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 | 8.88% | -0.30% | -4.48% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.22% | -0.32% | +6.31% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.12% | +0.57% | -9.45% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.84% | -1.00% | +5.99% | |
| 5 | FHLC | Fidelity Msci Health Care | ETF-その他 | 4.76% | -0.04% | -4.18% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 3.76% | +0.12% | +5.91% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.65% | -0.17% | -0.91% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.31% | +0.22% | +2.46% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.06% | -0.20% | +5.34% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.77% | — | -1.55% | |
| 11 | ARW | Arrow Electronics INC | 株式-IT | 2.50% | +0.70% | -1.70% | |
| 12 | TER | Teradyne INC | 株式-IT | 2.29% | +0.82% | -12.88% | |
| 13 | MKL | Markel Group INC | 株式-金融 | 2.28% | — | +0.57% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | +0.08% | +3.18% | |
| 15 | CNQ | Canadian Natural Resources | 株式-エネルギー | 1.76% | -0.51% | -4.40% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.60% | -0.46% | -7.62% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 1.50% | +1.19% | -5.29% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 1.48% | +0.53% | -1.33% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | +0.04% | -0.24% | |
| 20 | MCHP | Microchip Technology INC | 株式-IT | 1.44% | +0.29% | -15.52% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.32% | — | -0.72% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.24% | +0.03% | -0.90% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | — | -2.69% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.11% | +0.04% | -2.99% | |
| 25 | ADBE | Adobe INC | 株式-IT | 1.08% | -0.28% | +36.27% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 1.07% | -0.24% | -1.63% | |
| 27 | NOW | Servicenow INC | 株式-IT | 1.02% | +0.20% | — | |
| 28 | SPGI | S&p Global INC | 株式-金融 | 1.01% | +0.02% | +171.22% | |
| 29 | BN | Brookfield CORP | 株式-金融 | 1.00% | — | +0.87% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.96% | +0.01% | -2.42% | |
| 31 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.91% | +0.06% | -16.72% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.88% | -0.01% | +346.88% | |
| 33 | CSGP | Costar Group INC | 株式-不動産 | 0.87% | +0.03% | +812.75% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.82% | +0.01% | -3.95% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | -0.16% | -0.61% | |
| 36 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.71% | — | -0.48% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | -3.17% | |
| 38 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.69% | — | -1.34% | |
| 39 | FICO | Fair Isaac CORP | 株式-IT | 0.69% | +0.09% | — | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -12.08% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | -2.26% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | -0.28% | -11.43% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | -0.20% | -0.07% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.61% | +0.01% | +18.62% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | -0.13% | -4.74% | |
| 46 | HSY | Hershey Co/the | 株式-生活必需品 | 0.57% | -0.14% | -1.23% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +0.43% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | -7.94% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | -0.71% | |
| 50 | BLK | Blackrock INC | 株式-金融 | 0.40% | — | -1.11% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CSGP | Costar Group INC | +0.7% | +812.75% | 増加 |
| 2 | CPRT | Copart INC | +0.7% | +346.88% | 増加 |
| 3 | TER | Teradyne INC | +0.6% | -12.88% | 減少 |
| 4 | ARW | Arrow Electronics INC | +0.6% | -1.70% | 減少 |
| 5 | SPGI | S&p Global INC | +0.6% | +171.22% | 増加 |
| 6 | CNQ | Canadian Natural Resources | +0.5% | -4.40% | 減少 |
| 7 | XOM | Exxon Mobil CORP | +0.4% | -7.62% | 減少 |
| 8 | FBND | Fidelity Total Bond ETF | +0.3% | +6.31% | 増加 |
| 9 | AMAT | Applied Materials INC | +0.3% | -5.29% | 減少 |
| 10 | ASML | ASML Holding N.V. | +0.3% | -1.33% | 減少 |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | +5.99% | 増加 |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +5.34% | 増加 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | -0.61% | 減少 |
| 14 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +18.62% | 増加 |
| 15 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +5.91% | 増加 |
| 16 | GEV | GE Vernova INC | +0.1% | -4.23% | 減少 |
| 17 | HSY | Hershey Co/the | +0.1% | -1.23% | 減少 |
| 18 | SLB | Slb LTD | +0.1% | -0.05% | 減少 |
| 19 | ADBE | Adobe INC | -0.1% | +36.27% | 増加 |
| 20 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.69% | 減少 |
| 21 | DFAC | Dimensional US Core Equity 2 | -0.1% | -2.99% | 減少 |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | -6.56% | 減少 |
| 23 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -2.42% | 減少 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -7.94% | 減少 |
| 25 | BKNG | Booking Holdings INC | -0.1% | — | 変化なし |
| 26 | AAPL | Apple INC | -0.1% | -0.90% | 減少 |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -16.72% | 減少 |
| 28 | SCHW | Schwab (charles) CORP | -0.1% | -0.72% | 減少 |
| 29 | BN | Brookfield CORP | -0.1% | +0.87% | 増加 |
| 30 | CMG | Chipotle Mexican Grill INC | -0.1% | -0.48% | 減少 |
| 31 | AMZN | Amazon.com INC | -0.1% | +3.18% | 増加 |
| 32 | ACN | Accenture plc | -0.1% | -0.34% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.91% | 減少 |
| 34 | DIS | Walt Disney Co/the | -0.2% | -12.08% | 減少 |
| 35 | AXP | American Express Co | -0.2% | -3.95% | 減少 |
| 36 | MCHP | Microchip Technology INC | -0.2% | -15.52% | 減少 |
| 37 | V | Visa Inc-class A Shares | -0.2% | -0.24% | 減少 |
| 38 | FISV | Fiserv INC | -0.2% | -1.63% | 減少 |
| 39 | MKL | Markel Group INC | -0.3% | +0.57% | 増加 |
| 40 | META | Meta Platforms Inc-class A | -0.5% | -1.55% | 減少 |
| 41 | FHLC | Fidelity Msci Health Care | -0.5% | -4.18% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.9% | +2.46% | 増加 |
| 43 | MOAT | Vaneck Morningstar Wide Moat | -1% | -4.48% | 減少 |
| 44 | GOOGL | Alphabet Inc-cl A | -1.2% | -9.45% | 減少 |
| 45 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 46 | FICO | Fair Isaac CORP | — | NEW | 新規購入 |
| 47 | IT | Gartner INC | — | EXIT | 全売却 |
| 48 | LPLA | Lpl Financial Holdings INC | — | NEW | 新規購入 |
| 49 | BR | Broadridge Financial Solutio | — | NEW | 新規購入 |
| 50 | NOC | Northrop Grumman CORP | — | NEW | 新規購入 |