CIK: 0001468685
申告総資産額
$8.1億
上位200銘柄を表示中（全215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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 17.49% | — | +1.75% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 10.66% | — | +0.21% | |
| 3 | IQLT | Ishares Msci International Q | ETF-その他 | 10.36% | — | +1.96% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.42% | — | -3.52% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.98% | — | -0.06% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.54% | — | +2188.16% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.03% | — | -0.88% | |
| 8 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 3.32% | — | -2.33% | |
| 9 | ✓ | 株式-その他 | 2.82% | — | -14.59% | ||
| 10 | AAPL | Apple INC | 株式-IT | 2.80% | — | +2.23% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.42% | — | -0.06% | |
| 12 | KMX | Carmax INC | 株式-一般消費財 | 1.33% | — | -31.18% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.22% | — | -0.59% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +2.26% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -1.35% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +0.43% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.73% | — | +19.81% | |
| 18 | SE | Sea Ltd-adr | 株式-通信サービス | 0.64% | — | +6.04% | |
| 19 | OMGBP | Outset Medical INC | 株式-その他 | 0.62% | — | -30.52% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | — | -6.61% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -0.55% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | -1.44% | |
| 23 | GEF | Greif Inc-cl A | 株式-その他 | 0.42% | — | — | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -1.76% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +1.67% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.35% | — | +43.96% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 0.35% | — | +26.57% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.34% | — | +3.54% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +14.80% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.33% | — | -1.09% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.32% | — | +10.27% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | — | +2.52% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.32% | — | -4.33% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | -2.02% | |
| 35 | FRME | First Merchants CORP | 株式-その他 | 0.30% | — | +10.38% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.30% | — | +12.49% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.28% | — | -1.61% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.27% | — | -11.42% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.27% | — | -1.06% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | — | +1.38% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | -1.28% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.26% | — | -6.22% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.26% | — | -9.60% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.25% | — | -1.52% | |
| 45 | KLAC | Kla CORP | 株式-IT | 0.25% | — | +15.60% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | -1.56% | |
| 47 | PRK | Park National CORP | 株式-その他 | 0.24% | — | +0.94% | |
| 48 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.24% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | +3.64% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.24% | — | -0.01% |