CIK: 0001755785
申告総資産額
$5.0億
上位200銘柄を表示中（全245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 | 35.64% | -1.79% | -3.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.14% | -0.01% | -11.49% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.73% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.81% | — | +2774.36% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.63% | — | +220.60% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.06% | -0.08% | +5.61% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.48% | +3.82% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.05% | +1.40% | |
| 9 | SMPL | Simply Good Foods Co/the | 株式-その他 | 1.40% | — | +56.13% | |
| 10 | BB3 | Brookline Bancorp INC | 株式-その他 | 1.37% | — | -0.44% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.33% | +0.31% | +151.66% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | -0.11% | +9.55% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.14% | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.08% | — | +7577.64% | |
| 15 | MDT | Medtronic plc | 株式-ヘルスケア | 1.02% | — | +0.53% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | — | +2.28% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.06% | +1.57% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | -0.09% | — | |
| 19 | Z | Zillow Group INC - C | 株式-通信サービス | 0.92% | — | -5.13% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | +0.23% | +10.09% | |
| 21 | ALB | Albemarle CORP | 株式-素材 | 0.90% | — | -0.88% | |
| 22 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.88% | -0.32% | +29.78% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.82% | -0.03% | — | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.81% | — | +10.76% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.75% | +0.12% | +235.20% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.71% | — | +89.90% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +59.76% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | +0.77% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.58% | — | — | |
| 30 | CCI | Crown Castle INC | 株式-不動産 | 0.57% | — | +36.12% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.57% | — | — | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +15.87% | |
| 33 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.57% | — | — | |
| 34 | STNE | StoneCo Ltd. | 株式-その他 | 0.54% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.54% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +24.70% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | — | +56.27% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.53% | -0.03% | — | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.51% | +0.05% | +222.42% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.51% | +0.06% | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.07% | +8.23% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.50% | — | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.49% | +0.09% | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.49% | +0.11% | — | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.47% | — | — | |
| 46 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.39% | — | -4.94% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | — | -4.32% | |
| 48 | SLP | Simulations Plus INC | 株式-その他 | 0.39% | — | — | |
| 49 | WM | Waste Management INC | 株式-資本財 | 0.36% | — | -0.49% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.35% | -0.09% | +0.64% |