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 | 4.53% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.54% | -0.36% | +21.86% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.25% | +0.24% | +22.42% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.16% | +0.36% | +4.67% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | +0.02% | +0.45% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.61% | — | -1.24% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.51% | — | +4.61% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.23% | — | +10.41% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.71% | — | +4.66% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.65% | +0.04% | -0.30% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.56% | — | +0.08% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 1.44% | — | +64.66% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.41% | -0.22% | +1.39% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.38% | — | -1.35% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | — | +1.40% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | +0.04% | +1.76% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | — | +1.96% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.30% | — | +2.01% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | -0.36% | +1.54% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.23% | — | +1.50% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.01% | +2.06% | |
| 22 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.17% | — | +2.82% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.16% | — | +0.25% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.15% | +0.34% | +2.04% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 1.14% | +0.20% | +2.18% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | — | +3.09% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | +0.01% | +1.48% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 1.12% | — | +0.98% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.11% | — | -0.06% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 1.09% | — | +0.11% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.08% | — | +2.73% | |
| 32 | GRMN | Garmin Ltd. | 株式-IT | 1.05% | — | +1.52% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.02% | — | +1.02% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.02% | — | +3.39% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 1.01% | — | +1.98% | |
| 36 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.96% | — | +4.76% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.95% | — | +4.28% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.94% | — | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.92% | — | +1.64% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.92% | — | +3.27% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.90% | — | +1.53% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.87% | +0.03% | +4.95% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | +0.03% | — | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | +2.58% | |
| 45 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.84% | -0.25% | EXIT | |
| 46 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.84% | — | +3.52% | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.84% | — | +1.54% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.80% | — | -1.16% | |
| 49 | EQIX | Equinix INC | 株式-不動産 | 0.80% | — | +5.88% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.80% | +0.68% | +5.34% |