CIK: 0001583751
申告総資産額
$18.8億
上位200銘柄を表示中（全1581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 | 7.74% | -0.25% | -11.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.86% | -0.06% | +1.79% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.79% | — | -0.86% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.27% | -0.06% | -7.25% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.87% | +0.04% | +0.19% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.84% | +0.12% | -0.39% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.28% | +1.19% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.04% | +0.07% | -0.48% | |
| 9 | MMM | 3m Co | 株式-資本財 | 1.87% | — | -7.75% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.84% | — | +6.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.68% | -0.04% | -0.27% | |
| 12 | AXON | Axon Enterprise INC | 株式-資本財 | 1.66% | — | +0.05% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.62% | +0.02% | -0.35% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.10% | -1.48% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.52% | — | -4.60% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.34% | — | -4.00% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.28% | — | -1.32% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.23% | — | -3.80% | |
| 19 | ZION | Zions Bancorp NA | 株式-金融 | 1.06% | — | -0.49% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.06% | +0.08% | -3.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | -0.08% | +11.88% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | -1.17% | |
| 23 | BIIB | Biogen INC | 株式-ヘルスケア | 0.92% | — | -1.50% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | +5.92% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.89% | — | — | |
| 26 | T | At&t INC | 株式-通信サービス | 0.88% | — | -5.18% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | — | +1.74% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -1.35% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.04% | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | +10.68% | |
| 31 | ✓ | Calavo Growers INC | 株式-その他 | 0.85% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | +2.74% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.83% | — | -0.30% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | -0.18% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.75% | -0.06% | -1.89% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.04% | +0.07% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -19.25% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.68% | — | -0.13% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | -2.10% | |
| 40 | WWD | Woodward INC | 株式-資本財 | 0.64% | +0.03% | — | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -0.83% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | -0.15% | -4.83% | |
| 43 | COR | Cencora INC | 株式-ヘルスケア | 0.60% | +0.02% | NEW | |
| 44 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.58% | — | -0.01% | |
| 45 | SM | Sm Energy Co | 株式-エネルギー | 0.55% | — | — | |
| 46 | P | Everpure Inc-a | 株式-IT | 0.55% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.54% | — | -1.11% | |
| 48 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.53% | — | — | |
| 49 | INTU | Intuit INC | 株式-IT | 0.53% | — | -0.87% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | -2.42% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.2% | +1.19% | 増加 |
| 2 | JNJ | Johnson & Johnson | +0.2% | +0.19% | 増加 |
| 3 | PFE | Pfizer INC | +0.2% | -1.32% | 減少 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.1% | +111.81% | 増加 |
| 5 | MCD | Mcdonald's CORP | +0.1% | +6.61% | 増加 |
| 6 | HON | Honeywell International INC | +0.1% | -0.35% | 減少 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.27% | 減少 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.88% | 増加 |
| 9 | BIIB | Biogen INC | +0.1% | -1.50% | 減少 |
| 10 | AAPL | Apple INC | +0.1% | -11.76% | 減少 |
| 11 | AMZN | Amazon.com INC | +0.1% | -7.25% | 減少 |
| 12 | UNP | Union Pacific CORP | +0.1% | +1.74% | 増加 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.79% | 増加 |
| 14 | CVS | Cvs Health CORP | +0.1% | -2.10% | 減少 |
| 15 | SM | Sm Energy Co | +0.1% | — | 変化なし |
| 16 | LLY | Eli Lilly & Co | +0.1% | -4.83% | 減少 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +27.56% | 増加 |
| 18 | ABT | Abbott Laboratories | +0.1% | -0.83% | 減少 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +41.45% | 増加 |
| 20 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +66.67% | 増加 |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +241.33% | 増加 |
| 22 | HD | Home Depot INC | +0.1% | +5.92% | 増加 |
| 23 | ABBV | Abbvie INC | +0.1% | +10.68% | 増加 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +0.07% | 増加 |
| 25 | WBA | Walgreens Boots Alliance INC | +0.1% | +0.86% | 増加 |
| 26 | AVGO | Broadcom INC | +0.1% | +22.54% | 増加 |
| 27 | BMY | Bristol-myers Squibb Co | 0% | -0.18% | 減少 |
| 28 | BA | Boeing Co/the | 0% | -0.30% | 減少 |
| 29 | DIS | Walt Disney Co/the | 0% | +4.90% | 増加 |
| 30 | AXON | Axon Enterprise INC | 0% | +0.05% | 増加 |
| 31 | AMGN | Amgen INC | 0% | -1.35% | 減少 |
| 32 | MRK | Merck & Co. INC. | 0% | -2.42% | 減少 |
| 33 | CAT | Caterpillar INC | 0% | -3.95% | 減少 |
| 34 | KMB | Kimberly-clark CORP | 0% | — | 変化なし |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -1.48% | 減少 |
| 36 | IVV | Ishares Core S&p 500 ETF | — | -0.86% | 減少 |
| 37 | ✓ | Andeavor Logistics LP | -0.1% | -98.76% | 減少 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.39% | 減少 |
| 39 | MO | Altria Group INC | -0.1% | -25.45% | 減少 |
| 40 | AEP | American Electric Power Company, Inc. | -0.2% | -17.50% | 減少 |
| 41 | VZ | Verizon Communications INC | -0.2% | -19.25% | 減少 |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | -0.2% | -97.61% | 減少 |
| 43 | CVX | Chevron CORP | -0.2% | -0.48% | 減少 |
| 44 | BKNG | Booking Holdings INC | -0.3% | -80.65% | 減少 |
| 45 | MINT | Pimco Enhanced Short Maturit | — | EXIT | 全売却 |
| 46 | AEYE | Audioeye INC | — | NEW | 新規購入 |
| 47 | AVNS | Avanos Medical INC | — | NEW | 新規購入 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新規購入 |
| 49 | SSP | Ew Scripps Co/the-a | — | NEW | 新規購入 |
| 50 | WB | Weibo Corp-spon Adr | — | NEW | 新規購入 |