CIK: 0001719739
申告総資産額
$6.9億
| # | 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 | 7.32% | -0.20% | +0.23% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.88% | -0.26% | -54.93% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.64% | -0.75% | -1.16% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 3.24% | — | +0.13% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.19% | -0.78% | -0.70% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.87% | -0.20% | +1.81% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.85% | -0.19% | +2.15% | |
| 8 | RMD | Resmed INC | 株式-ヘルスケア | 2.71% | — | -0.59% | |
| 9 | ROST | Ross Stores INC | 株式-一般消費財 | 2.68% | — | +0.05% | |
| 10 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.62% | — | +1.56% | |
| 11 | TXN | Texas Instruments INC | 株式-IT | 2.57% | — | +2.15% | |
| 12 | MUSA | Murphy USA INC | 株式-一般消費財 | 2.52% | +0.74% | — | |
| 13 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.44% | — | +0.59% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.42% | -0.23% | — | |
| 15 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.34% | — | +0.89% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.31% | — | +1.37% | |
| 17 | MUR | Murphy Oil CORP | 株式-エネルギー | 2.29% | +0.30% | — | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 2.29% | — | +0.94% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 2.26% | — | +1.14% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.24% | — | +0.36% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.97% | — | -0.47% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.86% | — | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.84% | — | +11.36% | |
| 24 | CPT | Camden Property Trust | 株式-不動産 | 1.83% | — | +0.98% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 1.80% | — | +2.22% | |
| 26 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.77% | — | +3.53% | |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.73% | — | +1.84% | |
| 28 | ADBE | Adobe INC | 株式-IT | 1.63% | — | +2.67% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | +1.96% | |
| 30 | XHC | Heritage Commerce CORP | 株式-その他 | 1.38% | — | +6.06% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.10% | +1.12% | |
| 32 | ABCB | Ameris Bancorp | 株式-金融 | 1.29% | — | +6.87% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.28% | +0.23% | +1.55% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.25% | -0.12% | +0.06% | |
| 35 | CB | Chubb Limited | 株式-金融 | 1.23% | — | +2.15% | |
| 36 | BR | Broadridge Financial Solutio | 株式-IT | 1.23% | -0.15% | +3.79% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.13% | -7.56% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.09% | — | +3.83% | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 1.07% | -0.25% | +1.61% | |
| 40 | SEDG | Solaredge Technologies INC | 株式-IT | 1.04% | — | +3.52% | |
| 41 | VMI | Valmont Industries | 株式-資本財 | 0.90% | — | -2.26% | |
| 42 | TRMB | Trimble INC | 株式-IT | 0.88% | -0.10% | +2.97% | |
| 43 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.84% | — | -30.88% | |
| 44 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.72% | — | +156.77% | |
| 45 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.66% | — | +5.42% | |
| 46 | IAA-WUSD | Iaa INC | 株式-その他 | 0.66% | — | +3.52% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.65% | — | — | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.58% | — | — | |
| 49 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.52% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.49% | — | -1.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -0.70% | 減少 |
| 2 | MUSA | Murphy USA INC | +0.6% | — | 変化なし |
| 3 | UNH | Unitedhealth Group INC | +0.4% | -0.47% | 減少 |
| 4 | SH1USD | Proshares Short S&p500 | +0.4% | +156.77% | 増加 |
| 5 | AMGN | Amgen INC | +0.4% | +0.94% | 増加 |
| 6 | MUR | Murphy Oil CORP | +0.3% | — | 変化なし |
| 7 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +1.84% | 増加 |
| 8 | DIS | Walt Disney Co/the | +0.3% | +11.36% | 増加 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.23% | 増加 |
| 10 | ADBE | Adobe INC | +0.2% | +2.67% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.2% | -1.16% | 減少 |
| 12 | RMD | Resmed INC | +0.2% | -0.59% | 減少 |
| 13 | UNP | Union Pacific CORP | +0.2% | +0.13% | 増加 |
| 14 | ATVIEUR | Activision Blizzard INC | +0.2% | +3.53% | 増加 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.81% | 増加 |
| 16 | XHC | Heritage Commerce CORP | +0.1% | +6.06% | 増加 |
| 17 | SEDG | Solaredge Technologies INC | +0.1% | +3.52% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.12% | 増加 |
| 19 | LOW | Lowe's Cos INC | +0.1% | +0.89% | 増加 |
| 20 | ABCB | Ameris Bancorp | +0.1% | +6.87% | 増加 |
| 21 | PANW | Palo Alto Networks INC | +0.1% | +1.61% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.1% | +2.15% | 増加 |
| 23 | MRK | Merck & Co. INC. | +0.1% | +1.37% | 増加 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 25 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.06% | 増加 |
| 26 | NKE | Nike INC -cl B | +0.1% | +0.59% | 増加 |
| 27 | IAA-WUSD | Iaa INC | +0.1% | +3.52% | 増加 |
| 28 | ZTS | Zoetis INC | +0.1% | +1.56% | 増加 |
| 29 | VXF | Vanguard Extended Market ETF | 0% | — | 変化なし |
| 30 | TRMB | Trimble INC | 0% | +2.97% | 増加 |
| 31 | ARE | Alexandria Real Estate Equit | 0% | +5.42% | 増加 |
| 32 | MCHP | Microchip Technology INC | 0% | -2.54% | 減少 |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | — | 変化なし |
| 34 | MA | Mastercard INC - A | 0% | -1.33% | 減少 |
| 35 | ROST | Ross Stores INC | — | +0.05% | 増加 |
| 36 | HON | Honeywell International INC | — | +1.14% | 増加 |
| 37 | NEE | Nextera Energy INC | — | +1.55% | 増加 |
| 38 | VMI | Valmont Industries | — | -2.26% | 減少 |
| 39 | ABBV | Abbvie INC | -0.1% | -46.59% | 減少 |
| 40 | CPT | Camden Property Trust | -0.2% | +0.98% | 増加 |
| 41 | BA | Boeing Co/the | -0.4% | +2.22% | 増加 |
| 42 | 6D8 | Dupont De Nemours INC | -0.6% | -30.88% | 減少 |
| 43 | AAPL | Apple INC | -3.9% | -54.93% | 減少 |
| 44 | EOG | Eog Resources INC | — | EXIT | 全売却 |
| 45 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 46 | SIVBEUR | Svb Financial Group | — | NEW | 新規購入 |
| 47 | IYM | Ishares U.s. Basic Materials | — | NEW | 新規購入 |
| 48 | BKH | Black Hills CORP | — | EXIT | 全売却 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | 全売却 |
| 50 | CTLEUR | Centurylink INC | — | EXIT | 全売却 |