CIK: 0001740063
申告総資産額
$2.5億
上位200銘柄を表示中（全410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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 8.51% | -0.63% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.24% | -0.03% | -3.86% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.65% | -0.32% | +10.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.08% | -0.28% | +0.08% | |
| 5 | CAT | Caterpillar INC | 株式-資本財 | 2.73% | +1.40% | -0.32% | |
| 6 | AMAT | Applied Materials INC | 株式-IT | 2.11% | +2.14% | -0.28% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 1.81% | -1.51% | EXIT | |
| 8 | ORCL | Oracle CORP | 株式-IT | 1.70% | — | -0.20% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.68% | — | +55.48% | |
| 10 | PH | Parker Hannifin CORP | 株式-資本財 | 1.50% | -0.08% | -0.14% | |
| 11 | ABM | Abm Industries INC | 株式-その他 | 1.44% | — | -0.58% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.32% | — | +0.87% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | -0.36% | -0.58% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | — | |
| 15 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.19% | -0.29% | — | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | +0.34% | -0.23% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.11% | — | +6.68% | |
| 18 | USB | US Bancorp | 株式-金融 | 1.08% | +0.01% | -0.12% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.01% | -0.15% | -0.95% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | +0.18% | +8.45% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.99% | — | +0.04% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.02% | +0.01% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.98% | -0.02% | -0.17% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | +0.01% | -0.65% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -0.29% | |
| 26 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.93% | -0.04% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | +0.05% | +7.27% | |
| 28 | TT | Trane Technologies plc | 株式-資本財 | 0.88% | — | -6.79% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.88% | — | -0.23% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.86% | -0.37% | -0.15% | |
| 31 | INGR | Ingredion INC | 株式-生活必需品 | 0.84% | -0.17% | +3.07% | |
| 32 | GLW | Corning INC | 株式-IT | 0.84% | +1.00% | -0.23% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | — | -3.17% | |
| 34 | C | Citigroup INC | 株式-金融 | 0.81% | +0.08% | — | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.79% | — | — | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | +2.63% | |
| 37 | ALL | Allstate CORP | 株式-金融 | 0.78% | — | +0.01% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.77% | -0.24% | +0.12% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.75% | -0.01% | -0.17% | |
| 40 | FISV | Fiserv INC | 株式-その他 | 0.71% | — | — | |
| 41 | SXI | Standex International CORP | 株式-その他 | 0.71% | +0.17% | — | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | -14.12% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | -0.09% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | +0.04% | -0.03% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | -0.18% | +0.63% | |
| 46 | LHX | L3harris Technologies INC | 株式-資本財 | 0.62% | — | -0.20% | |
| 47 | VSH | Vishay Intertechnology INC | 株式-その他 | 0.60% | +0.65% | -6.95% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -0.03% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.56% | -0.38% | EXIT | |
| 50 | TXT | Textron INC | 株式-資本財 | 0.56% | — | -0.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +8.5% | NEW | 新規購入 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.08% | 増加 |
| 3 | ORCL | Oracle CORP | +0.5% | -0.20% | 減少 |
| 4 | SCHO | Schwab Short-term US Treas | +0.5% | +55.48% | 増加 |
| 5 | COF | Capital One Financial CORP | +0.3% | NEW | 新規購入 |
| 6 | AMAT | Applied Materials INC | +0.3% | -0.28% | 減少 |
| 7 | CAT | Caterpillar INC | +0.2% | -0.32% | 減少 |
| 8 | WKC | World Kinect CORP | +0.1% | NEW | 新規購入 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.45% | 増加 |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | +0.1% | +55.33% | 増加 |
| 11 | AMZN | Amazon.com INC | +0.1% | +7.27% | 増加 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | +25.72% | 増加 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +2.61% | 増加 |
| 14 | TT | Trane Technologies plc | +0.1% | -6.79% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +0.01% | 増加 |
| 16 | C | Citigroup INC | +0.1% | — | 変化なし |
| 17 | PH | Parker Hannifin CORP | +0.1% | -0.14% | 減少 |
| 18 | BKNG | Booking Holdings INC | +0.1% | — | 変化なし |
| 19 | AXP | American Express Co | +0.1% | -0.17% | 減少 |
| 20 | LHX | L3harris Technologies INC | +0.1% | -0.20% | 減少 |
| 21 | DIS | Walt Disney Co/the | +0.1% | -2.03% | 減少 |
| 22 | ETN | Eaton Corporation plc | 0% | -4.89% | 減少 |
| 23 | INTU | Intuit INC | 0% | — | 変化なし |
| 24 | GLW | Corning INC | 0% | -0.23% | 減少 |
| 25 | CAH | Cardinal Health INC | 0% | -1.21% | 減少 |
| 26 | META | Meta Platforms Inc-class A | 0% | -0.59% | 減少 |
| 27 | CSCO | Cisco Systems INC | 0% | -0.23% | 減少 |
| 28 | HON | Honeywell International INC | 0% | +0.03% | 増加 |
| 29 | WFC | Wells Fargo & Co | 0% | -0.23% | 減少 |
| 30 | CSX | Csx CORP | 0% | — | 変化なし |
| 31 | MCK | Mckesson CORP | 0% | — | 変化なし |
| 32 | NSC | Norfolk Southern CORP | 0% | — | 変化なし |
| 33 | USB | US Bancorp | 0% | -0.12% | 減少 |
| 34 | ENR | Energizer Holdings INC | -0.1% | -10.70% | 減少 |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | -0.20% | 減少 |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | +0.47% | 増加 |
| 37 | COP | Conocophillips | -0.1% | — | 変化なし |
| 38 | PEP | Pepsico INC | -0.1% | -0.57% | 減少 |
| 39 | CVX | Chevron CORP | -0.1% | +0.70% | 増加 |
| 40 | MRK | Merck & Co. INC. | -0.2% | +2.63% | 増加 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -0.29% | 減少 |
| 42 | BMY | Bristol-myers Squibb Co | -0.2% | — | 変化なし |
| 43 | VZ | Verizon Communications INC | -0.2% | -0.58% | 減少 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | — | 変化なし |
| 45 | ABBV | Abbvie INC | -0.2% | -0.65% | 減少 |
| 46 | DFSEUR | Discover Financial Services | -0.3% | EXIT | 全売却 |
| 47 | TMO | Thermo Fisher Scientific INC | -0.3% | +6.68% | 増加 |
| 48 | FISV | Fiserv INC | -0.3% | — | 変化なし |
| 49 | AAPL | Apple INC | -1.2% | -3.86% | 減少 |
| 50 | VMC | Vulcan Materials Co | -5% | EXIT | 全売却 |