CIK: 0001962933
申告総資産額
$3.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.76% | -0.09% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.71% | +0.45% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.41% | — | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.18% | +0.67% | — | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.57% | — | — | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 3.86% | — | — | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.85% | — | — | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 2.98% | — | — | |
| 9 | MKL | Markel Group INC | 株式-金融 | 2.81% | -0.04% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.76% | +0.23% | — | |
| 11 | S76 | Store Capital CORP | 株式-その他 | 2.57% | — | — | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.55% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.12% | -3.91% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.05% | +0.61% | — | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.78% | +0.08% | — | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.75% | — | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.55% | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.61% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.03% | — | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.56% | +0.48% | — | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.54% | — | — | |
| 22 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.48% | — | — | |
| 23 | LAC1EUR | Lithium Americas CORP | 株式-その他 | 1.43% | — | — | |
| 24 | T | At&t INC | 株式-通信サービス | 1.37% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | +0.08% | — | |
| 26 | MU | Micron Technology INC | 株式-IT | 1.16% | +0.58% | — | |
| 27 | MRNA | Moderna INC | 株式-ヘルスケア | 1.14% | — | — | |
| 28 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.12% | — | — | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.09% | — | — | |
| 30 | PSX | Phillips 66 | 株式-エネルギー | 1.06% | -0.83% | EXIT | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.01% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | — | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.94% | -0.35% | — | |
| 34 | SPG | Simon Property Group INC | 株式-不動産 | 0.92% | -1.07% | — | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | — | |
| 36 | PFGC | Performance Food Group Co | 株式-生活必需品 | 0.70% | — | — | |
| 37 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.67% | -0.38% | — | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.67% | — | — | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | — | |
| 40 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.63% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | — | |
| 42 | CARR | Carrier Global CORP | 株式-資本財 | 0.55% | +0.26% | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | -0.21% | — | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | — | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.53% | +2.62% | NEW | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.52% | — | — | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.51% | — | — | |
| 48 | VFC | Vf CORP | 株式-一般消費財 | 0.51% | — | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.50% | — | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | — |