.1% | +39.92% | 増加 |
| 22 | CVX | Chevron CORP | 0% | +14.04% | 増加 |
| 23 | LLY | Eli Lilly & Co | 0% | +17.08% | 増加 |
| 24 | MO | Altria Group INC | 0% | +39.01% | 増加 |
| 25 | KO | Coca-cola Co/the | 0% | +32.78% | 増加 |
| 26 | VZ | Verizon Communications INC | 0% | +30.78% | 増加 |
| 27 | VOO | Vanguard S&P 500 ETF | 0% | +9.89% | 増加 |
| 28 | AMAT | Applied Materials INC | 0% | -0.14% | 減少 |
| 29 | CLX | Clorox Company | 0% | +2.17% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.64% | 増加 |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | +6.21% | 増加 |
| 32 | YUM | Yum! Brands INC | -0.1% | — | 変化なし |
| 33 | UNH | Unitedhealth Group INC | -0.1% | +11.04% | 増加 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +22.04% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.53% | 増加 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.02% | 増加 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | +18.01% | 増加 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | +11.39% | 増加 |
| 39 | DIS | Walt Disney Co/the | -0.2% | +3.43% | 増加 |
| 40 | MSFT | Microsoft CORP | -0.3% | -1.77% | 減少 |
| 41 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 42 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 43 | ✓ | Allergan INC | — | EXIT | 全売却 |
| 44 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 45 | FSLY | Fastly INC - Class A | — | NEW | 新規購入 |
| 46 | NOC | Northrop Grumman CORP | — | NEW | 新規購入 |
| 47 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 48 | FDN | First Trust Dj Internet Ind | — | NEW | 新規購入 |
| 49 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 50 | SUI | Sun Communities INC | — | NEW | 新規購入 |