CIK: 0001733082
申告総資産額
$11.4億
上位200銘柄を表示中（全214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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 6.13% | +2.14% | -21.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.13% | -0.41% | +11.38% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 4.80% | +1.24% | +0.23% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.14% | -1.05% | -0.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.72% | -0.48% | +1.88% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.83% | +0.29% | +1.20% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.70% | -0.24% | +4.93% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.60% | -0.23% | +1.09% | |
| 9 | ADP | Automatic Data Processing | 株式-IT | 1.58% | -0.24% | +0.10% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.58% | -0.10% | +9.68% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | -0.06% | +1.18% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 1.55% | — | -0.01% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.45% | -0.05% | +1.31% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.44% | — | -0.77% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | -0.23% | +3.10% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.39% | — | +1.02% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | -0.18% | +0.59% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | +4.43% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | — | +1.95% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | — | +1.98% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.20% | +5.66% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.16% | -0.13% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +28.78% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.07% | — | +2.68% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.04% | — | -1.85% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.04% | — | +0.38% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.00% | +0.03% | +7.73% | |
| 28 | DE | Deere & Co | 株式-資本財 | 1.00% | +0.13% | -0.06% | |
| 29 | ARVN | Arvinas INC | 株式-その他 | 0.99% | — | -19.40% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.93% | -0.10% | -0.15% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.90% | -0.09% | +0.01% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.85% | +0.05% | +0.62% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +9.14% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | -14.92% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -5.09% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +3.30% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +6.21% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | -0.07% | -3.39% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +8.02% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | +0.11% | +4.11% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.60% | -0.11% | +19.86% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.59% | -0.13% | +15.49% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +11.85% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -4.18% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.32% | +10.93% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | +1.34% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | -0.07% | +0.03% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | +4.50% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | +2.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +0.23% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +1.09% | 増加 |
| 3 | DE | Deere & Co | +0.2% | -0.06% | 減少 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +3.10% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.66% | 増加 |
| 6 | PG | Procter & Gamble Co/the | +0.2% | +28.78% | 増加 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.68% | 増加 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.02% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | +1.18% | 増加 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +11.85% | 増加 |
| 11 | INTC | Intel CORP | +0.1% | +2.75% | 増加 |
| 12 | NEE | Nextera Energy INC | +0.1% | +33.82% | 増加 |
| 13 | WAL | Western Alliance Bancorp | +0.1% | — | 変化なし |
| 14 | RTX | Rtx CORP | +0.1% | +7.73% | 増加 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +10.93% | 増加 |
| 16 | TFC | Truist Financial CORP | +0.1% | +6.29% | 増加 |
| 17 | TGT | Target CORP | +0.1% | -0.01% | 減少 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +3.78% | 増加 |
| 19 | VO | Vanguard Mid-cap ETF | 0% | +4.43% | 増加 |
| 20 | VB | Vanguard Small-cap ETF | 0% | +1.98% | 増加 |
| 21 | MA | Mastercard INC - A | 0% | +15.49% | 増加 |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 23 | ADBE | Adobe INC | 0% | +19.86% | 増加 |
| 24 | MMM | 3m Co | 0% | +3.59% | 増加 |
| 25 | NSC | Norfolk Southern CORP | 0% | +4.88% | 増加 |
| 26 | META | Meta Platforms Inc-class A | 0% | +1.95% | 増加 |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | -1.85% | 減少 |
| 28 | ABT | Abbott Laboratories | 0% | -0.15% | 減少 |
| 29 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.38% | 増加 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +1.88% | 増加 |
| 31 | ADP | Automatic Data Processing | 0% | +0.10% | 増加 |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.02% | 増加 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -21.15% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +1.20% | 増加 |
| 35 | MSFT | Microsoft CORP | -0.1% | -0.05% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.1% | -26.78% | 減少 |
| 37 | PYPL | Paypal Holdings INC | -0.1% | -23.43% | 減少 |
| 38 | APD | Air Products & Chemicals INC | -0.1% | -41.67% | 減少 |
| 39 | PEP | Pepsico INC | -0.1% | -5.09% | 減少 |
| 40 | MUB | Ishares National Muni Bond E | -0.2% | -33.33% | 減少 |
| 41 | CFA | Victoryshares US 500 Volatil | -0.2% | -53.13% | 減少 |
| 42 | MRK | Merck & Co. INC. | -0.3% | -14.92% | 減少 |
| 43 | AAPL | Apple INC | -0.3% | +11.38% | 増加 |
| 44 | ARVN | Arvinas INC | -0.7% | -19.40% | 減少 |
| 45 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 46 | TELA | Tela Bio INC | — | EXIT | 全売却 |
| 47 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 48 | FBIN | Fortune Brands Innovations I | — | NEW | 新規購入 |
| 49 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 50 | TROW | T Rowe Price Group INC | — | NEW | 新規購入 |