CIK: 0001591122
申告総資産額
$25.6億
上位200銘柄を表示中（全561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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 37.81% | -0.03% | -0.26% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.74% | — | +0.01% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.76% | -0.03% | -0.17% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.33% | +1.15% | +6.99% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.01% | -0.41% | +4.27% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -1.14% | +1.81% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.73% | — | +6.11% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.72% | -0.52% | +16.26% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.62% | +0.43% | +8.32% | |
| 10 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.52% | — | +5.30% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.49% | +0.20% | +3.84% | |
| 12 | MKL | Markel Group INC | 株式-金融 | 1.45% | -0.11% | +42.67% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | — | +6.62% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | -0.27% | +9.17% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.27% | -0.18% | +7.92% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | -2.22% | +8.41% | |
| 17 | D | Dominion Energy INC | 株式-公益事業 | 1.23% | — | +9.63% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | -1.51% | +4.34% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.15% | -0.75% | +8.89% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | -0.25% | -14.68% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.07% | — | +12.07% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.03% | -0.85% | +22.49% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | +10.10% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | -0.22% | +7.88% | |
| 25 | PGR | Progressive CORP | 株式-金融 | 0.95% | -0.37% | +9.95% | |
| 26 | NEM | Newmont CORP | 株式-素材 | 0.93% | — | +12.53% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.93% | — | +8.13% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | -0.07% | -2.74% | |
| 29 | TFC | Truist Financial CORP | 株式-金融 | 0.89% | — | +10.26% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | +11.38% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.79% | +0.28% | +6.69% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.72% | +0.68% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -3.28% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | — | — | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.35% | — | +0.45% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | -0.42% | +3.00% | |
| 38 | WMB | Williams Cos INC | 株式-エネルギー | 0.34% | -0.09% | +21.74% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | +3.32% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +4.33% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.25% | +0.07% | -2.04% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.23% | — | -0.19% | |
| 43 | UDR | Udr INC | 株式-不動産 | 0.22% | — | -11.95% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | -0.00% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.19% | — | +1.76% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | +4.09% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | -0.22% | +0.94% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.17% | — | -28.13% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.17% | — | -0.46% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | — | -0.16% |