CIK: 0001123803
申告総資産額
$5.5億
| # | 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 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 44.21% | +2.29% | +5.03% | |
| 2 | CPB | THE Campbell's Company | 株式-生活必需品 | 22.79% | -1.66% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.87% | -0.14% | +0.52% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.31% | -0.26% | — | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 2.56% | -0.78% | -0.33% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.45% | -0.05% | — | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.42% | -0.39% | — | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.21% | +0.02% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | +0.10% | -1.42% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.60% | -6.83% | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 0.86% | +0.05% | — | |
| 12 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.69% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | -0.01% | — | |
| 14 | GE | General Electric | 株式-資本財 | 0.36% | -0.02% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | +66.24% | |
| 16 | KEL | Kellanova | 株式-その他 | 0.28% | — | — | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | +0.06% | — | |
| 18 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.22% | +0.02% | — | |
| 19 | MLM | Martin Marietta Materials | 株式-素材 | 0.20% | — | — | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.20% | — | — | |
| 21 | GEV | GE Vernova INC | 株式-資本財 | 0.19% | +0.10% | — | |
| 22 | UVV | Universal Corp/va | 株式-その他 | 0.13% | — | — | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | +0.02% | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | +0.05% | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | -0.01% | — | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.08% | +0.02% | — | |
| 27 | SU | Suncor Energy INC | 株式-エネルギー | 0.07% | +0.06% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.06% | -0.01% | — | |
| 29 | WOR | Worthington Enterprises INC | 株式-その他 | 0.05% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.05% | -0.01% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.04% | -0.05% | EXIT | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.04% | +0.01% | — | |
| 33 | CI | THE Cigna Group | 株式-ヘルスケア | 0.03% | — | — | |
| 34 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.03% | — | — | |
| 35 | ✓ | Nexxen Intl LTD | 株式-その他 | 0.03% | — | — |