CIK: 0001785717
申告総資産額
$1.5億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 12.37% | +1.22% | +65.24% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.96% | +0.18% | +221.60% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.23% | — | +98.78% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.15% | +0.40% | -6.86% | |
| 5 | WK | Workiva INC | 株式-IT | 3.78% | -2.15% | -5.11% | |
| 6 | ADBE | Adobe INC | 株式-IT | 3.70% | — | -2.90% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 3.39% | — | -0.74% | |
| 8 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.36% | — | — | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.31% | -1.53% | EXIT | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.26% | +0.17% | -3.19% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.04% | — | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.94% | -0.63% | -3.82% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.37% | -2.83% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.65% | +0.06% | -2.75% | |
| 15 | BAX | Baxter International INC | 株式-ヘルスケア | 2.57% | — | -1.02% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 2.46% | — | +759.58% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | +0.29% | -2.13% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 2.05% | — | +46.24% | |
| 19 | CLX | Clorox Company | 株式-生活必需品 | 2.03% | — | -2.29% | |
| 20 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.02% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | — | -0.41% | |
| 22 | COR1EUR | Coresite Realty CORP | 株式-その他 | 1.95% | — | — | |
| 23 | ESLT | Elbit Systems Ltd. | 株式-資本財 | 1.79% | — | +25.26% | |
| 24 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.68% | — | — | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.68% | — | -3.37% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | +0.20% | -6.57% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.27% | -0.03% | -2.46% | |
| 28 | CBT | Cabot CORP | 株式-素材 | 1.26% | — | — | |
| 29 | XHS | Ss Spdr S&p Hc Services ETF | ETF-その他 | 1.10% | — | — | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.06% | — | +8.58% | |
| 31 | INTC | Intel CORP | 株式-IT | 1.01% | — | — | |
| 32 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.87% | — | +2.94% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.76% | +0.02% | +268.23% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.75% | +0.30% | -5.50% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.69% | +0.29% | +92.93% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | — | |
| 37 | RVTY | Revvity INC | 株式-ヘルスケア | 0.63% | — | -3.01% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.62% | +0.05% | — | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | +0.23% | +2.07% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.37% | — | |
| 41 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.54% | +0.66% | -4.80% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.47% | — | — | |
| 43 | IQLT | Ishares Msci International Q | ETF-その他 | 0.46% | +0.59% | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | — | |
| 45 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.46% | — | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.45% | +0.07% | -7.77% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.42% | — | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.34% | +0.08% | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | +4.14% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2.5% | +221.60% | 増加 |
| 2 | BA | Boeing Co/the | +2.1% | +759.58% | 増加 |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | +0.9% | +98.78% | 増加 |
| 4 | VGSH | Vanguard Short-term Treasury | +0.7% | +65.24% | 増加 |
| 5 | PYPL | Paypal Holdings INC | +0.5% | -0.74% | 減少 |
| 6 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +268.23% | 増加 |
| 7 | WM | Waste Management INC | +0.2% | +92.93% | 増加 |
| 8 | PEP | Pepsico INC | +0.1% | +46.24% | 増加 |
| 9 | WK | Workiva INC | 0% | -5.11% | 減少 |
| 10 | VUG | Vanguard Growth ETF | -0.1% | — | 変化なし |
| 11 | ABBV | Abbvie INC | -0.1% | — | 変化なし |
| 12 | RVTY | Revvity INC | -0.1% | -3.01% | 減少 |
| 13 | UNP | Union Pacific CORP | -0.2% | +2.07% | 増加 |
| 14 | VOO | Vanguard S&p 500 ETF | -0.2% | — | 変化なし |
| 15 | ZTS | Zoetis INC | -0.3% | +2.94% | 増加 |
| 16 | ESLT | Elbit Systems Ltd. | -0.3% | +25.26% | 増加 |
| 17 | CL | Colgate-palmolive Co | -0.3% | +8.58% | 増加 |
| 18 | HD | Home Depot INC | -0.3% | -6.57% | 減少 |
| 19 | DHR | Danaher CORP | -0.3% | -2.46% | 減少 |
| 20 | NVDA | Nvidia CORP | -0.4% | -3.82% | 減少 |
| 21 | GSY | Invesco Ultra Short Duration | -0.4% | -89.65% | 減少 |
| 22 | INTC | Intel CORP | -0.4% | — | 変化なし |
| 23 | AMZN | Amazon.com INC | -0.4% | -3.19% | 減少 |
| 24 | CLX | Clorox Company | -0.5% | -2.29% | 減少 |
| 25 | ADBE | Adobe INC | -0.6% | -2.90% | 減少 |
| 26 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.13% | 減少 |
| 27 | AAPL | Apple INC | -0.7% | -6.86% | 減少 |
| 28 | MSFT | Microsoft CORP | -0.7% | -2.83% | 減少 |
| 29 | MA | Mastercard INC - A | -0.8% | -2.75% | 減少 |
| 30 | COST | Costco Wholesale CORP | -0.9% | -0.41% | 減少 |
| 31 | TMO | Thermo Fisher Scientific INC | -1% | -6.59% | 減少 |
| 32 | BAX | Baxter International INC | -1.2% | -1.02% | 減少 |
| 33 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | 新規購入 |
| 34 | TIP | Ishares Tips Bond ETF | — | NEW | 新規購入 |
| 35 | EW | Edwards Lifesciences CORP | — | EXIT | 全売却 |
| 36 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | 全売却 |
| 38 | COR1EUR | Coresite Realty CORP | — | NEW | 新規購入 |
| 39 | ✓ | Laboratory CORP Amer Hldgs | — | NEW | 新規購入 |
| 40 | CBT | Cabot CORP | — | NEW | 新規購入 |
| 41 | XHS | Ss Spdr S&p Hc Services ETF | — | NEW | 新規購入 |
| 42 | XLV | Ss Health Care Select Sector | — | EXIT | 全売却 |
| 43 | GDX | Vaneck Gold Miners ETF | — | NEW | 新規購入 |
| 44 | IQLT | Ishares Msci International Q | — | NEW | 新規購入 |
| 45 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 46 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | 全売却 |
| 47 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | 全売却 |
| 48 | PSQUSD | Proshares Short Qqq | — | NEW | 新規購入 |
| 49 | DLR | Digital Realty Trust INC | — | EXIT | 全売却 |
| 50 | XBI | Ss Spdr S&p Biotech ETF | — | EXIT | 全売却 |