CIK: 0001577773
申告総資産額
$4.0億
上位200銘柄を表示中（全370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 | MSFT | Microsoft CORP | 株式-IT | 6.30% | -0.03% | +3.27% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.16% | +0.34% | +158.46% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.19% | -0.11% | +16.32% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.00% | +0.04% | +3.22% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 2.10% | — | +69.76% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.02% | -0.37% | -5.13% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.02% | -0.85% | +0.41% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.84% | — | +58.11% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | — | +42.89% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.73% | +0.05% | +9193.92% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.68% | -0.74% | +42.76% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | -0.06% | +41.27% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.64% | — | +2.28% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | — | +2.32% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +67.17% | |
| 16 | CCI | Crown Castle INC | 株式-不動産 | 1.45% | -0.26% | -25.94% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | -0.21% | +2.01% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | -1.02% | -16.64% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.37% | — | +1.80% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.33% | -1.41% | +121.87% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.30% | +1.07% | +57.37% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.29% | — | +2.05% | |
| 23 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.25% | — | -4.01% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.23% | — | +2.35% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | — | -4.32% | |
| 26 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.04% | +0.89% | +2.33% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.01% | — | +8.61% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | -0.17% | +1.61% | |
| 29 | DG | Dollar General CORP | 株式-生活必需品 | 1.00% | — | +2.59% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.99% | — | +2.45% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | — | +2.31% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.98% | — | +1.80% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.98% | +0.68% | +3.04% | |
| 34 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.96% | -0.97% | +2.50% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | +3.43% | |
| 36 | RTN1USD | Raytheon Company | 株式-その他 | 0.96% | -0.24% | +2.41% | |
| 37 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.96% | — | +2.63% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.94% | — | +0.91% | |
| 39 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.93% | -0.58% | +2.90% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.92% | -0.22% | +28.67% | |
| 41 | HSY | Hershey Co/the | 株式-生活必需品 | 0.91% | — | +2.50% | |
| 42 | EVRG | Evergy INC | 株式-公益事業 | 0.91% | -0.96% | +3.27% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.88% | — | +1.78% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.88% | +0.02% | +86.46% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.83% | — | +2.01% | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.83% | — | +3.57% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | -0.74% | +3.64% | |
| 48 | TU | Telus CORP | 株式-その他 | 0.76% | -0.34% | +3.61% | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.74% | — | +52.40% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -2.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +2.6% | +158.46% | 増加 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.7% | +9193.92% | 増加 |
| 3 | VZ | Verizon Communications INC | +0.7% | +69.76% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.7% | +3.27% | 増加 |
| 5 | SPLV | Invesco S&p 500 Low Volatili | +0.6% | +58.11% | 増加 |
| 6 | KO | Coca-cola Co/the | +0.6% | +121.87% | 増加 |
| 7 | HD | Home Depot INC | +0.5% | +67.17% | 増加 |
| 8 | COST | Costco Wholesale CORP | +0.5% | +41.27% | 増加 |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | +42.89% | 増加 |
| 10 | ORCL | Oracle CORP | +0.5% | +57.37% | 増加 |
| 11 | FDX | Fedex CORP | +0.4% | +86.46% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +16.32% | 増加 |
| 13 | MAR | Marriott International -cl A | +0.3% | +22740.00% | 増加 |
| 14 | UNH | Unitedhealth Group INC | +0.3% | +42.76% | 増加 |
| 15 | RDFN | Redfin CORP | +0.3% | +144.15% | 増加 |
| 16 | SHW | Sherwin-williams Co/the | +0.2% | +52.40% | 増加 |
| 17 | MO | Altria Group INC | +0.2% | +28.67% | 増加 |
| 18 | PM | Philip Morris International | +0.2% | +174.19% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +1.80% | 増加 |
| 20 | GIS | General Mills INC | +0.1% | +3.57% | 増加 |
| 21 | IFF | Intl Flavors & Fragrances | +0.1% | +44.01% | 増加 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +2.05% | 増加 |
| 23 | SPGI | S&p Global INC | +0.1% | +3.04% | 増加 |
| 24 | CHTR | Charter Communications Inc-a | +0.1% | +2.33% | 増加 |
| 25 | CNI | Canadian Natl Railway Co | +0.1% | +2.63% | 増加 |
| 26 | HON | Honeywell International INC | +0.1% | +2.45% | 増加 |
| 27 | V | Visa Inc-class A Shares | 0% | +3.43% | 増加 |
| 28 | GLPI | Gaming And Leisure Propertie | 0% | +2.90% | 増加 |
| 29 | RTN1USD | Raytheon Company | 0% | +2.41% | 増加 |
| 30 | LMT | Lockheed Martin CORP | — | +2.35% | 増加 |
| 31 | CVX | Chevron CORP | 0% | +2.01% | 増加 |
| 32 | PFF | Ishares Preferred & Income S | -0.2% | +3.22% | 増加 |
| 33 | FTEC | Fidelity Msci Info Tech Indx | -0.2% | -99.84% | 減少 |
| 34 | CCL1EUR | Carnival CORP LTD | -0.3% | -99.20% | 減少 |
| 35 | MPC | Marathon Petroleum CORP | -0.4% | -49.27% | 減少 |
| 36 | LVS | Las Vegas Sands CORP | -0.4% | -99.89% | 減少 |
| 37 | CVS | Cvs Health CORP | -0.4% | -33.02% | 減少 |
| 38 | PNW | Pinnacle West Capital | -0.5% | -99.14% | 減少 |
| 39 | CCI | Crown Castle INC | -0.5% | -25.94% | 減少 |
| 40 | MET | Metlife INC | -0.7% | -98.04% | 減少 |
| 41 | NVDA | Nvidia CORP | -0.7% | -99.92% | 減少 |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.7% | -96.64% | 減少 |
| 43 | ASML | ASML Holding N.V. | -0.8% | -99.43% | 減少 |
| 44 | PPL | Ppl CORP | -1.1% | -96.42% | 減少 |
| 45 | BMY | Bristol-myers Squibb Co | -1.2% | -84.89% | 減少 |
| 46 | WAT | Waters CORP | — | EXIT | 全売却 |
| 47 | DGRO | Ishares Core Dividend Growth | — | NEW | 新規購入 |
| 48 | AMN | Amn Healthcare Services INC | — | EXIT | 全売却 |
| 49 | ONEQ | Fidelity Nasdaq Comp Indx | — | NEW | 新規購入 |
| 50 | FDLO | Fidelity Low Volat Fact ETF | — | NEW | 新規購入 |