CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全211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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.98% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.14% | — | +3.10% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.89% | +0.02% | +15.34% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.53% | — | +0.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.43% | +0.24% | +2.54% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.31% | — | -2.55% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.06% | — | +12.41% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.02% | -0.57% | -15.60% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 1.77% | — | +4.16% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | +9.34% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.53% | +0.04% | +10.14% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.52% | — | -0.71% | |
| 13 | MTSI | Macom Technology Solutions H | 株式-IT | 1.40% | +0.08% | -17.59% | |
| 14 | ✓ | Whole Foods Mkt INC | 株式-その他 | 1.35% | — | -7.97% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.32% | — | +6.88% | |
| 16 | CTRA | Coterra Energy INC | 株式-エネルギー | 1.25% | -0.25% | EXIT | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.01% | +16.00% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.19% | -0.22% | +9.87% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | +7.19% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | +11.40% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.15% | +0.07% | +4.22% | |
| 22 | 9990302D | Apache CORP | 株式-その他 | 1.12% | — | +0.15% | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.08% | — | +3.80% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.06% | — | +19.01% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.02% | — | +4.77% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | -0.36% | +18.82% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.96% | — | +1.66% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | +5.54% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | +0.03% | +18.45% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.92% | — | +3.47% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | +5.52% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | — | |
| 33 | AVGO | Broadcom Inc. | 株式-IT | 0.90% | — | +6.13% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | +6.13% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.85% | — | +5.24% | |
| 36 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.85% | — | +2.41% | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.85% | — | +5.43% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.84% | — | +2.48% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | — | +1.53% | |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.84% | — | +9.46% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.83% | — | +12.89% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | — | +26.03% | |
| 43 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.81% | — | +9.24% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.80% | — | +6.52% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +12.37% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | +0.01% | +13.09% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | +0.04% | +7.38% | |
| 48 | STT | State Street CORP | 株式-金融 | 0.79% | — | +6.38% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.78% | — | +7.30% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.78% | — | +171.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +0.5% | +171.74% | 増加 |
| 2 | PSA | Public Storage | +0.1% | +118.13% | 増加 |
| 3 | ✓ | Whole Foods Mkt INC | +0.1% | -7.97% | 減少 |
| 4 | PYPL | Paypal Holdings INC | +0.1% | +130.07% | 増加 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.1% | +192.60% | 増加 |
| 6 | APO | Apollo Global Management, Inc. | +0.1% | +79.29% | 増加 |
| 7 | MCD | Mcdonald's CORP | +0.1% | +9.87% | 増加 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | +41.86% | 増加 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | +63.13% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | +78.74% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +19.01% | 増加 |
| 12 | VTV | Vanguard Value ETF | +0.1% | +26.03% | 増加 |
| 13 | VUG | Vanguard Growth ETF | 0% | +18.45% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | 0% | +16.00% | 増加 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.82% | 増加 |
| 16 | NWL | Newell Brands INC | 0% | +6.58% | 増加 |
| 17 | XLK | Ss Technology Select Sector | 0% | +20.07% | 増加 |
| 18 | UNH | Unitedhealth Group INC | 0% | +5.54% | 増加 |
| 19 | STT | State Street CORP | 0% | +6.38% | 増加 |
| 20 | ORCL | Oracle CORP | — | +5.52% | 増加 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.34% | 増加 |
| 22 | MMM | 3m Co | 0% | +6.88% | 増加 |
| 23 | UNP | Union Pacific CORP | 0% | +13.09% | 増加 |
| 24 | ALL | Allstate CORP | 0% | +6.90% | 増加 |
| 25 | AMGN | Amgen INC | 0% | +9.63% | 増加 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.32% | 増加 |
| 27 | JNJ | Johnson & Johnson | 0% | +9.34% | 増加 |
| 28 | USB | US Bancorp | 0% | +12.89% | 増加 |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +9.46% | 増加 |
| 30 | AVGO | Broadcom Inc. | 0% | +6.13% | 増加 |
| 31 | HD | Home Depot INC | -0.1% | +7.19% | 増加 |
| 32 | MRSH | Marsh & Mclennan Cos | -0.1% | +3.80% | 増加 |
| 33 | PFE | Pfizer INC | -0.1% | +11.40% | 増加 |
| 34 | AAPL | Apple INC | -0.1% | +10.14% | 増加 |
| 35 | MO | Altria Group INC | -0.2% | +4.16% | 増加 |
| 36 | PAA | Plains All Amer Pipeline LP | -0.2% | -5.65% | 減少 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +2.54% | 増加 |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | -0.3% | +0.31% | 増加 |
| 39 | IWD | Ishares Russell 1000 Value E | -0.6% | +3.10% | 増加 |
| 40 | GIS | General Mills INC | -0.6% | -83.52% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.9% | -15.60% | 減少 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |
| 44 | LVS | Las Vegas Sands CORP | — | NEW | 新規購入 |
| 45 | WRI | Weingarten Realty Investors | — | EXIT | 全売却 |
| 46 | EFA | Ishares Msci Eafe ETF | — | NEW | 新規購入 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 48 | WFC | Wells Fargo & Co | — | NEW | 新規購入 |
| 49 | AB | Alliancebernstein Holding LP | — | EXIT | 全売却 |
| 50 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |