CIK: 0001423673
申告総資産額
$14.5億
| # | 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 | 55.31% | +0.39% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.84% | -0.75% | -6.59% | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.71% | +0.09% | +11.85% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.49% | +2.62% | |
| 5 | MMM | 3m Co | 株式-資本財 | 2.25% | -0.16% | — | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 1.96% | -0.20% | — | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.96% | +0.08% | +11.54% | |
| 8 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.86% | +0.06% | +11.84% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | +0.23% | — | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.47% | +0.01% | — | |
| 11 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.32% | +0.29% | -3.26% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.31% | -0.11% | — | |
| 13 | PSX | Phillips 66 | 株式-エネルギー | 1.15% | +0.48% | — | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.09% | — | -4.09% | |
| 15 | MCO | Moody's CORP | 株式-金融 | 1.07% | -0.10% | — | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 0.93% | -0.04% | — | |
| 17 | LIN | Linde plc | 株式-素材 | 0.86% | +0.16% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | +0.14% | +0.61% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.73% | — | -34.04% | |
| 20 | ROP | Roper Technologies INC | 株式-IT | 0.62% | -0.07% | — | |
| 21 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.61% | -0.12% | — | |
| 22 | WAT | Waters CORP | 株式-ヘルスケア | 0.59% | -0.18% | — | |
| 23 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.52% | +0.13% | — | |
| 24 | RSG | Republic Services INC | 株式-資本財 | 0.46% | +0.05% | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.20% | — | |
| 26 | AME | Ametek INC | 株式-資本財 | 0.41% | +0.04% | — | |
| 27 | J | Jacobs Solutions INC | 株式-資本財 | 0.40% | +0.01% | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.38% | -0.13% | — | |
| 29 | ECL | Ecolab INC | 株式-素材 | 0.36% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | -0.02% | — | |
| 31 | FTV | Fortive CORP | 株式-IT | 0.33% | — | +14.69% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.07% | -13.51% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.30% | +0.05% | — | |
| 34 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.28% | -0.05% | — | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | -0.04% | — | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.24% | — | — | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.24% | — | — | |
| 38 | CI | THE Cigna Group | 株式-ヘルスケア | 0.22% | — | — | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.20% | -0.02% | — | |
| 40 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.20% | -0.04% | +96.98% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.20% | -0.02% | — | |
| 42 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.18% | -0.01% | — | |
| 43 | VLTO | Veralto CORP | 株式-資本財 | 0.17% | -0.01% | — | |
| 44 | BN | Brookfield CORP | 株式-金融 | 0.17% | -0.02% | — | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.11% | — | — | |
| 46 | TDG | Transdigm Group INC | 株式-資本財 | 0.11% | -0.01% | — | |
| 47 | AMTM | Amentum Holdings INC | 株式-資本財 | 0.09% | -0.01% | — | |
| 48 | VNT | Vontier CORP | 株式-IT | 0.09% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.09% | +0.02% | — | |
| 50 | VRSN | Verisign INC | 株式-IT | 0.08% | — | — |