CIK: 0001593600
申告総資産額
$8119.8万
上位200銘柄を表示中（全275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 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 13.10% | — | +0.06% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.62% | +0.62% | -0.56% | |
| 3 | JCTC | Jewett-cameron Trading LTD | 株式-その他 | 6.68% | — | +5.32% | |
| 4 | REET | Ishares Global Reit ETF | ETF-その他 | 4.06% | — | -0.06% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 2.95% | — | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.91% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.91% | — | — | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.76% | — | — | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.11% | — | -0.14% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.04% | -0.06% | -0.09% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.59% | — | |
| 12 | INTC | Intel CORP | 株式-IT | 1.65% | — | -10.10% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | -0.16% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.10% | -0.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | -0.05% | — | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.18% | -0.08% | -0.16% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | -0.02% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.18% | — | |
| 19 | T | At&t INC | 株式-通信サービス | 0.91% | — | -0.22% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | — | |
| 21 | CME | Cme Group INC | 株式-金融 | 0.78% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.15% | -24.11% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.14% | — | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 0.65% | — | — | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.65% | — | — | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.64% | — | -0.58% | |
| 27 | SYY | Sysco CORP | 株式-生活必需品 | 0.62% | — | -0.37% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.57% | — | — | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | +0.16% | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | -0.02% | -31.55% | |
| 31 | ADSK | Autodesk INC | 株式-IT | 0.56% | — | — | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.56% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | -0.32% | |
| 35 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.52% | -0.05% | -0.30% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.51% | — | — | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.50% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -1.96% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.48% | — | -0.56% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.04% | — | |
| 41 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.45% | — | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | -0.04% | -10.15% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.44% | — | — | |
| 44 | AMP | Ameriprise Financial INC | 株式-金融 | 0.44% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | — | |
| 46 | D | Dominion Energy INC | 株式-公益事業 | 0.43% | — | -0.61% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | — | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.40% | +0.27% | -0.63% | |
| 49 | MFC | Manulife Financial CORP | 株式-金融 | 0.39% | — | — | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.37% | -0.16% | — |
| # | 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 | +0.2% | -0.09% | 減少 |
| 2 | REET | Ishares Global Reit ETF | +0.2% | -0.06% | 減少 |
| 3 | VNQ | Vanguard Real Estate ETF | +0.2% | — | 変化なし |
| 4 | TGT | Target CORP | +0.1% | — | 変化なし |
| 5 | T | At&t INC | +0.1% | -0.22% | 減少 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | — | 変化なし |
| 7 | SYY | Sysco CORP | +0.1% | -0.37% | 減少 |
| 8 | TXN | Texas Instruments INC | +0.1% | — | 変化なし |
| 9 | CME | Cme Group INC | +0.1% | — | 変化なし |
| 10 | CVS | Cvs Health CORP | +0.1% | — | 変化なし |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.15% | 減少 |
| 12 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.32% | 減少 |
| 14 | COST | Costco Wholesale CORP | 0% | — | 変化なし |
| 15 | HD | Home Depot INC | 0% | — | 変化なし |
| 16 | PG | Procter & Gamble Co/the | 0% | — | 変化なし |
| 17 | NEE | Nextera Energy INC | 0% | — | 変化なし |
| 18 | BA | Boeing Co/the | 0% | — | 変化なし |
| 19 | JCTC | Jewett-cameron Trading LTD | 0% | +5.32% | 増加 |
| 20 | AGG | Ishares Core U.s. Aggregate | 0% | — | 変化なし |
| 21 | ADBE | Adobe INC | 0% | -0.56% | 減少 |
| 22 | ALGN | Align Technology INC | -0.1% | — | 変化なし |
| 23 | MNST | Monster Beverage CORP | -0.1% | — | 変化なし |
| 24 | BLKCHF | Blackrock INC | -0.1% | -0.58% | 減少 |
| 25 | UNH | Unitedhealth Group INC | -0.1% | — | 変化なし |
| 26 | ADSK | Autodesk INC | -0.1% | — | 変化なし |
| 27 | V | Visa Inc-class A Shares | -0.1% | -10.15% | 減少 |
| 28 | INTC | Intel CORP | -0.1% | -10.10% | 減少 |
| 29 | DON | Wisdomtree US Midcap Dividen | -0.1% | +0.06% | 増加 |
| 30 | CXOEUR | Concho Resources INC | -0.1% | — | 変化なし |
| 31 | META | Meta Platforms Inc-class A | -0.1% | — | 変化なし |
| 32 | CSCO | Cisco Systems INC | -0.1% | -0.02% | 減少 |
| 33 | PFE | Pfizer INC | -0.1% | — | 変化なし |
| 34 | DVY | Ishares Select Dividend ETF | -0.2% | -64.12% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.2% | -0.16% | 減少 |
| 36 | STZ | Constellation Brands Inc-a | -0.2% | -49.62% | 減少 |
| 37 | MMM | 3m Co | -0.2% | -72.94% | 減少 |
| 38 | ABBV | Abbvie INC | -0.2% | -31.55% | 減少 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -0.56% | 減少 |
| 40 | JNJ | Johnson & Johnson | -0.3% | -24.11% | 減少 |
| 41 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 42 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 43 | AVB | Avalonbay Communities INC | — | NEW | 新規購入 |
| 44 | ROP | Roper Technologies INC | — | NEW | 新規購入 |
| 45 | ULTA | Ulta Beauty INC | — | NEW | 新規購入 |
| 46 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | ✓ | Hff INC Cl A | — | EXIT | 全売却 |
| 49 | ASH | Ashland INC | — | NEW | 新規購入 |
| 50 | DLR | Digital Realty Trust INC | — | NEW | 新規購入 |