CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全217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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.88% | — | -1.41% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.86% | — | +1.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.95% | +0.36% | +2.31% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.60% | +0.02% | -1.49% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.44% | +0.24% | +0.49% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.37% | — | +3.42% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.16% | -0.36% | +50.60% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.95% | +0.04% | +0.57% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.59% | — | +2.44% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | — | +0.91% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.43% | — | +1.44% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.37% | — | +0.22% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | — | +0.60% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.01% | +1.91% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.24% | — | +0.79% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.24% | — | +11.12% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.18% | -0.22% | +2.37% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.17% | — | +2.78% | |
| 19 | COP | Conocophillips | 株式-エネルギー | 1.16% | — | -1.45% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | +0.04% | +1.22% | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.12% | — | +148.03% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 1.11% | — | +0.87% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | +0.52% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.09% | — | +1.43% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.09% | — | +1.31% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.09% | +0.01% | +1.50% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.07% | — | +0.92% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | -0.36% | -0.01% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.05% | +0.34% | +2.61% | |
| 30 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | — | -0.19% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.04% | — | +0.57% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | +0.26% | |
| 33 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.97% | — | +0.85% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.97% | +0.07% | +3.13% | |
| 35 | GRMN | Garmin Ltd. | 株式-IT | 0.92% | — | +0.42% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.92% | +0.20% | +5.69% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | +0.03% | — | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.89% | — | +0.22% | |
| 39 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.89% | -0.25% | EXIT | |
| 40 | APD | Air Products & Chemicals INC | 株式-素材 | 0.88% | — | — | |
| 41 | RTN1USD | Raytheon Company | 株式-その他 | 0.88% | — | +1.36% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | -0.57% | -2.39% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | — | +1.74% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.85% | — | -2.24% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.85% | +0.68% | +0.87% | |
| 46 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.83% | — | -5.52% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | -2.40% | |
| 48 | EQIX | Equinix INC | 株式-不動産 | 0.76% | — | +2.21% | |
| 49 | ALL | Allstate CORP | 株式-金融 | 0.76% | +0.03% | +1.01% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.75% | — | +1.22% |