CIK: 0001650717
申告総資産額
$33.4億
上位200銘柄を表示中（全2366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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.92% | +0.57% | +419.16% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.22% | -0.33% | +12.80% | |
| 3 | TGT | Target CORP | 株式-一般消費財 | 1.78% | +0.15% | +1.08% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | +0.06% | -9.22% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.49% | -0.17% | +31.42% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.62% | +101.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | — | +2.00% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.20% | — | +6.72% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.16% | — | +4.83% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | — | -3.06% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.98% | — | -0.06% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.30% | +65.29% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +125.82% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | -5.99% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.85% | — | -13.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.11% | +87.02% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +104.52% | |
| 18 | AXP | American Express Co | 株式-金融 | 0.72% | — | -4.14% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.20% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.66% | — | -24.15% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.66% | +0.07% | +33.44% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.63% | — | +53.21% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.62% | -0.09% | +667.73% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | +1.94% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | — | +962.02% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +310.80% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | +293.11% | |
| 28 | REET | Ishares Global Reit ETF | ETF-その他 | 0.55% | — | +38.29% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.08% | +107.23% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.52% | — | +3.77% | |
| 32 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.52% | — | +26.12% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.19% | +25.30% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | -1.26% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +20.31% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.10% | +14.77% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +42.44% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | -0.18% | -27.23% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | — | -6.46% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.42% | — | +34.81% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | — | +91.67% | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.41% | — | +35.52% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +38.82% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.38% | — | +49.43% | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.38% | — | -3.10% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.10% | +28.40% | |
| 47 | AME | Ametek INC | 株式-資本財 | 0.36% | — | +1.47% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +27.01% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.36% | — | +184.22% | |
| 50 | TCEHY | Tencent Holdings Ltd-uns Adr | 株式-その他 | 0.35% | — | +58.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +5.6% | +419.16% | 増加 |
| 2 | MA | Mastercard INC - A | +0.5% | +667.73% | 増加 |
| 3 | VV | Vanguard Large-cap ETF | +0.5% | +962.02% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.5% | +101.32% | 増加 |
| 5 | V | Visa Inc-class A Shares | +0.4% | +310.80% | 増加 |
| 6 | BAC | Bank Of America CORP | +0.4% | +293.11% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +125.82% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.3% | +104.52% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | +65.29% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +87.02% | 増加 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +107.23% | 増加 |
| 12 | HON | Honeywell International INC | +0.2% | +362.58% | 増加 |
| 13 | DD | DuPont de Nemours, Inc. | +0.2% | +184.22% | 増加 |
| 14 | PKG | Packaging CORP Of America | +0.1% | +293.68% | 増加 |
| 15 | UNP | Union Pacific CORP | +0.1% | +53.21% | 増加 |
| 16 | ABT | Abbott Laboratories | +0.1% | +91.67% | 増加 |
| 17 | C | Citigroup INC | +0.1% | +184.34% | 増加 |
| 18 | LOW | Lowe's Cos INC | +0.1% | +107.03% | 増加 |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +53.47% | 増加 |
| 20 | FDX | Fedex CORP | +0.1% | +209.04% | 増加 |
| 21 | AAPL | Apple INC | +0.1% | +31.42% | 増加 |
| 22 | TMO | Thermo Fisher Scientific INC | +0.1% | +63.94% | 増加 |
| 23 | BA | Boeing Co/the | +0.1% | +84.73% | 増加 |
| 24 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | +58.16% | 増加 |
| 25 | NFLX | Netflix INC | +0.1% | +78.09% | 増加 |
| 26 | VZ | Verizon Communications INC | +0.1% | +79.21% | 増加 |
| 27 | T | At&t INC | 0% | +65.29% | 増加 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +49.43% | 増加 |
| 29 | CMCSA | Comcast Corp-class A | 0% | +43.86% | 増加 |
| 30 | REET | Ishares Global Reit ETF | 0% | +38.29% | 増加 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +38.82% | 増加 |
| 32 | INTC | Intel CORP | 0% | +34.81% | 増加 |
| 33 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | +40.13% | 増加 |
| 34 | NVS | Novartis Ag-sponsored Adr | — | +35.51% | 増加 |
| 35 | NSRGY | Nestle Sa-spons Adr | 0% | +26.12% | 増加 |
| 36 | XOM | Exxon Mobil CORP | 0% | +25.30% | 増加 |
| 37 | RDS-A | Shell Plc-spon Adr-a | 0% | +35.52% | 増加 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | 0% | +33.44% | 増加 |
| 39 | CVX | Chevron CORP | 0% | +28.40% | 増加 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +42.44% | 増加 |
| 41 | MRK | Merck & Co. INC. | 0% | +27.01% | 増加 |
| 42 | KR | Kroger Co | -0.2% | -63.02% | 減少 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +4.83% | 増加 |
| 44 | SCZ | Ishares Msci Eafe Small-cap | -0.3% | +6.72% | 増加 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +2.00% | 増加 |
| 46 | TGT | Target CORP | -0.4% | +1.08% | 増加 |
| 47 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -3.06% | 減少 |
| 48 | ACWI | Ishares Msci Acwi ETF | -0.5% | -24.15% | 減少 |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.7% | +12.80% | 増加 |
| 50 | VIMAX | Vanguard Mid Cap Index-adm | — | EXIT | 全売却 |