CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全259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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.96% | — | +0.14% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.83% | — | +25.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.91% | — | +3.25% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.20% | — | +241.40% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.92% | — | -0.05% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.45% | — | +4.13% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.33% | — | +0.54% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.30% | — | +5.17% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.25% | — | -9.10% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.05% | — | +9.53% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.83% | — | +5.40% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.78% | — | +6.40% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 1.67% | — | -18.40% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.47% | — | +0.96% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | -15.79% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.29% | — | -1.67% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | — | -12.01% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.20% | — | +53.95% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.20% | — | +2.70% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.18% | — | +4.75% | |
| 21 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.17% | — | — | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.16% | — | +7.84% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.16% | — | +3.72% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.11% | — | +8.43% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | +30.95% | |
| 26 | CMI | Cummins INC | 株式-資本財 | 1.04% | — | +4.57% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 1.02% | — | +2.23% | |
| 28 | ADBE | Adobe INC | 株式-IT | 1.02% | — | -13.83% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.01% | — | +13.95% | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 1.00% | — | +7.94% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.00% | — | +2.99% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.99% | — | +6.52% | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.94% | — | — | |
| 34 | CLX | Clorox Company | 株式-生活必需品 | 0.91% | — | +57778.13% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.90% | — | +0.05% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.89% | — | +0.80% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | — | +1.35% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | +7.64% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | +7.16% | |
| 40 | CCI | Crown Castle INC | 株式-不動産 | 0.86% | — | -12.98% | |
| 41 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.85% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | -17.17% | |
| 43 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.83% | — | +38882.02% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.79% | — | — | |
| 45 | ACN | Accenture plc | 株式-IT | 0.77% | — | +4.22% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | — | +6.73% | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.74% | — | +1.72% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.63% | — | +41.69% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +13.12% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.60% | — | -0.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1.6% | +25.37% | 増加 |
| 2 | CLX | Clorox Company | +0.9% | +57778.13% | 増加 |
| 3 | CHRW | C.h. Robinson Worldwide INC | +0.8% | +38882.02% | 増加 |
| 4 | XLB | Ss Materials Select Sector | +0.5% | +15176.06% | 増加 |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.4% | +265.50% | 増加 |
| 6 | BLKCHF | Blackrock INC | +0.4% | +53.95% | 増加 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +242.05% | 増加 |
| 8 | PEP | Pepsico INC | +0.2% | +30.95% | 増加 |
| 9 | TXN | Texas Instruments INC | +0.2% | +41.69% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.25% | 増加 |
| 11 | CMI | Cummins INC | +0.2% | +4.57% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +39.46% | 増加 |
| 13 | MA | Mastercard INC - A | +0.1% | +7.84% | 増加 |
| 14 | HD | Home Depot INC | +0.1% | +5.40% | 増加 |
| 15 | XLC | Ss Comm Select Sector Spdr | +0.1% | +6.40% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.12% | 増加 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +13.95% | 増加 |
| 18 | AMGN | Amgen INC | +0.1% | +8.43% | 増加 |
| 19 | NEE | Nextera Energy INC | +0.1% | +2.23% | 増加 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.14% | 増加 |
| 21 | ESGE | Ishares INC Ishares Esg Awar | +0.1% | +0.96% | 増加 |
| 22 | GOVT | Ishares US Treasury Bond ETF | 0% | +9.53% | 増加 |
| 23 | AAPL | Apple INC | 0% | +241.40% | 増加 |
| 24 | ESGU | Ishares Esg Aware Msci USA | 0% | -0.05% | 減少 |
| 25 | EFG | Ishares Msci Eafe Growth ETF | 0% | +0.54% | 増加 |
| 26 | MSFT | Microsoft CORP | 0% | +4.13% | 増加 |
| 27 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -45.84% | 減少 |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | -0.2% | -62.51% | 減少 |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -61.16% | 減少 |
| 30 | BX | Blackstone INC | -0.2% | -22.41% | 減少 |
| 31 | MDY | State Street Spdr S&p Midcap | -0.3% | -39.73% | 減少 |
| 32 | CG | Carlyle Group Inc/the | -0.3% | -25.36% | 減少 |
| 33 | MSCI | Msci INC | -0.3% | -37.73% | 減少 |
| 34 | FUTY | Fidelity Msci US Utilities | -0.4% | -99.63% | 減少 |
| 35 | ELV | Elevance Health INC | -0.4% | -81.79% | 減少 |
| 36 | NVDA | Nvidia CORP | -0.4% | -54.46% | 減少 |
| 37 | CVX | Chevron CORP | -0.4% | -99.95% | 減少 |
| 38 | XLV | Ss Health Care Select Sector | -0.8% | -93.85% | 減少 |
| 39 | ALL | Allstate CORP | -0.8% | -99.77% | 減少 |
| 40 | INTC | Intel CORP | -0.8% | -99.76% | 減少 |
| 41 | JPM | Jpmorgan Chase & Co | -1% | -99.96% | 減少 |
| 42 | ABBV | Abbvie INC | -1.2% | -87.37% | 減少 |
| 43 | BBY | Best Buy Co INC | — | NEW | 新規購入 |
| 44 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 45 | WHR | Whirlpool CORP | — | NEW | 新規購入 |
| 46 | LDOS | Leidos Holdings INC | — | EXIT | 全売却 |
| 47 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 48 | DECK | Deckers Outdoor CORP | — | NEW | 新規購入 |
| 49 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |
| 50 | CDNS | Cadence Design Sys INC | — | NEW | 新規購入 |