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 | 5.74% | -0.11% | -1.17% | |
| 2 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.81% | -0.13% | +0.63% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.77% | -0.12% | -0.96% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 2.55% | -0.27% | +0.95% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.50% | -0.51% | -0.98% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.31% | — | +0.57% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.30% | -1.04% | +1.58% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.15% | -0.22% | +2.08% | |
| 9 | DLTR | Dollar Tree INC | 株式-生活必需品 | 2.07% | -0.32% | +42.62% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | -0.17% | -0.47% | |
| 11 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.00% | — | +1.79% | |
| 12 | MKL | Markel Group INC | 株式-金融 | 1.89% | -0.17% | -0.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.86% | -0.65% | -0.04% | |
| 14 | BN | Brookfield CORP | 株式-金融 | 1.85% | -0.21% | +1.03% | |
| 15 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.85% | -0.22% | +11.52% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.83% | +0.54% | +1.60% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.72% | -0.22% | +0.31% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.68% | -0.15% | +1.31% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.53% | -0.13% | +0.97% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.51% | -0.22% | +3.92% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.51% | -0.10% | -5.98% | |
| 22 | MET | Metlife INC | 株式-金融 | 1.49% | -0.07% | +0.34% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.43% | — | +0.51% | |
| 24 | FISV | Fiserv INC | 株式-その他 | 1.41% | — | -21.74% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.39% | — | +18.04% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.39% | +0.17% | +16.08% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.39% | +0.16% | +1.60% | |
| 28 | AON | Aon plc | 株式-金融 | 1.38% | — | +0.66% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.29% | — | +0.29% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.25% | -0.14% | +0.57% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 1.19% | +0.37% | +38.15% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.18% | — | +26.39% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | — | +6.07% | |
| 34 | NEM | Newmont CORP | 株式-素材 | 1.13% | -0.10% | +5.50% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.07% | +0.23% | +6.67% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | +0.18% | +5.64% | |
| 37 | KMX | Carmax INC | 株式-一般消費財 | 1.05% | — | +4.14% | |
| 38 | RY | Royal Bank Of Canada | 株式-金融 | 0.98% | — | — | |
| 39 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.98% | — | +11.19% | |
| 40 | ADI | Analog Devices INC | 株式-IT | 0.98% | +0.22% | +6.98% | |
| 41 | JBL | Jabil INC | 株式-IT | 0.97% | -0.33% | EXIT | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.97% | — | +9.97% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.94% | — | +0.70% | |
| 44 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.92% | — | +8.12% | |
| 45 | IVZ | Invesco Ltd. | 株式-金融 | 0.85% | -0.09% | +8.58% | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.85% | -0.08% | +0.63% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.80% | -0.11% | +13.53% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.27% | -0.24% | |
| 49 | VSH | Vishay Intertechnology INC | 株式-その他 | 0.74% | +0.23% | +30.86% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | — | -2.86% |