CIK: 0001468685
申告総資産額
$8.1億
| # | 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 | 21.99% | — | +0.61% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 15.65% | — | +1.25% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.77% | — | -0.38% | |
| 4 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 6.55% | — | -1.37% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.71% | — | +2.38% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.01% | — | +262.88% | |
| 7 | ✓ | 株式-その他 | 3.78% | — | -0.76% | ||
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.97% | — | +5.01% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.58% | — | -1.54% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | +3.89% | |
| 11 | KMX | Carmax INC | 株式-一般消費財 | 1.10% | — | -20.33% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | — | -4.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | -2.79% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | -0.87% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +15.06% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | — | -0.80% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | -5.25% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +6.28% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | — | +9.36% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +10.62% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | +2.75% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.47% | — | +2.06% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.44% | — | -36.20% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.43% | — | -1.61% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | +11.26% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | +1.07% | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.38% | — | — | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | +3.11% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | +3.33% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +3.53% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | -0.60% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -1.85% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.30% | — | +18.64% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | — | -4.40% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.29% | — | +14.75% | |
| 36 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.29% | — | -12.69% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 0.29% | — | +3.62% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.29% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | -0.76% | |
| 40 | INTU | Intuit INC | 株式-IT | 0.28% | — | +1.22% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +13.29% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | +8.42% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.28% | — | +6.15% | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.27% | — | -2.13% | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.27% | — | -2.08% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.27% | — | +3.22% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.27% | — | +5.46% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | -3.53% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.26% | — | +3.05% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.26% | — | +3.31% |