CIK: 0001910462
申告総資産額
$1.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 9.18% | -1.68% | -19.26% | |
| 2 | IR | Ingersoll-rand PLC | 株式-資本財 | 9.15% | — | -0.93% | |
| 3 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 7.61% | +0.43% | -0.34% | |
| 4 | RBAGBP | Ritchie Bros Auctioneers | 株式-その他 | 7.54% | — | -0.61% | |
| 5 | TXN | Texas Instruments INC | 株式-IT | 7.36% | +0.59% | -1.24% | |
| 6 | ROK | Rockwell Automation INC | 株式-資本財 | 6.85% | -0.66% | -1.40% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 6.83% | — | -0.78% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.76% | +0.43% | +7.27% | |
| 9 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 6.64% | -0.27% | -0.05% | |
| 10 | MTD | Mettler-toledo International | 株式-ヘルスケア | 6.46% | -0.36% | -12.21% | |
| 11 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 6.40% | -0.30% | -0.33% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.80% | +0.04% | -0.98% | |
| 13 | PLOW | Douglas Dynamics INC | 株式-その他 | 4.70% | — | +0.21% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.17% | +0.76% | +1.31% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 3.05% | — | — | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.82% | — | -18.78% | |
| 17 | FAST | Fastenal Co | 株式-資本財 | 0.36% | +0.06% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.02% | — | — |