CIK: 0001633862
申告総資産額
$5.6億
| # | 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 | MA | Mastercard INC - A | 株式-金融 | 7.94% | — | -0.54% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.82% | -0.32% | +1.51% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.80% | -0.15% | +6.15% | |
| 4 | SBUX | Starbucks CORP | 株式-一般消費財 | 6.19% | +0.13% | -0.35% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 6.12% | +0.05% | -0.47% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 5.63% | -0.16% | -0.27% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 5.23% | — | +0.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.91% | +1.25% | -0.30% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.83% | -0.83% | -0.63% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.81% | +0.16% | -0.31% | |
| 11 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 3.51% | — | -0.90% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 3.27% | — | -0.73% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.27% | -0.41% | -0.35% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.85% | — | -1.99% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.74% | +0.21% | -1.01% | |
| 16 | ROP | Roper Technologies INC | 株式-IT | 1.54% | — | +149.99% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | -0.15% | |
| 18 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.50% | — | -0.86% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.31% | — | -0.49% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.29% | +0.02% | -0.92% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | +0.03% | -0.88% | |
| 22 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.19% | +0.08% | -1.72% | |
| 23 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.10% | +0.19% | -2.08% | |
| 24 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.74% | +0.01% | +0.01% | |
| 25 | ECL | Ecolab INC | 株式-素材 | 0.72% | — | -0.78% | |
| 26 | MCO | Moody's CORP | 株式-金融 | 0.72% | — | +0.90% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.71% | — | -0.42% | |
| 28 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.69% | — | -0.65% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | -0.10% | -0.38% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | -0.05% | EXIT | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.43% | +0.02% | — | |
| 32 | AXP | American Express Co | 株式-金融 | 0.41% | — | -0.59% | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.39% | — | -2.54% | |
| 34 | ENOV | Enovis Corporation | 株式-その他 | 0.38% | — | — | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | +24.57% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | +0.11% | -3.76% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -1.62% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.30% | — | — | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.30% | +0.02% | +0.70% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.26% | — | +5.25% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.26% | — | +25.53% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | -1.02% | |
| 45 | APH | Amphenol Corp-cl A | 株式-IT | 0.26% | +0.06% | — | |
| 46 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.25% | +0.03% | +1.16% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.24% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.21% | +0.05% | +10.07% | |
| 49 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.21% | — | — | |
| 50 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.21% | -0.16% | +23.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.3% | -0.27% | 減少 |
| 2 | ROP | Roper Technologies INC | +0.9% | +149.99% | 増加 |
| 3 | SBUX | Starbucks CORP | +0.6% | -0.35% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.30% | 減少 |
| 5 | MAR | Marriott International -cl A | +0.2% | -1.72% | 減少 |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +6.15% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.88% | 減少 |
| 8 | TRV | Travelers Cos Inc/the | +0.1% | +0.01% | 増加 |
| 9 | BLKCHF | Blackrock INC | +0.1% | -0.42% | 減少 |
| 10 | BNY | Bank Of New York Mellon CORP | +0.1% | -2.08% | 減少 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +51.08% | 増加 |
| 12 | BAM | Brookfield Asset Management Ltd. | +0.1% | -0.65% | 減少 |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +25.53% | 増加 |
| 14 | DEO | Diageo Plc-sponsored Adr | +0.1% | -0.90% | 減少 |
| 15 | CB | Chubb Limited | +0.1% | -2.54% | 減少 |
| 16 | BSV | Vanguard Short-term Bond ETF | 0% | +24.57% | 増加 |
| 17 | OTIS | Otis Worldwide CORP | 0% | +23.57% | 増加 |
| 18 | IJR | Ishares Core S&p Small-cap E | 0% | +7.91% | 増加 |
| 19 | AEP | American Electric Power Company, Inc. | 0% | -16.48% | 減少 |
| 20 | AXP | American Express Co | 0% | -0.59% | 減少 |
| 21 | ENOV | Enovis Corporation | 0% | — | 変化なし |
| 22 | DE | Deere & Co | 0% | +0.70% | 増加 |
| 23 | APH | Amphenol Corp-cl A | 0% | — | 変化なし |
| 24 | AAPL | Apple INC | 0% | -1.01% | 減少 |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -3.76% | 減少 |
| 26 | XOM | Exxon Mobil CORP | 0% | -1.02% | 減少 |
| 27 | VUG | Vanguard Growth ETF | 0% | +10.07% | 増加 |
| 28 | LIN | Linde plc | 0% | -0.49% | 減少 |
| 29 | PEP | Pepsico INC | 0% | -0.38% | 減少 |
| 30 | ECL | Ecolab INC | 0% | -0.78% | 減少 |
| 31 | KO | Coca-cola Co/the | -0.1% | -1.99% | 減少 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -0.86% | 減少 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -0.15% | 減少 |
| 34 | UNP | Union Pacific CORP | -0.1% | -0.92% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.51% | 増加 |
| 36 | UL | Unilever PLC | -0.2% | -63.40% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.3% | -0.73% | 減少 |
| 38 | MKL | Markel Group INC | -0.3% | +0.42% | 増加 |
| 39 | COST | Costco Wholesale CORP | -0.3% | -0.63% | 減少 |
| 40 | MCD | Mcdonald's CORP | -0.4% | -0.35% | 減少 |
| 41 | AMZN | Amazon.com INC | -0.5% | -0.31% | 減少 |
| 42 | MA | Mastercard INC - A | -0.6% | -0.54% | 減少 |
| 43 | DHR | Danaher CORP | -0.6% | -0.47% | 減少 |
| 44 | RTX | Rtx CORP | -0.8% | -91.07% | 減少 |
| 45 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 46 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 47 | USB | US Bancorp | — | NEW | 新規購入 |
| 48 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新規購入 |
| 49 | VB | Vanguard Small-cap ETF | — | NEW | 新規購入 |
| 50 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |