CIK: 0001583751
申告総資産額
$18.8億
上位200銘柄を表示中（全1409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 | AAPL | Apple INC | 株式-IT | 7.02% | -0.25% | -0.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.90% | — | -1.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.72% | -0.06% | +25.03% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.05% | +0.04% | +1.71% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.00% | +0.12% | +2.51% | |
| 6 | MMM | 3m Co | 株式-資本財 | 2.36% | — | +0.45% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.25% | +0.07% | -1.32% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.06% | — | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.88% | — | +0.74% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.28% | +0.28% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.74% | — | -1.12% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | -0.04% | -2.46% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | -0.10% | +0.55% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.56% | +0.02% | +0.33% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.51% | — | +0.67% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.47% | — | -0.76% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.43% | +0.08% | +0.10% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | +1.97% | |
| 19 | ZION | Zions Bancorp NA | 株式-金融 | 1.13% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | — | +6.39% | |
| 21 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.99% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.93% | — | -1.58% | |
| 23 | BIIB | Biogen INC | 株式-ヘルスケア | 0.88% | — | -1.99% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | +3.07% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | -10.29% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -0.08% | +0.92% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | +3.14% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | — | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | — | +1.68% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.04% | +2.80% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | -0.06% | -0.10% | |
| 32 | ✓ | Calavo Growers INC | 株式-その他 | 0.78% | — | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -0.47% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +4.07% | |
| 35 | COR | Cencora INC | 株式-ヘルスケア | 0.65% | +0.02% | NEW | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | +1.10% | |
| 37 | WWD | Woodward INC | 株式-資本財 | 0.64% | +0.03% | — | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.15% | +0.44% | |
| 39 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.63% | — | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.04% | -2.23% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.60% | — | +4.16% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.57% | — | -6.03% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.55% | — | -1.27% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | — | — | |
| 46 | AXON | Axon Enterprise INC | 株式-資本財 | 0.52% | — | — | |
| 47 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.50% | — | +13.88% | |
| 48 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.50% | — | -2.15% | |
| 49 | P | Everpure Inc-a | 株式-IT | 0.49% | — | — | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.49% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +25.03% | 増加 |
| 2 | PFF | Ishares Preferred & Income S | +0.2% | +278.50% | 増加 |
| 3 | CAT | Caterpillar INC | +0.2% | +0.10% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.2% | — | 変化なし |
| 5 | IWO | Ishares Russell 2000 Growth | +0.1% | +825.73% | 増加 |
| 6 | SCHV | Schwab US Large-cap Value | +0.1% | +141.23% | 増加 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.1% | +106.54% | 増加 |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | +202.44% | 増加 |
| 9 | BF-B | Brown-forman Corp-class B | +0.1% | — | 変化なし |
| 10 | STL | Sterling Bancorp/de | +0.1% | +8213.58% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.28% | 増加 |
| 12 | BA | Boeing Co/the | +0.1% | +4.07% | 増加 |
| 13 | WMT | Walmart INC | +0.1% | +8.47% | 増加 |
| 14 | HD | Home Depot INC | 0% | — | 変化なし |
| 15 | SM | Sm Energy Co | 0% | — | 変化なし |
| 16 | MMM | 3m Co | 0% | +0.45% | 増加 |
| 17 | ✓ | Calavo Growers INC | 0% | — | 変化なし |
| 18 | AXON | Axon Enterprise INC | 0% | — | 変化なし |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.39% | 増加 |
| 20 | DD | DuPont de Nemours, Inc. | 0% | +13.88% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.55% | 増加 |
| 22 | ABBV | Abbvie INC | 0% | +3.14% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | — | +2.80% | 増加 |
| 24 | COR | Cencora INC | — | +1.34% | 増加 |
| 25 | PEP | Pepsico INC | 0% | +3.07% | 増加 |
| 26 | MCD | Mcdonald's CORP | 0% | +0.74% | 増加 |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +0.92% | 増加 |
| 28 | HON | Honeywell International INC | 0% | +0.33% | 増加 |
| 29 | ZION | Zions Bancorp NA | 0% | — | 変化なし |
| 30 | JNJ | Johnson & Johnson | -0.1% | +1.71% | 増加 |
| 31 | IBM | Intl Business Machines CORP | -0.1% | +0.67% | 増加 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.46% | 減少 |
| 33 | CELG | Celgene CORP | -0.1% | -32.28% | 減少 |
| 34 | CVX | Chevron CORP | -0.1% | -1.32% | 減少 |
| 35 | AAPL | Apple INC | -0.2% | -0.90% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.2% | +2.51% | 増加 |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.3% | -1.81% | 減少 |
| 38 | BMY | Bristol-myers Squibb Co | -0.3% | -10.29% | 減少 |
| 39 | ✓ | Senestech INC | -0.3% | -37.27% | 減少 |
| 40 | AEP | American Electric Power Company, Inc. | -0.4% | -6.03% | 減少 |
| 41 | P | Everpure Inc-a | — | NEW | 新規購入 |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | 新規購入 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | 新規購入 |
| 44 | SCHF | Schwab Intl Equity ETF | — | NEW | 新規購入 |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新規購入 |
| 46 | SCHP | Schwab U.s. Tips ETF | — | NEW | 新規購入 |
| 47 | PDT | John Hancock Prem Dvd Fnd | — | NEW | 新規購入 |
| 48 | BCRUSD | Cr Bard INC | — | EXIT | 全売却 |
| 49 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新規購入 |
| 50 | VTIP | Vanguard Short-term Tips | — | NEW | 新規購入 |