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 | 10.20% | +1.02% | +0.02% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.24% | -0.59% | +20.40% | |
| 3 | SHEL | Shell Plc-adr | 株式-エネルギー | 7.73% | -2.21% | EXIT | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.09% | -1.17% | +36.76% | |
| 5 | APH | Amphenol Corp-cl A | 株式-IT | 5.56% | -0.61% | +52.19% | |
| 6 | AURA | Aura Biosciences INC | 株式-その他 | 4.99% | +0.37% | -11.81% | |
| 7 | TROW | T Rowe Price Group INC | 株式-金融 | 4.65% | — | -2.08% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.58% | -1.33% | +1525.55% | |
| 9 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 4.44% | — | -15.26% | |
| 10 | CE | Celanese CORP | 株式-素材 | 4.22% | — | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.06% | -0.40% | -26.93% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.39% | -1.24% | EXIT | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.35% | — | -13.89% | |
| 14 | ACN | Accenture plc | 株式-IT | 3.18% | — | +59141.18% | |
| 15 | MKL | Markel Group INC | 株式-金融 | 2.80% | -0.30% | +17475.00% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.54% | +1.02% | -52.97% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 2.19% | +1.25% | -19.84% | |
| 18 | ADBE | Adobe INC | 株式-IT | 1.98% | -0.24% | +586700.00% | |
| 19 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.98% | — | -7.26% | |
| 20 | SPWH | Sportsman's Warehouse Holdin | 株式-その他 | 1.62% | — | -9.06% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.36% | — | -73.14% | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 1.14% | — | -76.29% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.08% | — | -62.65% | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 0.90% | — | +98.03% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | -2.13% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | -5.73% | |
| 27 | ✓ | 株式-その他 | 0.73% | — | +0.01% | ||
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | — | +4.80% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.71% | — | +9.64% | |
| 30 | XEL | Xcel Energy INC | 株式-公益事業 | 0.67% | — | -0.17% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.50% | — | — | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.45% | — | — | |
| 33 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.36% | — | — | |
| 34 | MCO | Moody's CORP | 株式-金融 | 0.34% | — | — | |
| 35 | ✓ | Imago Biosciences INC | 株式-その他 | 0.33% | — | -0.22% | |
| 36 | TEL | TE Connectivity plc | 株式-IT | 0.32% | — | -44.29% |