CIK: 0001719739
申告総資産額
$6.9億
上位200銘柄を表示中（全277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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.70% | — | +4062.90% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.96% | -0.78% | -11.12% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.90% | -0.23% | — | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.37% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.22% | -0.20% | -1.08% | |
| 6 | MUSA | Murphy USA INC | 株式-一般消費財 | 3.20% | +0.74% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 3.18% | -0.26% | -1.55% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.75% | +0.02% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | -0.19% | +0.73% | |
| 10 | ROAD | Construction Partners Inc-a | 株式-資本財 | 1.90% | — | — | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.82% | — | +1.11% | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | -0.25% | +0.16% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | -0.20% | +0.89% | |
| 14 | MTH | Meritage Homes CORP | 株式-一般消費財 | 1.57% | — | +4.87% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.47% | — | +0.47% | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 1.43% | +0.47% | +4.27% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.38% | — | +2.17% | |
| 18 | MUR | Murphy Oil CORP | 株式-エネルギー | 1.37% | +0.30% | — | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.30% | — | +1.12% | |
| 20 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.22% | — | +1.30% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.09% | +0.48% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.09% | — | +1.06% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.08% | — | +1.78% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.04% | — | +2.14% | |
| 25 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.00% | +0.31% | +2.33% | |
| 26 | BX | Blackstone INC | 株式-金融 | 0.98% | -1.09% | +1.23% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.95% | — | +1.88% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | +0.23% | +5.03% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.87% | -0.12% | -0.77% | |
| 30 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.86% | — | +4.81% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.86% | — | +171.41% | |
| 32 | SNPS | Synopsys INC | 株式-IT | 0.83% | -0.11% | +4.00% | |
| 33 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.77% | — | +3.45% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.73% | — | +29.43% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.70% | — | — | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.70% | +0.18% | -0.91% | |
| 37 | GRBK | Green Brick Partners INC | 株式-その他 | 0.67% | — | +258.34% | |
| 38 | TRMB | Trimble INC | 株式-IT | 0.66% | -0.10% | +5.81% | |
| 39 | SCCO | Southern Copper CORP | 株式-素材 | 0.64% | +0.27% | +13.39% | |
| 40 | BR | Broadridge Financial Solutio | 株式-IT | 0.62% | -0.15% | -0.23% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +0.50% | |
| 42 | GXO | Gxo Logistics INC | 株式-資本財 | 0.58% | -0.69% | +0.49% | |
| 43 | WIREEUR | Encore Wire CORP | 株式-その他 | 0.57% | — | +1.36% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.13% | -4.31% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.43% | -0.12% | +885.71% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | +11.69% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.10% | -1.10% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | +1.58% | |
| 49 | VMI | Valmont Industries | 株式-資本財 | 0.37% | — | — | |
| 50 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.36% | — | +18.09% |