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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.72% | -0.32% | -1.03% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.51% | -0.15% | — | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.05% | -0.83% | -0.45% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.87% | +1.25% | -1.33% | |
| 5 | MKL | Markel Group INC | 株式-金融 | 6.34% | — | -0.74% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 6.34% | — | -0.69% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 4.38% | +0.05% | -0.33% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.12% | — | -1.23% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | +0.16% | -0.60% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.06% | +0.13% | -1.24% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.73% | +0.21% | +0.16% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.16% | -0.16% | -1.43% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.93% | -0.41% | -1.26% | |
| 14 | ROP | Roper Technologies INC | 株式-IT | 1.82% | — | -0.65% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.74% | — | -1.75% | |
| 16 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.66% | -0.16% | -0.32% | |
| 17 | CARR | Carrier Global CORP | 株式-資本財 | 1.63% | +0.31% | -0.42% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.49% | +0.08% | -0.48% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.42% | -0.03% | -0.60% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | +0.03% | -0.05% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | — | -0.29% | |
| 22 | MCO | Moody's CORP | 株式-金融 | 1.14% | — | -0.40% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | +0.02% | -0.42% | |
| 24 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.07% | — | -0.99% | |
| 25 | HGTY | Hagerty Inc-a | 株式-その他 | 1.00% | +0.17% | +2.47% | |
| 26 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.87% | +0.19% | +0.01% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -1.55% | |
| 28 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.82% | — | -0.90% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.81% | — | -0.73% | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.68% | +0.01% | +0.01% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | -0.10% | -0.38% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.58% | -0.19% | -0.51% | |
| 33 | VLTO | Veralto CORP | 株式-資本財 | 0.54% | — | -0.12% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | +0.11% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | +0.08% | -1.51% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.49% | — | -3.10% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 0.43% | — | -2.65% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.41% | — | — | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.41% | — | — | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.40% | +0.02% | -0.17% | |
| 41 | APH | Amphenol Corp-cl A | 株式-IT | 0.36% | +0.06% | +99.17% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | — | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | -8.03% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -0.40% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | -1.06% | |
| 46 | ESAB | Esab CORP | 株式-資本財 | 0.26% | — | +17.14% | |
| 47 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.26% | +0.03% | — | |
| 48 | SPGI | S&p Global INC | 株式-金融 | 0.24% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | +0.05% | +0.49% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.24% | +0.04% | -2.04% |