CIK: 0001800508
申告総資産額
$1.9億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 14.17% | -1.13% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 11.46% | -1.54% | -8.42% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.76% | -0.57% | -5.42% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.23% | -0.02% | -4.68% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.70% | — | -6.59% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.55% | -0.05% | — | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.51% | -0.09% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.37% | — | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 2.14% | +1.81% | NEW | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.99% | +0.05% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.87% | +0.01% | — | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.87% | -0.28% | -2.73% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | -0.04% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.03% | -4.97% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.56% | +0.05% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | +0.02% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.40% | +0.01% | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | — | -7.17% | |
| 19 | MCO | Moody's CORP | 株式-金融 | 1.24% | — | -16.85% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | — | -20.09% | |
| 21 | GBDC | Golub Capital Bdc INC | 株式-金融 | 1.15% | — | — | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | -0.01% | -9.19% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | -0.03% | — | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | -0.23% | -10.15% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | +0.06% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.02% | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | -0.33% | -4.76% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | -0.37% | — | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | +0.01% | -4.84% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | — | +6216.00% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.73% | +0.02% | — | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.71% | +0.10% | +900.00% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.70% | +0.33% | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | -0.15% | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | — | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.59% | — | -11.00% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | -0.12% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | +0.05% | — | |
| 41 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 0.57% | -0.02% | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | +0.08% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | — | — | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | — | |
| 45 | FAST | Fastenal Co | 株式-資本財 | 0.45% | — | -8.94% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.44% | — | — | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.44% | — | — | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.43% | — | +2554.93% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | -0.17% | — | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | +0.02% | — |