CIK: 0001353110
申告総資産額
$1.1億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.39% | -0.12% | -0.47% | |
| 2 | FTNT | Fortinet INC | 株式-IT | 7.80% | -0.20% | -3.19% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.11% | -0.43% | -6.78% | |
| 4 | AMWL | American Well Corporation | 株式-その他 | 5.34% | — | -2.19% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 5.24% | +0.26% | +15.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.13% | -0.08% | +0.32% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.69% | -0.78% | +0.58% | |
| 8 | WM | Waste Management INC | 株式-資本財 | 3.16% | +0.24% | -1.57% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.00% | — | -2.94% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.85% | -0.19% | -1.56% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.74% | -0.14% | -3.42% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.58% | — | -58.54% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.20% | -0.10% | +2.76% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.09% | -0.03% | -6.10% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | +0.19% | -8.96% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.99% | -0.23% | -5.65% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.96% | -0.25% | -5.43% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | -0.20% | -3.51% | |
| 19 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.60% | — | — | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.55% | -0.09% | -2.04% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.54% | +0.47% | +184.33% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.36% | — | -5.57% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | -0.06% | +12.42% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | -2.49% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | +0.12% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | -0.86% | |
| 28 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.99% | +0.45% | -2.76% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | +0.24% | +0.05% | |
| 30 | FHN | First Horizon CORP | 株式-金融 | 0.90% | — | -4.43% | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.89% | +0.26% | -13.78% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.86% | — | -40.81% | |
| 33 | EMN | Eastman Chemical Co | 株式-素材 | 0.84% | +0.12% | +0.30% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | +0.21% | -1.13% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.76% | — | -26.14% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.70% | — | -9.53% | |
| 37 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.68% | — | -11.50% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | -0.14% | +1.66% | |
| 39 | COHR | Coherent CORP | 株式-IT | 0.67% | +0.32% | -9.76% | |
| 40 | DG | Dollar General CORP | 株式-生活必需品 | 0.65% | — | -5.31% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | -0.26% | EXIT | |
| 42 | CNC | Centene CORP | 株式-ヘルスケア | 0.59% | — | -8.56% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -16.62% | |
| 44 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | +0.18% | -4.91% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.51% | +0.07% | -8.02% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.50% | -0.03% | +0.15% | |
| 47 | ET | Energy Transfer LP | 株式-エネルギー | 0.45% | +0.11% | — | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.44% | +0.04% | — | |
| 49 | SOFI | Sofi Technologies INC | 株式-金融 | 0.44% | -0.17% | -7.32% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.43% | — | +29.27% |