CIK: 0001755785
申告総資産額
$5.0億
上位200銘柄を表示中（全272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 | 43.75% | -1.79% | -2.58% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.04% | -0.01% | +0.17% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.48% | +0.09% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.13% | +0.31% | -17.69% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.07% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.05% | +0.23% | +13.80% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.76% | -0.14% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.05% | +0.08% | |
| 9 | QXO | Qxo INC | 株式-資本財 | 1.33% | +0.11% | +19.42% | |
| 10 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.31% | -0.32% | -0.77% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.25% | -0.08% | -2.76% | |
| 12 | BE | Bloom Energy Corp- A | 株式-資本財 | 1.20% | +0.73% | +207.41% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.16% | +0.15% | +0.08% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.16% | +0.12% | +0.83% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.06% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.13% | — | +0.07% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | -0.03% | +0.25% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.11% | +0.06% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.03% | -0.07% | +1.89% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | +0.38% | -0.77% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.70% | — | +0.08% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.67% | -0.03% | +1.25% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.67% | +0.06% | +2.50% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.04% | +0.18% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.62% | +0.11% | +3.02% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.09% | +14.95% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.54% | -0.09% | — | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | -0.04% | -6.27% | |
| 30 | FLUT | Flutter Entertainment plc | 株式-一般消費財 | 0.51% | — | -1.64% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.47% | -0.07% | — | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.44% | +0.09% | — | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.41% | — | +0.53% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.38% | — | -0.75% | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.36% | — | +5.74% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | — | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.35% | — | — | |
| 38 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.32% | -0.04% | -22.45% | |
| 39 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.32% | +0.07% | -0.60% | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.31% | — | -0.49% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | -0.02% | +0.38% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.04% | +0.06% | |
| 43 | FAST | Fastenal Co | 株式-資本財 | 0.29% | +0.05% | — | |
| 44 | TRIN | Trinity Capital INC | 株式-その他 | 0.29% | — | +1.61% | |
| 45 | BBT | Beacon Financial CORP | 株式-その他 | 0.29% | -0.12% | — | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.28% | +0.11% | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.28% | — | — | |
| 48 | BLK | Blackrock INC | 株式-金融 | 0.27% | — | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.27% | +0.05% | — | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.27% | — | — |