CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全2636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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 10.79% | — | +2.14% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.67% | -1.13% | -3.89% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.87% | — | +4.79% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.31% | +2.39% | +5.41% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 6.53% | — | +6.17% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.79% | +3.56% | +12.61% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.56% | +0.45% | +45.71% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.42% | -0.08% | -2.56% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.36% | +0.15% | +3.76% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.07% | -0.12% | +323.23% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.08% | +11.98% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | — | +5.24% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.37% | +5.25% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | -0.04% | -20.93% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | +5.67% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | +0.54% | |
| 17 | ROL | Rollins INC | 株式-一般消費財 | 0.70% | -0.04% | -14.32% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.64% | -0.07% | +5.36% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -21.78% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | +2.38% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +1.70% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -11.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.06% | +4.52% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.07% | +15.13% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.06% | +13.81% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.39% | -0.04% | -20.18% | |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.37% | — | -11.39% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | +0.04% | +15.45% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.12% | +18.96% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | +0.04% | +55.73% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +4.37% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | +31.87% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | -5.49% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.22% | -0.10% | +3.88% | |
| 35 | ✓ | Abbott Labs | 株式-その他 | 0.22% | — | — | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | +7.59% | |
| 37 | LKQ | Lkq CORP | 株式-一般消費財 | 0.21% | — | +0.04% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | — | +0.07% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.21% | — | +10.32% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -47.01% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.18% | — | +8.82% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.18% | — | +17.37% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.18% | — | +0.88% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.18% | — | +2.66% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | — | -7.23% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | +5.25% | |
| 47 | ✓ | Abbvie INC | 株式-その他 | 0.17% | — | — | |
| 48 | T | At&t INC | 株式-通信サービス | 0.16% | — | -1.69% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.16% | — | -3.53% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +30.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.8% | +45.71% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | +323.23% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +0.3% | +12.61% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.2% | +11.98% | 増加 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +4.79% | 増加 |
| 6 | WMT | Walmart INC | +0.1% | +55.73% | 増加 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +15.13% | 増加 |
| 8 | FIVE | Five Below | +0.1% | +7653.54% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +10.32% | 増加 |
| 10 | TSLA | Tesla INC | +0.1% | +405.60% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +15.45% | 増加 |
| 12 | NVDA | Nvidia CORP | +0.1% | +3.88% | 増加 |
| 13 | UNH | Unitedhealth Group INC | +0.1% | +31.87% | 増加 |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +88.10% | 増加 |
| 15 | ZM | Zoom Communications INC | +0.1% | +61.11% | 増加 |
| 16 | SYU1 | Synovus Financial CORP | +0.1% | +2603.40% | 増加 |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +18.96% | 増加 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.66% | 増加 |
| 19 | GIS | General Mills INC | 0% | +97.56% | 増加 |
| 20 | ADM | Archer-daniels-midland Co | 0% | +99.03% | 増加 |
| 21 | VUG | Vanguard Growth ETF | 0% | +5.36% | 増加 |
| 22 | JNJ | Johnson & Johnson | 0% | +13.81% | 増加 |
| 23 | PYPL | Paypal Holdings INC | 0% | +28.97% | 増加 |
| 24 | NEE | Nextera Energy INC | 0% | +24.72% | 増加 |
| 25 | MRK | Merck & Co. INC. | 0% | +30.90% | 増加 |
| 26 | PFE | Pfizer INC | 0% | +17.37% | 増加 |
| 27 | UPS | United Parcel Service-cl B | 0% | -21.78% | 減少 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.76% | 増加 |
| 29 | HD | Home Depot INC | — | +1.70% | 増加 |
| 30 | VTV | Vanguard Value ETF | 0% | +5.67% | 増加 |
| 31 | KO | Coca-cola Co/the | 0% | +0.54% | 増加 |
| 32 | ROL | Rollins INC | 0% | -14.32% | 減少 |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +2.38% | 増加 |
| 34 | MSFT | Microsoft CORP | 0% | +5.25% | 増加 |
| 35 | COUPEUR | Coupa Software INC | 0% | -85.71% | 減少 |
| 36 | CSCO | Cisco Systems INC | -0.1% | -7.23% | 減少 |
| 37 | VXUS | Vanguard Total Intl Stock | -0.1% | +5.41% | 増加 |
| 38 | BND | Vanguard Total Bond Market | -0.1% | +5.24% | 増加 |
| 39 | VT | Vanguard Tot World Stk ETF | -0.1% | -20.18% | 減少 |
| 40 | OEF | Ishares S&p 100 ETF | -0.2% | -2.56% | 減少 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -20.93% | 減少 |
| 42 | VLUE | Ishares Msci USA Value Facto | -0.3% | +6.17% | 増加 |
| 43 | IWF | Ishares Russell 1000 Growth | -0.4% | -3.89% | 減少 |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.5% | +2.14% | 増加 |
| 45 | ✓ | Abbott Labs | — | NEW | 新規購入 |
| 46 | ✓ | Abbvie INC | — | NEW | 新規購入 |
| 47 | ABT | Abbott Laboratories | — | EXIT | 全売却 |
| 48 | ABBV | Abbvie INC | — | EXIT | 全売却 |
| 49 | ✓ | Accenture PLC Ireland | — | NEW | 新規購入 |
| 50 | ACN | Accenture plc | — | EXIT | 全売却 |