CIK: 0001755785
申告総資産額
$5.0億
上位200銘柄を表示中（全203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-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 55.33% | -1.79% | — | |
| 2 | BB3 | Brookline Bancorp INC | 株式-その他 | 3.05% | — | -2.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.74% | -0.48% | +1.69% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.11% | +0.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.46% | -0.08% | +0.98% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.41% | -0.06% | -0.86% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.05% | +0.95% | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 1.29% | — | +5.50% | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.29% | — | +2.44% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | -0.14% | +0.53% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | +0.23% | +5.89% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | +9.60% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.05% | -0.09% | +0.71% | |
| 14 | STNE | StoneCo Ltd. | 株式-その他 | 0.92% | — | +5.77% | |
| 15 | MDT | Medtronic plc | 株式-ヘルスケア | 0.87% | — | +1.54% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.80% | +0.31% | +15.89% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +8.24% | |
| 18 | PAGS | PagSeguro Digital Ltd. | 株式-その他 | 0.79% | — | -5.75% | |
| 19 | CIEN | Ciena CORP | 株式-IT | 0.71% | — | +19.88% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.65% | — | -3.39% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.64% | — | -3.52% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +15.10% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | +0.82% | |
| 24 | PSXPUSD | Phillips 66 Partners LP | 株式-その他 | 0.59% | — | -1.38% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.57% | — | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.07% | -19.51% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +12.66% | |
| 28 | WEP | Magellan Midstream Partners | 株式-その他 | 0.53% | — | — | |
| 29 | SLP | Simulations Plus INC | 株式-その他 | 0.50% | — | — | |
| 30 | GLW | Corning INC | 株式-IT | 0.45% | +0.07% | -9.13% | |
| 31 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.44% | — | +58.45% | |
| 32 | BX | Blackstone INC | 株式-金融 | 0.43% | -0.09% | — | |
| 33 | RUN | Sunrun INC | 株式-IT | 0.42% | — | — | |
| 34 | ARCC | Ares Capital CORP | 株式-金融 | 0.41% | — | +64.93% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.40% | — | +7.62% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.39% | — | -4.00% | |
| 37 | CCI | Crown Castle INC | 株式-不動産 | 0.38% | — | +4.96% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.38% | +0.12% | -4.85% | |
| 39 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.35% | — | +1.82% | |
| 40 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.32% | — | +49.84% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.32% | — | — | |
| 42 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.31% | — | — | |
| 43 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.31% | — | +37.10% | |
| 44 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.30% | — | +85.37% | |
| 45 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.29% | — | +52.46% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | -0.04% | +17.57% | |
| 47 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.28% | — | +71.31% | |
| 48 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 0.28% | — | +59.30% | |
| 49 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.27% | — | +52.02% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +17.40% |