CIK: 0001863894
申告総資産額
$2.2億
| # | 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 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.28% | +1.02% | -17.77% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.11% | -0.59% | -24.89% | |
| 3 | CHE | Chemed CORP | 株式-ヘルスケア | 4.61% | — | +23.94% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.29% | -0.40% | -10.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.73% | -1.33% | -10.78% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.62% | +1.02% | +20.17% | |
| 7 | APH | Amphenol Corp-cl A | 株式-IT | 3.36% | -0.61% | -4.02% | |
| 8 | SHEL | Shell Plc-adr | 株式-エネルギー | 3.25% | -2.21% | EXIT | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.20% | -1.24% | EXIT | |
| 10 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.98% | — | — | |
| 11 | MKL | Markel Group INC | 株式-金融 | 2.91% | -0.30% | +931.56% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -1.17% | -34.76% | |
| 13 | D | Dominion Energy INC | 株式-公益事業 | 2.55% | — | +9.20% | |
| 14 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.47% | — | +1.58% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.10% | — | -0.72% | |
| 16 | CRM | Salesforce INC | 株式-IT | 2.05% | — | +11.89% | |
| 17 | PSX | Phillips 66 | 株式-エネルギー | 2.04% | — | — | |
| 18 | AVY | Avery Dennison CORP | 株式-一般消費財 | 2.00% | — | +79.00% | |
| 19 | TROW | T Rowe Price Group INC | 株式-金融 | 1.99% | — | — | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.94% | — | -5.98% | |
| 21 | CME | Cme Group INC | 株式-金融 | 1.93% | — | -5.21% | |
| 22 | NTR | Nutrien LTD | 株式-素材 | 1.92% | +0.94% | NEW | |
| 23 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.85% | — | — | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.85% | — | — | |
| 25 | DE | Deere & Co | 株式-資本財 | 1.76% | — | -22.20% | |
| 26 | XEL | Xcel Energy INC | 株式-公益事業 | 1.74% | — | +8.59% | |
| 27 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.73% | — | +15.09% | |
| 28 | COP | Conocophillips | 株式-エネルギー | 1.72% | — | — | |
| 29 | TWLO | Twilio INC - A | 株式-IT | 1.67% | — | +53.14% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | +1.25% | -30.23% | |
| 31 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 1.59% | — | +51.27% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 1.57% | — | +9118.75% | |
| 33 | EOG | Eog Resources INC | 株式-エネルギー | 1.55% | +1.47% | NEW | |
| 34 | MMM | 3m Co | 株式-資本財 | 1.45% | — | +104.89% | |
| 35 | SPWH | Sportsman's Warehouse Holdin | 株式-その他 | 1.34% | — | +103.98% | |
| 36 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 1.10% | — | +882.80% | |
| 37 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.00% | — | — | |
| 38 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.95% | — | +9.06% | |
| 39 | AJRDEUR | Aerojet Rocketdyne Holdings | 株式-その他 | 0.94% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -21.90% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -43.42% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.55% | +0.62% | -78.36% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.46% | — | -9.77% | |
| 44 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.40% | — | -39.26% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.38% | — | — | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.28% | — | +699.81% | |
| 47 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.24% | — | -9.53% | |
| 48 | KKR | Kkr & Co INC | 株式-金融 | 0.21% | — | -16.67% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | — | +26.38% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.14% | — | +3530.00% |