CIK: 0001719739
申告総資産額
$6.9億
上位200銘柄を表示中（全283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 | 21.37% | — | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.29% | -0.78% | -5.15% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.70% | -0.23% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.13% | -0.20% | -0.97% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.11% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 3.80% | -0.26% | -0.58% | |
| 7 | MUSA | Murphy USA INC | 株式-一般消費財 | 3.36% | +0.74% | -0.38% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -0.75% | -0.13% | |
| 9 | ROAD | Construction Partners Inc-a | 株式-資本財 | 2.12% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | -0.19% | -0.66% | |
| 11 | PANW | Palo Alto Networks INC | 株式-IT | 1.82% | -0.25% | -0.54% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.67% | — | -0.17% | |
| 13 | MTH | Meritage Homes CORP | 株式-一般消費財 | 1.65% | — | — | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.61% | — | +10331.64% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | -0.20% | +0.39% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | — | -0.28% | |
| 17 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.28% | — | +0.29% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.25% | — | +0.11% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | — | +0.51% | |
| 20 | ASML | ASML Holding N.V. | 株式-IT | 1.13% | +0.47% | +1.43% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.13% | — | -0.19% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | +0.23% | -0.51% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.09% | -0.02% | |
| 24 | BX | Blackstone INC | 株式-金融 | 1.05% | -1.09% | -0.97% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.95% | — | -0.48% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.92% | — | -3.43% | |
| 27 | MUR | Murphy Oil CORP | 株式-エネルギー | 0.90% | +0.30% | -0.10% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.90% | — | +2.60% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.90% | — | -0.51% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.10% | +4.18% | |
| 31 | GRBK | Green Brick Partners INC | 株式-その他 | 0.84% | — | +0.05% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.83% | -0.12% | +0.38% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.83% | — | +4.22% | |
| 34 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.77% | +0.31% | +0.31% | |
| 35 | SCCO | Southern Copper CORP | 株式-素材 | 0.69% | +0.27% | +1.62% | |
| 36 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.68% | — | +1.56% | |
| 37 | SNPS | Synopsys INC | 株式-IT | 0.67% | -0.11% | -0.20% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.65% | — | — | |
| 39 | BR | Broadridge Financial Solutio | 株式-IT | 0.59% | -0.15% | -0.36% | |
| 40 | TRMB | Trimble INC | 株式-IT | 0.56% | -0.10% | -1.72% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -0.00% | |
| 42 | GXO | Gxo Logistics INC | 株式-資本財 | 0.52% | -0.69% | +0.70% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.13% | — | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.12% | +898.64% | |
| 45 | NVT | nVent Electric plc | 株式-資本財 | 0.46% | +0.18% | +0.28% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.44% | +0.28% | +25.78% | |
| 47 | VMI | Valmont Industries | 株式-資本財 | 0.42% | — | -0.31% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | +1.16% | |
| 49 | HUBB | Hubbell INC | 株式-資本財 | 0.39% | +0.13% | +12.13% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.10% | -0.36% |