CIK: 0001593600
申告総資産額
$8119.8万
上位200銘柄を表示中（全273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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.09% | +0.62% | -5.45% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 12.86% | — | +1.14% | |
| 3 | JCTC | Jewett-cameron Trading LTD | 株式-その他 | 5.23% | — | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.06% | — | — | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.76% | — | — | |
| 6 | REET | Ishares Global Reit ETF | ETF-その他 | 3.38% | — | -9.90% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.01% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 2.88% | -0.06% | -9.81% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.67% | -0.59% | +7.88% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.36% | — | -10.98% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.26% | — | -39.12% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.23% | — | -6.52% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | — | -24.24% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.10% | +0.59% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.18% | -4.82% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | -0.05% | -33.88% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.99% | — | +1.23% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.14% | — | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.08% | -41.54% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.15% | -17.37% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | -0.10% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 0.76% | — | -2.68% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | -23.24% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.75% | — | -11.65% | |
| 25 | CME | Cme Group INC | 株式-金融 | 0.71% | — | -18.62% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.16% | -11.30% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | -0.04% | -8.04% | |
| 28 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | — | |
| 29 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.61% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -12.59% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.04% | — | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.50% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -31.67% | |
| 34 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.48% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | -0.02% | -36.35% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | — | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.45% | -0.05% | -30.59% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -8.31% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | +17.32% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.43% | +0.27% | — | |
| 41 | AMP | Ameriprise Financial INC | 株式-金融 | 0.42% | — | — | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.16% | -5.08% | |
| 43 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.37% | — | — | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.37% | — | -51.08% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.37% | — | +1.51% | |
| 46 | MFC | Manulife Financial CORP | 株式-金融 | 0.36% | — | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | -37.27% | |
| 48 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.35% | — | — | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.34% | — | — | |
| 50 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.34% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +7.88% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | -5.45% | 減少 |
| 3 | INTC | Intel CORP | +0.4% | -6.52% | 減少 |
| 4 | AAPL | Apple INC | +0.3% | -9.81% | 減少 |
| 5 | AMZN | Amazon.com INC | +0.2% | -24.24% | 減少 |
| 6 | VNQ | Vanguard Real Estate ETF | +0.2% | — | 変化なし |
| 7 | MRK | Merck & Co. INC. | +0.2% | -10.98% | 減少 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | -4.82% | 減少 |
| 9 | CRM | Salesforce INC | +0.1% | -11.65% | 減少 |
| 10 | T | At&t INC | +0.1% | +1.23% | 増加 |
| 11 | ITW | Illinois Tool Works | +0.1% | -2.68% | 減少 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -17.37% | 減少 |
| 13 | TGT | Target CORP | 0% | — | 変化なし |
| 14 | CME | Cme Group INC | — | -18.62% | 減少 |
| 15 | JCTC | Jewett-cameron Trading LTD | 0% | — | 変化なし |
| 16 | BKNG | Booking Holdings INC | 0% | — | 変化なし |
| 17 | LVS | Las Vegas Sands CORP | -0.1% | — | 変化なし |
| 18 | MFC | Manulife Financial CORP | -0.1% | — | 変化なし |
| 19 | VZ | Verizon Communications INC | -0.1% | -31.36% | 減少 |
| 20 | AMP | Ameriprise Financial INC | -0.1% | — | 変化なし |
| 21 | NVS | Novartis Ag-sponsored Adr | -0.1% | -33.34% | 減少 |
| 22 | MCD | Mcdonald's CORP | -0.1% | -28.76% | 減少 |
| 23 | D | Dominion Energy INC | -0.1% | -34.09% | 減少 |
| 24 | CSCO | Cisco Systems INC | -0.1% | -23.24% | 減少 |
| 25 | BDX | Becton Dickinson And Co | -0.1% | -30.59% | 減少 |
| 26 | SU | Suncor Energy INC | -0.1% | — | 変化なし |
| 27 | PEP | Pepsico INC | -0.1% | -37.27% | 減少 |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | +0.59% | 増加 |
| 29 | PFE | Pfizer INC | -0.1% | -31.67% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | -36.35% | 減少 |
| 31 | ADBE | Adobe INC | -0.2% | -51.08% | 減少 |
| 32 | DHR | Danaher CORP | -0.2% | -51.02% | 減少 |
| 33 | BAC | Bank Of America CORP | -0.2% | -39.49% | 減少 |
| 34 | AMGN | Amgen INC | -0.2% | -92.40% | 減少 |
| 35 | BA | Boeing Co/the | -0.2% | — | 変化なし |
| 36 | ABT | Abbott Laboratories | -0.3% | -41.54% | 減少 |
| 37 | VOO | Vanguard S&p 500 ETF | -0.3% | -33.88% | 減少 |
| 38 | TXN | Texas Instruments INC | -0.3% | -60.41% | 減少 |
| 39 | SUB | Ishares Short-term National | -0.4% | -39.12% | 減少 |
| 40 | SYY | Sysco CORP | -0.4% | -47.62% | 減少 |
| 41 | REET | Ishares Global Reit ETF | -0.4% | -9.90% | 減少 |
| 42 | ADSK | Autodesk INC | -0.5% | -74.85% | 減少 |
| 43 | DON | Wisdomtree US Midcap Dividen | -1.2% | +1.14% | 増加 |
| 44 | ADP | Automatic Data Processing | — | EXIT | 全売却 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 全売却 |
| 46 | MS | Morgan Stanley | — | EXIT | 全売却 |
| 47 | IR | Ingersoll-rand PLC | — | EXIT | 全売却 |
| 48 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 49 | GD | General Dynamics CORP | — | EXIT | 全売却 |
| 50 | ROK | Rockwell Automation INC | — | EXIT | 全売却 |