CIK: 0001910364
申告総資産額
$1.3億
| # | 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-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 11.53% | -0.37% | -1.81% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 11.34% | -1.21% | -2.15% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.04% | -0.38% | -0.31% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.70% | +0.62% | -7.32% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.36% | -0.49% | +2.38% | |
| 6 | JOE | St Joe Co/the | 株式-その他 | 4.29% | +0.19% | -6.52% | |
| 7 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.93% | -0.14% | -4.46% | |
| 8 | GE | General Electric | 株式-資本財 | 3.80% | -0.27% | -0.62% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.56% | +0.38% | +5.61% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.11% | -0.73% | -0.49% | |
| 11 | AXP | American Express Co | 株式-金融 | 2.58% | -0.49% | -6.53% | |
| 12 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.49% | -0.18% | -2.91% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.03% | +0.11% | +11.21% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | +0.22% | +28.68% | |
| 15 | PAYC | Paycom Software INC | 株式-IT | 1.73% | +0.21% | +35.36% | |
| 16 | KNSL | Kinsale Capital Group INC | 株式-金融 | 1.67% | +0.25% | +106.64% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 1.46% | -0.36% | -1.66% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.39% | +0.57% | +287.28% | |
| 19 | J | Jacobs Solutions INC | 株式-資本財 | 1.38% | -0.31% | -8.43% | |
| 20 | JEF | Jefferies Financial Group In | 株式-金融 | 1.34% | -0.33% | -2.53% | |
| 21 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.33% | +0.79% | -20.48% | |
| 22 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.14% | +0.43% | -0.10% | |
| 23 | UI | Ubiquiti INC | 株式-IT | 1.13% | +0.17% | -1.98% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 1.00% | -0.15% | -4.46% | |
| 25 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.98% | -0.19% | — | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 0.94% | +0.35% | -0.10% | |
| 27 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.89% | — | — | |
| 28 | ASML | ASML Holding N.V. | 株式-IT | 0.86% | +0.24% | -2.80% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.82% | — | -3.35% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.11% | -22.13% | |
| 31 | CRBG | Corebridge Financial INC | 株式-金融 | 0.74% | — | +33.74% | |
| 32 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.65% | +0.46% | +125.18% | |
| 33 | MKL | Markel Group INC | 株式-金融 | 0.63% | -0.07% | -2.75% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | -0.06% | -3.26% | |
| 35 | ICE | Intercontinental Exchange In | 株式-金融 | 0.57% | — | -0.84% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.57% | — | — | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | -0.09% | -1.54% | |
| 38 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.55% | — | +45.26% | |
| 39 | FIGS | Figs Inc-class A | 株式-その他 | 0.54% | +0.18% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.07% | — | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.52% | — | -9.89% | |
| 42 | CGNG | Cap Group New Geography Eq | ETF-その他 | 0.51% | +0.25% | +104.31% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.50% | — | — | |
| 44 | CPRT | Copart INC | 株式-資本財 | 0.47% | +0.09% | — | |
| 45 | GEV | GE Vernova INC | 株式-資本財 | 0.47% | +0.15% | -15.56% | |
| 46 | C | Citigroup INC | 株式-金融 | 0.46% | — | -0.19% | |
| 47 | WSO | Watsco INC | 株式-資本財 | 0.44% | +0.06% | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | -8.28% | |
| 49 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.40% | -0.11% | -5.95% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.40% | -0.15% | -0.66% |