CIK: 0001591122
申告総資産額
$25.6億
上位200銘柄を表示中（全639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 | 17.53% | -0.03% | -5.57% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.04% | +1.15% | +2.50% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -1.14% | -3.00% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.38% | -0.03% | -0.66% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.35% | -0.41% | -5.77% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.30% | +0.20% | +3.33% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.28% | -1.51% | +3.67% | |
| 8 | BN | Brookfield CORP | 株式-金融 | 3.05% | -0.85% | -8.07% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.84% | — | +1.05% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.82% | -0.85% | -1.77% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.81% | — | -8.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.74% | -0.52% | -6.02% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 2.70% | -0.75% | -1.56% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.64% | -2.22% | +8.13% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 2.61% | -1.97% | -1.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.34% | -0.27% | +5.08% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 2.24% | -0.22% | -9.22% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.23% | — | +7.91% | |
| 19 | PGR | Progressive CORP | 株式-金融 | 2.21% | -0.37% | -5.72% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.19% | +0.43% | +2.05% | |
| 21 | COP | Conocophillips | 株式-エネルギー | 2.07% | +0.28% | +5.36% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 2.04% | — | +2.55% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | -0.25% | -4.19% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.69% | -0.18% | +0.88% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 1.69% | -0.13% | -0.28% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.58% | -0.22% | -2.59% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 1.10% | -0.09% | -15.25% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.96% | -0.07% | -12.81% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.80% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | -0.56% | -1.33% | |
| 31 | MKL | Markel Group INC | 株式-金融 | 0.62% | -0.11% | -48.06% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.58% | +0.07% | +0.41% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | -2.11% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | -0.07% | +0.30% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.72% | -0.81% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | +0.47% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.30% | -0.24% | -14.04% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.30% | — | -0.03% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | +0.91% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | -0.25% | -0.15% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.23% | — | -1.49% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | — | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.20% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | -87.20% | |
| 45 | FRFHF | Fairfax Financial Hldgs LTD | 株式-その他 | 0.19% | -0.20% | EXIT | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.18% | — | -6.38% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.06% | -3.07% | |
| 48 | VALQ | American Century US Quality | ETF-その他 | 0.16% | — | +2.03% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | -0.42% | -1.29% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | — | -3.23% |