CIK: 0001755785
申告総資産額
$5.0億
上位200銘柄を表示中（全253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 | 41.20% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.54% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.65% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.17% | -0.08% | +1.22% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.94% | +0.31% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.48% | +0.38% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.45% | -0.14% | — | |
| 9 | BB3 | Brookline Bancorp INC | 株式-その他 | 1.38% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | +0.23% | +2.19% | |
| 11 | ALB | Albemarle CORP | 株式-素材 | 1.31% | — | +0.11% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.30% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.05% | +1981.22% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.06% | -0.09% | — | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.99% | +0.12% | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.96% | — | — | |
| 17 | CCI | Crown Castle INC | 株式-不動産 | 0.94% | — | +0.50% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.06% | — | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 0.87% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.07% | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | +0.06% | — | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.11% | — | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.79% | +0.11% | — | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.77% | — | +0.85% | |
| 25 | XLB | Ss Materials Select Sector | ETF-その他 | 0.71% | +0.09% | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | -0.03% | -12.80% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | — | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.60% | — | — | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | +22.80% | |
| 30 | BX | Blackstone INC | 株式-金融 | 0.53% | -0.09% | — | |
| 31 | FAST | Fastenal Co | 株式-資本財 | 0.53% | +0.05% | — | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.50% | — | — | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | — | |
| 34 | MAT | Mattel INC | 株式-一般消費財 | 0.40% | — | +41.10% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | — | +4.97% | |
| 36 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.36% | — | — | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.33% | — | — | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | — | — | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.30% | -0.32% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | — | — | |
| 41 | F | Ford Motor Co | 株式-一般消費財 | 0.30% | — | +0.01% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.30% | -0.03% | — | |
| 43 | BATT | Amplify Lithium Battery Tech | ETF-テック型 | 0.28% | — | -19.50% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.28% | — | — | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.28% | — | — | |
| 46 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.27% | — | +13.89% | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.26% | — | — | |
| 48 | BHVN | Biohaven Ltd. | 株式-その他 | 0.25% | — | -14.68% | |
| 49 | FORA | Forian INC | 株式-その他 | 0.25% | — | +23.96% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.04% | +10.20% |