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 | 8.46% | -0.12% | +0.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.18% | -0.43% | +1.05% | |
| 3 | FTNT | Fortinet INC | 株式-IT | 6.20% | -0.20% | -2.85% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 5.76% | +0.26% | +14.75% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.72% | -0.08% | +43.55% | |
| 6 | AMWL | American Well Corporation | 株式-その他 | 5.38% | — | +1.60% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.24% | -0.78% | +16.64% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.42% | -0.14% | +884.19% | |
| 9 | WM | Waste Management INC | 株式-資本財 | 3.00% | +0.24% | +2.11% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.86% | — | +1.22% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.83% | -0.19% | +5.99% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.79% | — | +11.96% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.64% | -0.10% | +20.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.40% | -0.03% | +2.74% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.78% | +0.47% | +10.96% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.71% | -0.20% | +0.19% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.65% | -0.09% | -3.43% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.19% | -6.11% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.60% | -0.25% | +2.62% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | -0.23% | +1.51% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.22% | — | -2.03% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.12% | — | +2.66% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.06% | +2.17% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.00% | — | +46.86% | |
| 25 | EMN | Eastman Chemical Co | 株式-素材 | 0.98% | +0.12% | +27.87% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +3.86% | |
| 27 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.94% | +0.45% | -5.05% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.93% | — | +20.63% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.24% | -0.97% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.86% | -0.14% | +17.94% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +0.12% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | +0.21% | +4.77% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | -6.08% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -17.90% | |
| 35 | FHN | First Horizon CORP | 株式-金融 | 0.75% | — | -11.88% | |
| 36 | COHR | Coherent CORP | 株式-IT | 0.73% | +0.32% | -2.54% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.71% | +0.26% | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | +16.71% | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.62% | — | -6.09% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.57% | — | -14.04% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.49% | +0.07% | — | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.48% | -0.03% | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.47% | -0.26% | EXIT | |
| 44 | CNC | Centene CORP | 株式-ヘルスケア | 0.46% | — | -1.87% | |
| 45 | DG | Dollar General CORP | 株式-生活必需品 | 0.45% | — | -11.89% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.44% | +0.18% | — | |
| 47 | ET | Energy Transfer LP | 株式-エネルギー | 0.43% | +0.11% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.41% | — | +0.44% | |
| 49 | FDX | Fedex CORP | 株式-資本財 | 0.40% | +0.04% | -4.63% | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.40% | — | — |