CIK: 0001568540
申告総資産額
$16.3億
| # | 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 | 11.31% | +0.97% | -0.79% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 9.53% | -0.09% | -0.32% | |
| 3 | ANET | Arista Networks INC | 株式-IT | 6.67% | +0.01% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 6.62% | -0.67% | -0.99% | |
| 5 | BN | Brookfield CORP | 株式-金融 | 5.48% | +0.06% | -1.30% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 4.44% | -0.06% | -1.92% | |
| 7 | ROST | Ross Stores INC | 株式-一般消費財 | 4.09% | +1.35% | -0.70% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 4.01% | -2.43% | +0.17% | |
| 9 | SPGI | S&p Global INC | 株式-金融 | 3.86% | -0.21% | -0.58% | |
| 10 | MNST | Monster Beverage CORP | 株式-生活必需品 | 3.40% | +0.28% | -2.34% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 3.33% | -0.37% | +0.42% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 3.23% | +0.10% | +0.30% | |
| 13 | PAYC | Paycom Software INC | 株式-IT | 3.13% | +0.02% | -1.84% | |
| 14 | MKL | Markel Group INC | 株式-金融 | 3.07% | +0.06% | -0.19% | |
| 15 | ADBE | Adobe INC | 株式-IT | 3.00% | -0.19% | +2.40% | |
| 16 | ACN | Accenture plc | 株式-IT | 2.94% | +0.03% | -0.21% | |
| 17 | INTU | Intuit INC | 株式-IT | 2.81% | -0.48% | -0.23% | |
| 18 | NXPI | NXP Semiconductors N.V. | 株式-IT | 2.50% | +0.11% | +0.08% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.23% | +0.21% | +6.30% | |
| 20 | DG | Dollar General CORP | 株式-生活必需品 | 1.95% | -0.03% | -16.37% | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 1.91% | -0.96% | -0.03% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.69% | +0.26% | — | |
| 23 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 1.69% | — | -0.09% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.32% | +0.27% | -0.40% | |
| 25 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.15% | -0.35% | EXIT | |
| 26 | JNP | Juniper Networks INC | 株式-その他 | 0.71% | — | +16.53% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.47% | +0.03% | -5.33% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | — | -0.44% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | +0.01% | -14.85% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | +0.01% | -17.74% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | — | -1.50% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | -1.97% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | -6.46% | |
| 35 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.11% | -0.02% | EXIT | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | +153.76% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.08% | — | -7.52% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.08% | — | -2.64% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.08% | — | +19.73% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.07% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.06% | — | — | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.06% | — | -10.74% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.05% | — | +0.22% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.05% | — | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.05% | -0.02% | -9.46% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.04% | — | -3.93% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.04% | — | -10.88% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.04% | — | +1.47% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.03% | — | — |