CIK: 0001904033
申告総資産額
$3.3億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 10.31% | -0.30% | +12.34% | |
| 2 | FHLC | Fidelity Msci Health Care | ETF-その他 | 5.41% | -0.04% | +0.14% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.93% | +0.22% | -0.41% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.70% | -0.32% | +7.77% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.57% | -0.17% | -2.15% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.55% | +0.57% | +2.03% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.35% | — | -3.21% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.19% | -1.00% | +9.41% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.98% | +0.12% | +27.86% | |
| 10 | ARW | Arrow Electronics INC | 株式-IT | 2.56% | +0.70% | +12.01% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.22% | -0.20% | +10.57% | |
| 12 | MCHP | Microchip Technology INC | 株式-IT | 2.10% | +0.29% | +35.41% | |
| 13 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.09% | +0.06% | -2.45% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | +0.08% | +0.63% | |
| 15 | MKL | Markel Group INC | 株式-金融 | 1.90% | — | +4.96% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | +0.04% | -0.96% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.64% | — | -3.23% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.53% | +0.04% | -1.52% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.52% | +0.03% | -0.45% | |
| 20 | CNQ | Canadian Natural Resources | 株式-エネルギー | 1.45% | -0.51% | +3.11% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | -0.46% | -1.22% | |
| 22 | KVUE | Kenvue INC | 株式-生活必需品 | 1.26% | — | -8.41% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.26% | — | +3.35% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.25% | +0.01% | +0.67% | |
| 25 | AXP | American Express Co | 株式-金融 | 1.23% | +0.01% | -2.18% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -1.13% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.11% | -0.28% | -1.05% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 1.09% | +1.19% | +1.82% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | — | -0.62% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 1.01% | -0.24% | -4.97% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 1.01% | — | -4.01% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.92% | -0.16% | -0.70% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.89% | — | +3.43% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -9.44% | |
| 35 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.74% | — | -6.53% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -0.35% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | -0.16% | -1.89% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | -0.20% | -0.76% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -0.97% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | -2.89% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -1.37% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | -6.92% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | -0.13% | -0.99% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | +0.97% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | -1.95% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | -2.35% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -4.80% | |
| 48 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.45% | — | +20.17% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.44% | — | -5.16% | |
| 50 | GE | General Electric | 株式-資本財 | 0.43% | +0.07% | -3.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | +1.4% | +12.34% | 増加 |
| 2 | VIGI | Vanguard Int Div App Indx Fd | +0.7% | +27.86% | 増加 |
| 3 | ARW | Arrow Electronics INC | +0.3% | +12.01% | 増加 |
| 4 | MCHP | Microchip Technology INC | +0.2% | +35.41% | 増加 |
| 5 | FBND | Fidelity Total Bond ETF | +0.2% | +7.77% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | -1.05% | 減少 |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +9.41% | 増加 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | 新規購入 |
| 9 | SOLV | Solventum CORP | +0.1% | NEW | 新規購入 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.15% | 減少 |
| 11 | KVUE | Kenvue INC | +0.1% | -8.41% | 減少 |
| 12 | MMM | 3m Co | +0.1% | -9.44% | 減少 |
| 13 | DEO | Diageo Plc-sponsored Adr | +0.1% | +20.17% | 増加 |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +10.57% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | -0.35% | 減少 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -1.89% | 減少 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -3.21% | 減少 |
| 18 | HD | Home Depot INC | +0.1% | -1.13% | 減少 |
| 19 | AXP | American Express Co | +0.1% | -2.18% | 減少 |
| 20 | ACN | Accenture plc | +0.1% | -0.70% | 減少 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +32.46% | 増加 |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -2.45% | 減少 |
| 23 | FISV | Fiserv INC | +0.1% | -4.97% | 減少 |
| 24 | MCD | Mcdonald's CORP | +0.1% | -0.97% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.15% | 増加 |
| 26 | PYPL | Paypal Holdings INC | +0.1% | -6.74% | 減少 |
| 27 | BLKCHF | Blackrock INC | 0% | -2.89% | 減少 |
| 28 | VOE | Vanguard Mid-cap Value ETF | 0% | +8.37% | 増加 |
| 29 | IWB | Ishares Russell 1000 ETF | 0% | +15.69% | 増加 |
| 30 | AAPL | Apple INC | 0% | -0.45% | 減少 |
| 31 | GE | General Electric | 0% | -3.53% | 減少 |
| 32 | AMT | American Tower CORP | 0% | -1.71% | 減少 |
| 33 | MGC | Vanguard Mega Cap ETF | — | +3.43% | 増加 |
| 34 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.67% | 増加 |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -3.23% | 減少 |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.1% | -1.52% | 減少 |
| 37 | MKL | Markel Group INC | -0.1% | +4.96% | 増加 |
| 38 | V | Visa Inc-class A Shares | -0.1% | -0.96% | 減少 |
| 39 | FHLC | Fidelity Msci Health Care | -0.1% | +0.14% | 増加 |
| 40 | VTV | Vanguard Value ETF | -0.1% | EXIT | 全売却 |
| 41 | WFC | Wells Fargo & Co | -0.1% | EXIT | 全売却 |
| 42 | BA | Boeing Co/the | -0.1% | EXIT | 全売却 |
| 43 | CNQ | Canadian Natural Resources | -0.2% | +3.11% | 増加 |
| 44 | VGSH | Vanguard Short-term Treasury | -0.2% | EXIT | 全売却 |
| 45 | AMZN | Amazon.com INC | -0.2% | +0.63% | 増加 |
| 46 | SCHW | Schwab (charles) CORP | -0.2% | +3.35% | 増加 |
| 47 | AMAT | Applied Materials INC | -0.3% | +1.82% | 増加 |
| 48 | KMX | Carmax INC | -0.6% | EXIT | 全売却 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.41% | 減少 |
| 50 | GOOGL | Alphabet Inc-cl A | -0.8% | +2.03% | 増加 |