CIK: 0001719739
申告総資産額
$6.9億
上位200銘柄を表示中（全288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 | 21.66% | — | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 9.50% | -0.78% | +810.47% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.45% | -0.23% | -1.96% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.04% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.94% | -0.20% | +0.71% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.70% | -0.26% | -1.17% | |
| 7 | MUSA | Murphy USA INC | 株式-一般消費財 | 3.44% | +0.74% | -0.07% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.86% | -0.75% | -0.57% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | -0.19% | -0.34% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 1.94% | -0.25% | +0.01% | |
| 11 | ROAD | Construction Partners Inc-a | 株式-資本財 | 1.79% | — | — | |
| 12 | ASML | ASML Holding N.V. | 株式-IT | 1.47% | +0.47% | +1.77% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.20% | -0.33% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.46% | — | -3.40% | |
| 15 | MTH | Meritage Homes CORP | 株式-一般消費財 | 1.39% | — | — | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | -0.06% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | — | +0.29% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.26% | — | -0.18% | |
| 19 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.21% | — | +1.24% | |
| 20 | MUR | Murphy Oil CORP | 株式-エネルギー | 1.18% | +0.30% | -0.09% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.10% | — | -0.23% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.09% | -1.06% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | -7.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.10% | +302.43% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.97% | — | -9.16% | |
| 26 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.96% | +0.31% | -1.08% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.95% | +0.23% | +2.14% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.91% | -1.09% | +2.61% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.89% | — | +10.85% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | -1.12% | |
| 31 | SNPS | Synopsys INC | 株式-IT | 0.84% | -0.11% | +0.81% | |
| 32 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.80% | — | +0.65% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | -0.12% | -0.18% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.73% | — | +18.79% | |
| 35 | SCCO | Southern Copper CORP | 株式-素材 | 0.67% | +0.27% | +8.60% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.65% | — | — | |
| 37 | GRBK | Green Brick Partners INC | 株式-その他 | 0.62% | — | +0.46% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.61% | +0.18% | +0.67% | |
| 39 | BR | Broadridge Financial Solutio | 株式-IT | 0.58% | -0.15% | +0.80% | |
| 40 | TRMB | Trimble INC | 株式-IT | 0.54% | -0.10% | -0.79% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +0.59% | |
| 42 | GXO | Gxo Logistics INC | 株式-資本財 | 0.54% | -0.69% | +2.55% | |
| 43 | NVT | nVent Electric plc | 株式-資本財 | 0.53% | +0.18% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.13% | — | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.12% | +0.05% | |
| 46 | VMI | Valmont Industries | 株式-資本財 | 0.43% | — | — | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.40% | +0.28% | +35.33% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.10% | +3.25% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.33% | — | -3.63% |