CIK: 0001755785
申告総資産額
$5.0億
上位200銘柄を表示中（全224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 | 42.78% | -1.79% | -1.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.24% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.93% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.38% | — | -10.93% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.20% | -0.08% | -5.17% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.48% | -0.83% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.67% | +0.31% | +60.33% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.49% | -0.14% | -1.04% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.05% | -5.23% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | +0.23% | -0.12% | |
| 11 | BB3 | Brookline Bancorp INC | 株式-その他 | 1.32% | — | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.27% | — | +4.76% | |
| 13 | ALB | Albemarle CORP | 株式-素材 | 1.11% | — | +6.03% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 0.99% | -0.09% | -0.76% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | +0.12% | -5.86% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.06% | -1.87% | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 0.85% | — | -6.96% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | -1.65% | |
| 19 | CCI | Crown Castle INC | 株式-不動産 | 0.83% | — | -9.97% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.83% | — | +1.89% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.80% | -0.03% | -3.61% | |
| 22 | SMPL | Simply Good Foods Co/the | 株式-その他 | 0.77% | — | -2.67% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.11% | -1.10% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.70% | +0.06% | +1.92% | |
| 25 | XLB | Ss Materials Select Sector | ETF-その他 | 0.69% | +0.09% | +1.95% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | +0.11% | +1.15% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.07% | — | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.67% | — | -1.05% | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.59% | -0.09% | — | |
| 30 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.57% | — | -29.37% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | -2.27% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.53% | — | -15.11% | |
| 33 | FAST | Fastenal Co | 株式-資本財 | 0.50% | +0.05% | -1.63% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.45% | — | — | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.43% | — | -2.59% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.40% | — | -2.73% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.39% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.36% | — | -9.97% | |
| 39 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.36% | — | -15.96% | |
| 40 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.35% | -0.07% | +3092.31% | |
| 41 | BATT | Amplify Lithium Battery Tech | ETF-テック型 | 0.33% | — | +2.94% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.32% | -0.03% | -53.72% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.31% | -0.04% | -22.54% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.30% | -0.32% | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | — | |
| 46 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.29% | — | -1.61% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.29% | — | — | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.28% | — | +0.77% | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.27% | — | -11.51% | |
| 50 | FORA | Forian INC | 株式-その他 | 0.26% | — | +47.54% |