CIK: 0001575581
申告総資産額
$19.3億
| # | 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-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 5.28% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.99% | — | -2.04% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.76% | — | -2.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.69% | +0.02% | -13.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.48% | +0.24% | +2.44% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.38% | — | -0.83% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.63% | +0.04% | -1.36% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | — | -0.80% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.55% | — | -1.21% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.01% | -0.48% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.32% | — | +1.10% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.30% | — | -3.74% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.30% | — | +14.89% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -1.63% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.28% | — | -1.44% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | — | +0.72% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.24% | — | +0.70% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.21% | -0.22% | +3.84% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.36% | +8.75% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 1.19% | +0.07% | -1.30% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.15% | — | +9.36% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | -0.36% | +391.35% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.13% | — | +4.42% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | +1.41% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 1.12% | +0.34% | +0.31% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | — | -2.14% | |
| 27 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.08% | — | +2.92% | |
| 28 | CTRA | Coterra Energy INC | 株式-エネルギー | 1.08% | -0.25% | EXIT | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.06% | — | +0.22% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.05% | — | +10.06% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.05% | — | — | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.05% | — | +6.45% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | -0.57% | -29.91% | |
| 34 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | — | -34.20% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | +0.04% | +6.67% | |
| 36 | RTN1USD | Raytheon Company | 株式-その他 | 1.02% | — | +0.98% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | +0.01% | +0.57% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 1.00% | — | +2.76% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.97% | — | +1.44% | |
| 40 | STT | State Street CORP | 株式-金融 | 0.94% | — | +0.61% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.94% | +0.68% | +1.86% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | +0.03% | — | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | -0.87% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.90% | — | +2.26% | |
| 45 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.89% | — | +3.46% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | +1133.07% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | +5.71% | |
| 48 | GRMN | Garmin Ltd. | 株式-IT | 0.87% | — | -0.24% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | +0.37% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.84% | — | +7.09% |