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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 16.82% | +0.43% | -0.48% | |
| 2 | TT | Trane Technologies plc | 株式-資本財 | 12.11% | +0.73% | -3.59% | |
| 3 | ROK | Rockwell Automation INC | 株式-資本財 | 8.57% | -0.66% | -1.84% | |
| 4 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 7.50% | +0.43% | -5.19% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 7.22% | -1.68% | -1.48% | |
| 6 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 7.16% | -0.27% | -0.17% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 6.66% | -0.30% | -1.07% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.46% | +0.04% | -1.95% | |
| 9 | RBA | Rb Global INC | 株式-資本財 | 5.43% | -2.51% | -3.45% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 5.00% | +0.59% | +0.52% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.11% | +0.76% | +0.49% | |
| 12 | MTD | Mettler-toledo International | 株式-ヘルスケア | 3.88% | -0.36% | -0.80% | |
| 13 | KVUE | Kenvue INC | 株式-生活必需品 | 3.77% | — | +0.74% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 3.72% | +0.47% | +0.68% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.20% | — | -0.99% | |
| 16 | FAST | Fastenal Co | 株式-資本財 | 0.36% | +0.06% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EXPD | Expeditors Intl Wash INC | +1.3% | -0.17% | 減少 |
| 2 | ROK | Rockwell Automation INC | +0.7% | -1.84% | 減少 |
| 3 | JNJ | Johnson & Johnson | +0.4% | +0.49% | 増加 |
| 4 | MTD | Mettler-toledo International | +0.4% | -0.80% | 減少 |
| 5 | HLT | Hilton Worldwide Holdings In | +0.4% | -5.19% | 減少 |
| 6 | VXUS | Vanguard Total Intl Stock | +0.3% | -0.48% | 減少 |
| 7 | KVUE | Kenvue INC | +0.2% | +0.74% | 増加 |
| 8 | VT | Vanguard Tot World Stk ETF | 0% | -0.99% | 減少 |
| 9 | AAPL | Apple INC | — | — | 変化なし |
| 10 | PFE | Pfizer INC | -0.1% | +0.68% | 増加 |
| 11 | FAST | Fastenal Co | -0.1% | — | 変化なし |
| 12 | BRK-B | Berkshire Hathaway Inc. | -0.1% | -1.07% | 減少 |
| 13 | TXN | Texas Instruments INC | -0.3% | +0.52% | 増加 |
| 14 | VNQ | Vanguard Real Estate ETF | -0.4% | -1.95% | 減少 |
| 15 | RBA | Rb Global INC | -0.5% | -3.45% | 減少 |
| 16 | MSFT | Microsoft CORP | -0.6% | -1.48% | 減少 |
| 17 | TT | Trane Technologies plc | -1.5% | -3.59% | 減少 |
| 18 | VOO | Vanguard S&p 500 ETF | — | EXIT | 全売却 |