CIK: 0001799877
申告総資産額
$7.2億
| # | 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 | 5.07% | -0.11% | -1.67% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.48% | -0.51% | -1.24% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.99% | -1.04% | -1.15% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.94% | -0.12% | -0.36% | |
| 5 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.77% | -0.13% | +0.72% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.63% | -0.27% | -1.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | -0.65% | -1.72% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.20% | -0.22% | +2.92% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.17% | -0.17% | -1.86% | |
| 10 | DLTR | Dollar Tree INC | 株式-生活必需品 | 2.14% | -0.32% | +0.96% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.99% | — | +0.79% | |
| 12 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.86% | — | +0.50% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.76% | -0.22% | +1.25% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.76% | +0.54% | -0.66% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.74% | -0.14% | -1.57% | |
| 16 | MKL | Markel Group INC | 株式-金融 | 1.68% | -0.17% | -0.14% | |
| 17 | BN | Brookfield CORP | 株式-金融 | 1.61% | -0.21% | -0.30% | |
| 18 | FISV | Fiserv INC | 株式-その他 | 1.59% | — | -2.32% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.47% | +0.18% | -1.78% | |
| 20 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.45% | +0.16% | -1.33% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.44% | -0.22% | +0.37% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.41% | -0.15% | +1.13% | |
| 23 | MET | Metlife INC | 株式-金融 | 1.40% | -0.07% | -1.41% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.32% | -0.10% | -1.39% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.30% | +0.23% | +0.78% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.26% | — | -29.98% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.25% | — | -3.32% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.20% | +0.17% | +2.36% | |
| 29 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.19% | -0.22% | +2.36% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | +0.30% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.13% | +3.14% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 1.12% | — | +1.50% | |
| 33 | AON | Aon plc | 株式-金融 | 1.09% | — | +1.57% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +2.37% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 1.07% | — | -1.08% | |
| 36 | UL | Unilever PLC | 株式-生活必需品 | 1.06% | — | -7.70% | |
| 37 | RY | Royal Bank Of Canada | 株式-金融 | 1.06% | — | -2.28% | |
| 38 | ADI | Analog Devices INC | 株式-IT | 1.05% | +0.22% | +22.76% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.04% | — | +0.04% | |
| 40 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.02% | — | +0.45% | |
| 41 | KMX | Carmax INC | 株式-一般消費財 | 1.01% | — | +0.46% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.99% | — | +0.65% | |
| 43 | NEM | Newmont CORP | 株式-素材 | 0.98% | -0.10% | -0.37% | |
| 44 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.96% | — | +1.59% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | -0.63% | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.82% | -0.08% | +1.00% | |
| 47 | IVZ | Invesco Ltd. | 株式-金融 | 0.82% | -0.09% | -0.28% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.81% | — | +0.29% | |
| 49 | JBL | Jabil INC | 株式-IT | 0.80% | -0.33% | EXIT | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.27% | +3.24% |