CIK: 0001591122
申告総資産額
$25.6億
上位200銘柄を表示中（全609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 | 17.33% | -0.03% | +1.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.77% | +1.15% | +11.52% | |
| 3 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 6.48% | — | — | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.18% | -1.51% | -4.57% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -1.14% | +9.09% | |
| 6 | RTX | Rtx CORP | 株式-資本財 | 3.16% | -0.75% | -3.37% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.91% | +0.20% | +2.89% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.83% | -0.41% | -1.13% | |
| 9 | BN | Brookfield CORP | 株式-金融 | 2.83% | -0.85% | +47.92% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.65% | -0.27% | -0.86% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.59% | -0.85% | +7.83% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.45% | -2.22% | -0.57% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.40% | -0.52% | -0.46% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | -0.72% | +17.98% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.30% | +0.43% | +2.06% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 2.07% | -0.22% | -1.63% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 2.06% | -1.97% | +10.80% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.86% | -0.42% | +5.00% | |
| 19 | COP | Conocophillips | 株式-エネルギー | 1.75% | +0.28% | +2.56% | |
| 20 | PGR | Progressive CORP | 株式-金融 | 1.65% | -0.37% | +2.13% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.46% | -0.03% | — | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.45% | -0.13% | -0.06% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.44% | -0.18% | +1.75% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.40% | -0.22% | +1.66% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | -0.25% | +5.82% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 1.00% | -0.09% | +0.28% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.96% | -0.07% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -2.07% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.79% | — | — | |
| 30 | MKL | Markel Group INC | 株式-金融 | 0.65% | -0.11% | -1.08% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | -0.56% | -0.03% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | — | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | -1.73% | |
| 34 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.44% | +0.07% | -1.93% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.36% | -0.24% | +20.82% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | -0.07% | -1.02% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | — | +0.44% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | — | +0.03% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | -0.25% | — | |
| 40 | APH | Amphenol Corp-cl A | 株式-IT | 0.22% | -0.19% | +1209.63% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | -24.98% | |
| 42 | FRFHF | Fairfax Financial Hldgs LTD | 株式-その他 | 0.20% | -0.20% | EXIT | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.19% | — | -0.25% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.18% | — | +100.00% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.16% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.06% | -0.27% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.15% | — | — | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.15% | +13.62% | +50.07% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.14% | -0.12% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | -4.57% | 減少 |
| 2 | APH | Amphenol Corp-cl A | +0.2% | +1209.63% | 増加 |
| 3 | MRK | Merck & Co. INC. | +0.2% | -0.57% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.2% | +17.98% | 増加 |
| 5 | ETN | Eaton Corporation plc | +0.1% | +7358.21% | 増加 |
| 6 | TJX | Tjx Companies INC | +0.1% | +1497.59% | 増加 |
| 7 | CTAS | Cintas CORP | +0.1% | +292.37% | 増加 |
| 8 | ZTS | Zoetis INC | +0.1% | +248.12% | 増加 |
| 9 | MSI | Motorola Solutions INC | +0.1% | +1623.70% | 増加 |
| 10 | AJG | Arthur J Gallagher & Co | +0.1% | +346.40% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | +0.44% | 増加 |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +50.07% | 増加 |
| 13 | NVDA | Nvidia CORP | 0% | +20.82% | 増加 |
| 14 | MKL | Markel Group INC | 0% | -1.08% | 減少 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | 0% | +11.52% | 増加 |
| 16 | ORCL | Oracle CORP | -0.1% | — | 変化なし |
| 17 | MO | Altria Group INC | -0.1% | -0.25% | 減少 |
| 18 | JNJ | Johnson & Johnson | -0.1% | -0.86% | 減少 |
| 19 | V | Visa Inc-class A Shares | -0.1% | -24.98% | 減少 |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | +5.00% | 増加 |
| 21 | MA | Mastercard INC - A | -0.2% | +7.83% | 増加 |
| 22 | WMT | Walmart INC | -0.2% | -1.63% | 減少 |
| 23 | MCD | Mcdonald's CORP | -0.2% | +1.66% | 増加 |
| 24 | ITOT | Ishares Core S&p Total U.s. | -0.2% | — | 変化なし |
| 25 | WMB | Williams Cos INC | -0.2% | +0.28% | 増加 |
| 26 | IEMG | Ishares Core Msci Emerging | -0.2% | +2.06% | 増加 |
| 27 | COP | Conocophillips | -0.2% | +2.56% | 増加 |
| 28 | AAPL | Apple INC | -0.3% | -1.13% | 減少 |
| 29 | RTX | Rtx CORP | -0.3% | -3.37% | 減少 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.3% | +2.89% | 増加 |
| 31 | DUK | Duke Energy CORP | -0.3% | -0.06% | 減少 |
| 32 | PGR | Progressive CORP | -0.4% | +2.13% | 増加 |
| 33 | HD | Home Depot INC | -0.4% | +5.82% | 増加 |
| 34 | ADP | Automatic Data Processing | -0.4% | +10.80% | 増加 |
| 35 | MSFT | Microsoft CORP | -0.4% | +9.09% | 増加 |
| 36 | BN | Brookfield CORP | -0.5% | +47.92% | 増加 |
| 37 | IVV | Ishares Core S&p 500 ETF | -1.9% | +1.04% | 増加 |
| 38 | PHYS | Sprott Physical Gold Trust | — | NEW | 新規購入 |
| 39 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新規購入 |
| 40 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 41 | CDNS | Cadence Design Sys INC | — | NEW | 新規購入 |
| 42 | IQV | Iqvia Holdings INC | — | NEW | 新規購入 |
| 43 | COO | Cooper Cos Inc/the | — | NEW | 新規購入 |
| 44 | ROP | Roper Technologies INC | — | NEW | 新規購入 |
| 45 | FICO | Fair Isaac CORP | — | NEW | 新規購入 |
| 46 | MDY | State Street Spdr S&p Midcap | — | NEW | 新規購入 |
| 47 | ECL | Ecolab INC | — | NEW | 新規購入 |
| 48 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 49 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 50 | MINT | Pimco Enhanced Short Maturit | — | NEW | 新規購入 |