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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.26% | -0.59% | +1.33% | |
| 2 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.39% | +1.02% | -16.96% | |
| 3 | CRH | CRH plc | 株式-素材 | 6.26% | — | +0.48% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 5.81% | -0.30% | +5.04% | |
| 5 | SHEL | Shell Plc-adr | 株式-エネルギー | 4.51% | -2.21% | EXIT | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 4.16% | — | +0.89% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.04% | -1.17% | -7.33% | |
| 8 | APH | Amphenol Corp-cl A | 株式-IT | 4.02% | -0.61% | -28.76% | |
| 9 | ALEX | Alexander & Baldwin INC | 株式-その他 | 3.97% | -0.24% | EXIT | |
| 10 | AURA | Aura Biosciences INC | 株式-その他 | 3.92% | +0.37% | +11.37% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.49% | +0.62% | +698.10% | |
| 12 | CRL | Charles River Laboratories | 株式-ヘルスケア | 3.09% | — | +14.46% | |
| 13 | VLTO | Veralto CORP | 株式-資本財 | 3.03% | — | +8.21% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.02% | +1.02% | +5.49% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.82% | — | -0.05% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 2.64% | — | -7.32% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.63% | — | -4.38% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.38% | — | -0.53% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 2.37% | — | -8.42% | |
| 20 | CB | Chubb Limited | 株式-金融 | 1.92% | -0.49% | +336.15% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.83% | — | +0.60% | |
| 22 | DE | Deere & Co | 株式-資本財 | 1.61% | — | -11.94% | |
| 23 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 1.58% | — | — | |
| 24 | AFL | Aflac INC | 株式-金融 | 1.52% | -1.58% | EXIT | |
| 25 | AON | Aon plc | 株式-金融 | 1.36% | -1.79% | EXIT | |
| 26 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 1.31% | — | +14.82% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | -1.59% | EXIT | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.05% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.86% | -0.09% | — | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.81% | — | -16.66% | |
| 31 | NVST | Envista Holdings CORP | 株式-ヘルスケア | 0.77% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | +1.25% | -1.43% | |
| 33 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.67% | — | +7.22% | |
| 34 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.58% | — | -28.41% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -1.33% | -0.54% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.40% | -6.36% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | -6.71% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | — | |
| 40 | ✓ | Vectivbio Holding | 株式-その他 | 0.32% | — | — | |
| 41 | ZNTL | Zentalis Pharmaceuticals INC | 株式-その他 | 0.30% | — | -1.01% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | -0.15% | +6.02% | |
| 43 | MATX | Matson INC | 株式-資本財 | 0.21% | — | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.20% | — | -11.11% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.20% | — | — | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.17% | — | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.15% | — | +16.22% | |
| 48 | DAWNGBX | Day One Biopharmaceuticals I | 株式-その他 | 0.12% | — | -8.33% |