CIK: 0001476804
申告総資産額
$16.1億
上位200銘柄を表示中（全311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-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.42% | -0.59% | +2.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.33% | -0.29% | +1.35% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.06% | -0.67% | +3.22% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.73% | -0.35% | +2.63% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.52% | -0.09% | +5.62% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.82% | — | -0.22% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | -0.08% | +2.90% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.75% | — | -2.89% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.73% | — | +13.05% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.23% | -11.27% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.37% | — | +13.47% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.18% | +2.75% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.22% | -0.10% | +1.18% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.21% | — | +1.81% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.20% | -0.20% | +1.67% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.10% | -0.15% | +2.36% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | +2.33% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.02% | — | +21.77% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | +0.46% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.97% | — | +36.51% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | +23.63% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.11% | +0.44% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.88% | — | +9.57% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | +0.09% | +10.92% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.85% | — | +2.69% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.84% | +0.16% | +8.85% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +2.66% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.82% | — | +28.07% | |
| 29 | PGR | Progressive CORP | 株式-金融 | 0.76% | -0.08% | +1.46% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | +4.31% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.06% | +1.25% | |
| 32 | VDE | Vanguard Energy ETF | ETF-その他 | 0.72% | +0.20% | +0.56% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | — | -4.09% | |
| 34 | MKL | Markel Group INC | 株式-金融 | 0.71% | — | +9.15% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.09% | +0.56% | |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.69% | — | -2.54% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +1.91% | |
| 38 | BATRAUSD | Liberty Media Corp-braves A | 株式-その他 | 0.68% | — | -0.08% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.10% | +2.35% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | -17.80% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | -8.29% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.62% | — | -1.24% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +1.35% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.58% | — | +23.56% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | — | -21.72% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.55% | — | +4.67% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | — | +9.58% | |
| 48 | SUB | Ishares Short-term National | ETF-その他 | 0.54% | — | -2.05% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +1.04% | |
| 50 | FAST | Fastenal Co | 株式-資本財 | 0.53% | +0.11% | +7.33% |