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 | 4.48% | -0.11% | -1.22% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.42% | -1.04% | -13.77% | |
| 3 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.94% | -0.13% | -1.18% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.84% | -0.12% | -2.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.81% | -0.65% | -8.48% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.78% | -0.27% | -1.21% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.70% | -0.51% | -2.49% | |
| 8 | DLTR | Dollar Tree INC | 株式-生活必需品 | 2.60% | -0.32% | -2.66% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | -0.17% | -1.20% | |
| 10 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.24% | — | -1.28% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.13% | — | +3.65% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.11% | +0.42% | +7.24% | |
| 13 | BN | Brookfield CORP | 株式-金融 | 2.02% | -0.21% | +49.97% | |
| 14 | NEM | Newmont CORP | 株式-素材 | 1.96% | -0.10% | -0.99% | |
| 15 | MKL | Markel Group INC | 株式-金融 | 1.82% | -0.17% | -0.64% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.80% | -0.10% | -0.62% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.62% | +0.17% | +1.01% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.54% | — | -0.42% | |
| 19 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.53% | -0.22% | -2.03% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.52% | -0.15% | -0.53% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.47% | -0.22% | -0.62% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.44% | +0.16% | -0.63% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | +0.54% | -0.15% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | -0.22% | -0.92% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.34% | — | -0.70% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | -0.13% | +1.28% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.32% | -0.22% | -2.37% | |
| 28 | RY | Royal Bank Of Canada | 株式-金融 | 1.25% | — | — | |
| 29 | IVZ | Invesco Ltd. | 株式-金融 | 1.24% | -0.09% | -2.94% | |
| 30 | MET | Metlife INC | 株式-金融 | 1.23% | -0.07% | -0.33% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 1.19% | +0.23% | +46.82% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 1.18% | -0.14% | -0.69% | |
| 33 | ADI | Analog Devices INC | 株式-IT | 1.17% | +0.22% | -0.06% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | +0.18% | +1.39% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | -0.29% | |
| 36 | AON | Aon plc | 株式-金融 | 1.08% | — | +1.90% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.06% | -0.11% | -1.46% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 1.05% | — | +0.69% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 1.05% | +0.37% | -11.17% | |
| 40 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.99% | — | -0.18% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.97% | — | -6.76% | |
| 42 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 0.96% | — | +0.06% | |
| 43 | VSH | Vishay Intertechnology INC | 株式-その他 | 0.81% | +0.23% | -7.37% | |
| 44 | MCO | Moody's CORP | 株式-金融 | 0.80% | -0.08% | -1.08% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.76% | +0.23% | -6.85% | |
| 46 | DFSD | Dimensional Short Duration | ETF-その他 | 0.74% | +0.37% | +6.61% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.27% | -0.42% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.66% | — | -32.89% | |
| 49 | DFAI | Dimensional International Co | ETF-その他 | 0.66% | +0.14% | +7.53% | |
| 50 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.64% | — | -8.42% |