CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中（全620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 | MRNA | Moderna INC | 株式-ヘルスケア | 21.39% | — | -12.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.10% | — | -5.36% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.68% | — | +283.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.98% | — | +5.70% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.54% | — | +0.36% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.00% | — | -2.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | — | +23.86% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | — | -1.91% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | — | -1.36% | |
| 10 | NEE | Nextera Energy INC | 株式-公益事業 | 1.33% | — | -8.86% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.31% | — | -3.47% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.31% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | — | -0.04% | |
| 14 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.23% | — | -7.14% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | -1.42% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | -1.07% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.98% | — | +1.56% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | -1.48% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.92% | — | -0.43% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | -0.47% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | -11.84% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | — | -6.98% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +5.82% | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.77% | — | -0.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +4.51% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +0.79% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | +1.01% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | -5.31% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +0.53% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 0.69% | — | -16.44% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | -15.11% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | +0.36% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +1.37% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -4.74% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | +1.40% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.60% | — | -4.87% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.59% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.56% | — | +4.32% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | -0.12% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | +5.21% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +4.25% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.48% | — | -0.50% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +26.84% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | -3.32% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | +2.86% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.45% | — | -8.83% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.44% | — | +16.79% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — |
| # | 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 | +0.6% | +283.44% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +23.86% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.3% | — | 変化なし |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +5.70% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | +0.36% | 増加 |
| 6 | TSLA | Tesla INC | +0.2% | +494.87% | 増加 |
| 7 | OMC | Omnicom Group | +0.2% | +11072.19% | 増加 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | -2.01% | 減少 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.51% | 増加 |
| 10 | VZ | Verizon Communications INC | +0.1% | +26.84% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.1% | -1.42% | 減少 |
| 12 | TGT | Target CORP | +0.1% | +6.69% | 増加 |
| 13 | CNI | Canadian Natl Railway Co | +0.1% | -7.14% | 減少 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +0.79% | 増加 |
| 15 | IDXX | Idexx Laboratories INC | +0.1% | — | 変化なし |
| 16 | NKTREUR | Nektar Therapeutics | +0.1% | +115700.00% | 増加 |
| 17 | LHX | L3harris Technologies INC | +0.1% | +67.98% | 増加 |
| 18 | CMCSA | Comcast Corp-class A | +0.1% | +2.86% | 増加 |
| 19 | DE | Deere & Co | +0.1% | — | 変化なし |
| 20 | HD | Home Depot INC | +0.1% | -1.36% | 減少 |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 22 | MA | Mastercard INC - A | +0.1% | +5.94% | 増加 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +17.70% | 増加 |
| 24 | ABT | Abbott Laboratories | 0% | -6.98% | 減少 |
| 25 | DIS | Walt Disney Co/the | 0% | +4.25% | 増加 |
| 26 | ORCL | Oracle CORP | 0% | +4.32% | 増加 |
| 27 | LOW | Lowe's Cos INC | 0% | -4.49% | 減少 |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | 変化なし |
| 29 | PFE | Pfizer INC | 0% | -3.47% | 減少 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +1.37% | 増加 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +5.82% | 増加 |
| 32 | NEE | Nextera Energy INC | — | -8.86% | 減少 |
| 33 | JNJ | Johnson & Johnson | 0% | -1.91% | 減少 |
| 34 | KLAC | Kla CORP | -0.1% | -34.37% | 減少 |
| 35 | ADP | Automatic Data Processing | -0.1% | -0.47% | 減少 |
| 36 | IPG | Interpublic Group Of Cos INC | -0.1% | -93.87% | 減少 |
| 37 | CVX | Chevron CORP | -0.2% | -8.47% | 減少 |
| 38 | ABBV | Abbvie INC | -0.2% | -5.31% | 減少 |
| 39 | CSCO | Cisco Systems INC | -0.2% | -4.74% | 減少 |
| 40 | INTC | Intel CORP | -0.2% | -0.43% | 減少 |
| 41 | RTX | Rtx CORP | -0.2% | -11.84% | 減少 |
| 42 | XLC | Ss Comm Select Sector Spdr | -0.3% | -86.51% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.4% | -5.36% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -15.11% | 減少 |
| 45 | MRNA | Moderna INC | -2.1% | -12.96% | 減少 |
| 46 | DGRO | Ishares Core Dividend Growth | — | NEW | 新規購入 |
| 47 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 48 | SLV | Ishares Silver Trust | — | NEW | 新規購入 |
| 49 | DREUSD | Duke Realty CORP | — | NEW | 新規購入 |
| 50 | TXG | 10x Genomics Inc-class A | — | NEW | 新規購入 |