CIK: 0001593600
申告総資産額
$8119.8万
上位200銘柄を表示中（全443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 | 13.84% | — | +1.51% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.75% | +0.62% | -0.68% | |
| 3 | REET | Ishares Global Reit ETF | ETF-その他 | 4.43% | — | -42.25% | |
| 4 | SUB | Ishares Short-term National | ETF-その他 | 3.18% | — | -16.31% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.17% | — | -56.05% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.98% | — | -12.79% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.94% | — | — | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.27% | — | +0.09% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.08% | — | +0.17% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.88% | -0.06% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.59% | +0.11% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.05% | +0.26% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.10% | — | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.23% | -0.08% | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | +0.15% | +1.47% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | +1.34% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | -0.02% | +0.22% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.18% | +1.68% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.92% | — | — | |
| 21 | T | At&t INC | 株式-通信サービス | 0.85% | — | +1.35% | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.76% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +0.37% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.14% | — | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | -0.99% | |
| 26 | CME | Cme Group INC | 株式-金融 | 0.66% | — | +0.15% | |
| 27 | ITW | Illinois Tool Works | 株式-資本財 | 0.65% | — | +0.52% | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.64% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | -0.04% | — | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 0.57% | — | — | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.56% | -0.05% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | — | |
| 33 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.55% | — | +0.21% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.16% | — | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.51% | — | +0.47% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.50% | — | — | |
| 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% | — | +3.99% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.49% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | -0.04% | — | |
| 41 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.46% | — | — | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.46% | — | +5.11% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.45% | — | +2.42% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.44% | -0.16% | +0.26% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.43% | +0.27% | — | |
| 46 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.42% | — | +0.38% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.42% | — | -0.68% | |
| 48 | AMP | Ameriprise Financial INC | 株式-金融 | 0.41% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.41% | — | +0.57% | |
| 50 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.40% | — | +1.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DON | Wisdomtree US Midcap Dividen | +1.4% | +1.51% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | -0.68% | 減少 |
| 3 | VNQ | Vanguard Real Estate ETF | +0.3% | — | 変化なし |
| 4 | AAPL | Apple INC | +0.3% | — | 変化なし |
| 5 | AMZN | Amazon.com INC | +0.3% | — | 変化なし |
| 6 | INTC | Intel CORP | +0.2% | +0.17% | 増加 |
| 7 | CSCO | Cisco Systems INC | +0.2% | +1.34% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +0.11% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +1.68% | 増加 |
| 10 | IWS | Ishares Russell Mid-cap Valu | +0.2% | +500.74% | 増加 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | +812.98% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +0.09% | 増加 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.26% | 増加 |
| 14 | BA | Boeing Co/the | +0.1% | — | 変化なし |
| 15 | ADSK | Autodesk INC | +0.1% | — | 変化なし |
| 16 | DHR | Danaher CORP | +0.1% | — | 変化なし |
| 17 | TGT | Target CORP | +0.1% | +5.11% | 増加 |
| 18 | ABT | Abbott Laboratories | +0.1% | — | 変化なし |
| 19 | CRM | Salesforce INC | +0.1% | — | 変化なし |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.47% | 増加 |
| 21 | COST | Costco Wholesale CORP | +0.1% | — | 変化なし |
| 22 | V | Visa Inc-class A Shares | +0.1% | — | 変化なし |
| 23 | T | At&t INC | +0.1% | +1.35% | 増加 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | — | 変化なし |
| 25 | ITW | Illinois Tool Works | +0.1% | +0.52% | 増加 |
| 26 | AMP | Ameriprise Financial INC | +0.1% | — | 変化なし |
| 27 | ADBE | Adobe INC | +0.1% | — | 変化なし |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +14.39% | 増加 |
| 29 | LOW | Lowe's Cos INC | +0.1% | +2.89% | 増加 |
| 30 | AVGO | Broadcom INC | +0.1% | +0.26% | 増加 |
| 31 | PEP | Pepsico INC | +0.1% | +3.99% | 増加 |
| 32 | SYK | Stryker CORP | +0.1% | — | 変化なし |
| 33 | MFC | Manulife Financial CORP | +0.1% | — | 変化なし |
| 34 | LVS | Las Vegas Sands CORP | +0.1% | +0.38% | 増加 |
| 35 | INTU | Intuit INC | +0.1% | — | 変化なし |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 変化なし |
| 37 | MCO | Moody's CORP | +0.1% | — | 変化なし |
| 38 | PAYX | Paychex INC | +0.1% | -2.68% | 減少 |
| 39 | ADP | Automatic Data Processing | +0.1% | — | 変化なし |
| 40 | TMO | Thermo Fisher Scientific INC | +0.1% | — | 変化なし |
| 41 | TXN | Texas Instruments INC | 0% | +0.47% | 増加 |
| 42 | BDX | Becton Dickinson And Co | 0% | — | 変化なし |
| 43 | CVS | Cvs Health CORP | -0.1% | -0.68% | 減少 |
| 44 | CME | Cme Group INC | -0.1% | +0.15% | 増加 |
| 45 | ABBV | Abbvie INC | -0.2% | +0.22% | 増加 |
| 46 | MUB | Ishares National Muni Bond E | -0.5% | -12.79% | 減少 |
| 47 | SUB | Ishares Short-term National | -0.7% | -16.31% | 減少 |
| 48 | REET | Ishares Global Reit ETF | -2.5% | -42.25% | 減少 |
| 49 | AGG | Ishares Core U.s. Aggregate | -4.1% | -56.05% | 減少 |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | EXIT | 全売却 |