CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全221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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 22.56% | — | -1.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.88% | — | -1.47% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.42% | — | +3.52% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.37% | — | -0.94% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.50% | — | -0.82% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.37% | — | +22.77% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.36% | — | -3.46% | |
| 8 | TROW | T Rowe Price Group INC | 株式-金融 | 1.81% | — | +0.59% | |
| 9 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 1.70% | — | -0.79% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.68% | — | -12.96% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.58% | — | -1.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | — | +1.44% | |
| 13 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.47% | — | -1.59% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.46% | — | +3.84% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | — | -0.60% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.44% | — | -1.42% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | — | +14.13% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.29% | — | -0.64% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | — | -1.79% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +2.24% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -0.23% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.04% | — | -1.71% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | — | -4.55% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.93% | — | -1.47% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +7.44% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +46.10% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -16.63% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | -0.21% | |
| 29 | LMEUR | Legg Mason INC | 株式-その他 | 0.82% | — | -10.11% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +4.28% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | — | -3.32% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.74% | — | -8.43% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.69% | — | +24.53% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | -1.91% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +4.55% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | — | -1.23% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.58% | — | — | |
| 38 | WRI | Weingarten Realty Investors | 株式-その他 | 0.58% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +17.75% | |
| 40 | HBMD | Howard Bancorp INC | 株式-その他 | 0.52% | — | — | |
| 41 | SUPN | Supernus Pharmaceuticals INC | 株式-ヘルスケア | 0.48% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | -3.68% | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.42% | — | -1.25% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +2.03% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | -9.19% | |
| 46 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.35% | — | — | |
| 47 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.35% | — | -6.24% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.34% | — | +6.57% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.34% | — | +65.87% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | +18.82% |
| # | 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 | +0.4% | -1.47% | 減少 |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +22.77% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.2% | +3.52% | 増加 |
| 4 | DIS | Walt Disney Co/the | +0.2% | +46.10% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +3.84% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.44% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.1% | -0.60% | 減少 |
| 8 | DHR | Danaher CORP | +0.1% | +24.53% | 増加 |
| 9 | TMO | Thermo Fisher Scientific INC | +0.1% | +65.87% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +17.75% | 増加 |
| 11 | ORCL | Oracle CORP | +0.1% | +49.92% | 増加 |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | +56.13% | 増加 |
| 13 | ✓ | +0.1% | +58.91% | 増加 | |
| 14 | INTC | Intel CORP | +0.1% | -1.42% | 減少 |
| 15 | TROW | T Rowe Price Group INC | 0% | +0.59% | 増加 |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.94% | 減少 |
| 17 | UNH | Unitedhealth Group INC | -0.1% | -42.57% | 減少 |
| 18 | WFC | Wells Fargo & Co | -0.1% | -45.97% | 減少 |
| 19 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.71% | 減少 |
| 20 | LMEUR | Legg Mason INC | -0.1% | -10.11% | 減少 |
| 21 | SUPN | Supernus Pharmaceuticals INC | -0.1% | — | 変化なし |
| 22 | CVX | Chevron CORP | -0.1% | -4.55% | 減少 |
| 23 | MMM | 3m Co | -0.1% | -8.43% | 減少 |
| 24 | AXP | American Express Co | -0.2% | -57.93% | 減少 |
| 25 | XOM | Exxon Mobil CORP | -0.2% | -1.79% | 減少 |
| 26 | V | Visa Inc-class A Shares | -0.2% | -3.46% | 減少 |
| 27 | AMGN | Amgen INC | -0.2% | -77.14% | 減少 |
| 28 | MA | Mastercard INC - A | -0.2% | -16.63% | 減少 |
| 29 | CNI | Canadian Natl Railway Co | -0.2% | -43.63% | 減少 |
| 30 | PFE | Pfizer INC | -0.2% | -0.21% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.3% | -0.82% | 減少 |
| 32 | VO | Vanguard Mid-cap ETF | -0.3% | -12.96% | 減少 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -1.73% | 減少 |
| 34 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 35 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 36 | VAREUR | Varian Medical Systems INC | — | EXIT | 全売却 |
| 37 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 38 | WTM | White Mountains Insurance Group, Ltd. | — | EXIT | 全売却 |
| 39 | BALL | Ball CORP | — | NEW | 新規購入 |
| 40 | CB | Chubb Limited | — | NEW | 新規購入 |
| 41 | LVS | Las Vegas Sands CORP | — | EXIT | 全売却 |
| 42 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 43 | PWV | Invesco Large Cap Value ETF | — | NEW | 新規購入 |
| 44 | RHT1EUR | Red Hat INC | — | EXIT | 全売却 |
| 45 | AIG | American International Group | — | NEW | 新規購入 |
| 46 | MAR | Marriott International -cl A | — | EXIT | 全売却 |
| 47 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 48 | APTV | Aptiv PLC | — | NEW | 新規購入 |
| 49 | CITUSD | Cit Group INC | — | NEW | 新規購入 |
| 50 | RDS-A | Shell Plc-spon Adr-a | — | NEW | 新規購入 |