CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全221銘柄）
| # | 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 | MKL | Markel Group INC | 株式-金融 | 2.75% | — | -4.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.74% | — | -5.77% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.50% | — | -0.54% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.40% | -0.38% | +50.10% | |
| 5 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 2.13% | +0.09% | +1.41% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.21% | +14.10% | |
| 7 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.64% | -0.25% | +73.74% | |
| 8 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.60% | — | -2.87% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 1.59% | — | -6.77% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 1.50% | — | -10.98% | |
| 11 | CPRT | Copart INC | 株式-資本財 | 1.47% | +0.02% | -3.33% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | -3.83% | |
| 13 | KMX | Carmax INC | 株式-一般消費財 | 1.38% | — | +19.76% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.36% | — | -14.29% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | — | -19.16% | |
| 16 | MTB | M & T Bank CORP | 株式-金融 | 1.26% | — | -11.09% | |
| 17 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 1.25% | — | -40.50% | |
| 18 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.25% | — | +42.19% | |
| 19 | USB | US Bancorp | 株式-金融 | 1.24% | +0.06% | -6.10% | |
| 20 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 1.23% | — | +25.32% | |
| 21 | 9990302D | Apache CORP | 株式-その他 | 1.23% | — | +25.05% | |
| 22 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.20% | — | -10.88% | |
| 23 | EBAY | Ebay INC | 株式-一般消費財 | 1.16% | — | +30.72% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.14% | — | -1.34% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | — | +41.47% | |
| 26 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.07% | — | +129.63% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.07% | — | -13.70% | |
| 28 | BAX | Baxter International INC | 株式-ヘルスケア | 0.99% | — | -7.99% | |
| 29 | OMC | Omnicom Group | 株式-通信サービス | 0.97% | — | -30.51% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.96% | — | -5.97% | |
| 31 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.95% | — | -6.20% | |
| 32 | ✓ | 株式-その他 | 0.94% | — | +46.73% | ||
| 33 | ROST | Ross Stores INC | 株式-一般消費財 | 0.92% | — | +12.71% | |
| 34 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.92% | -0.49% | EXIT | |
| 35 | WRB | Wr Berkley CORP | 株式-金融 | 0.89% | — | -16.88% | |
| 36 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.88% | — | -2.56% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | -9.96% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.87% | — | -2.82% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.86% | — | -43.40% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | -0.58% | |
| 41 | BRO | Brown & Brown INC | 株式-金融 | 0.84% | — | +37.77% | |
| 42 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.82% | — | -18.79% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.79% | — | -30.59% | |
| 44 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.78% | +0.09% | -8.91% | |
| 45 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 0.78% | — | -3.66% | |
| 46 | JWNUSD | Nordstrom INC | 株式-その他 | 0.78% | — | -2.48% | |
| 47 | NTRS | Northern Trust CORP | 株式-金融 | 0.75% | — | +11.16% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.75% | — | -6.63% | |
| 49 | AIG | American International Group | 株式-金融 | 0.74% | — | +32.75% | |
| 50 | DVA | Davita INC | 株式-ヘルスケア | 0.71% | — | -2.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +1% | +50.10% | 増加 |
| 2 | DISCKUSD | Discovery Inc-c | +0.7% | +73.74% | 増加 |
| 3 | OXY | Occidental Petroleum CORP | +0.7% | +129.63% | 増加 |
| 4 | 9990302D | Apache CORP | +0.5% | +25.05% | 増加 |
| 5 | AMGN | Amgen INC | +0.5% | +3907.33% | 増加 |
| 6 | KMX | Carmax INC | +0.4% | +19.76% | 増加 |
| 7 | ✓ | +0.4% | +46.73% | 増加 | |
| 8 | VTV | Vanguard Value ETF | +0.4% | +41.47% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.4% | +14.10% | 増加 |
| 10 | BAM | Brookfield Asset Management Ltd. | +0.3% | +1.41% | 増加 |
| 11 | ROK | Rockwell Automation, Inc. | +0.3% | +25.32% | 増加 |
| 12 | FCX | Freeport-mcmoran INC | +0.3% | +559.06% | 増加 |
| 13 | LBTYA | Liberty Global Ltd. | +0.3% | +28.67% | 増加 |
| 14 | JECUSD | Jacobs Engineering Group INC | +0.3% | +42.19% | 増加 |
| 15 | BRO | Brown & Brown INC | +0.3% | +37.77% | 増加 |
| 16 | AIG | American International Group | +0.3% | +32.75% | 増加 |
| 17 | NOVEUR | National Oilwell Varco INC | +0.2% | +43.02% | 増加 |
| 18 | ACN | Accenture plc | -0.1% | -14.29% | 減少 |
| 19 | JNJ | Johnson & Johnson | -0.1% | -19.16% | 減少 |
| 20 | GD | General Dynamics CORP | -0.2% | -49.20% | 減少 |
| 21 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -58.06% | 減少 |
| 22 | VGT | Vanguard Info Tech ETF | -0.2% | -30.59% | 減少 |
| 23 | ✓ | -0.2% | -40.36% | 減少 | |
| 24 | SLB | Slb LTD | -0.3% | -43.40% | 減少 |
| 25 | OMC | Omnicom Group | -0.4% | -30.51% | 減少 |
| 26 | PM | Philip Morris International | -0.5% | -97.18% | 減少 |
| 27 | MMM | 3m Co | -0.5% | -64.26% | 減少 |
| 28 | GOOG | Alphabet A | -0.6% | -92.29% | 減少 |
| 29 | AAP | Advance Auto Parts INC | -0.6% | -40.50% | 減少 |
| 30 | VGK | Vanguard Ftse Europe ETF | -0.6% | -85.63% | 減少 |
| 31 | ✓ | Directv | -1.6% | -92.27% | 減少 |
| 32 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 全売却 |
| 33 | MSFT | Microsoft Corporation | — | EXIT | 全売却 |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 全売却 |
| 35 | BND | Vanguard Total Bond Market | — | EXIT | 全売却 |
| 36 | VCIT | Vanguard Int-term Corporate | — | EXIT | 全売却 |
| 37 | BOND | Pimco Active Bond Exchange-t | — | EXIT | 全売却 |
| 38 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 全売却 |
| 39 | WAIREUR | Wesco Aircraft Holdings INC | — | NEW | 新規購入 |
| 40 | MET | Metlife INC | — | NEW | 新規購入 |
| 41 | BBBYEUR | 20230930-dk-butterfly-1 INC | — | EXIT | 全売却 |
| 42 | DE | Deere & Co | — | NEW | 新規購入 |
| 43 | CDW | Cdw Corp/de | — | NEW | 新規購入 |
| 44 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | TIP | Ishares Tips Bond ETF | — | EXIT | 全売却 |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新規購入 |
| 49 | ALB | Albemarle CORP | — | NEW | 新規購入 |
| 50 | BHP | Bhp Group Ltd-spon Adr | — | NEW | 新規購入 |