CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全230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 | 4.01% | — | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.84% | +0.24% | +8.98% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.71% | -0.36% | +2.79% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.20% | +0.36% | -0.51% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.87% | +0.02% | +2.93% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.43% | — | +2.90% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.41% | — | +0.40% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.32% | — | -0.06% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.76% | +0.04% | +5.99% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.74% | — | +2.04% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.69% | — | +9.59% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.01% | +7.10% | |
| 13 | ACN | Accenture plc | 株式-IT | 1.31% | — | +4.86% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +6.34% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.27% | — | +2.97% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.26% | +0.04% | +1.05% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | +5.72% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.19% | — | +2.49% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.18% | -0.22% | +4.03% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.16% | +0.34% | +6.19% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | -0.36% | +0.02% | |
| 22 | GRMN | Garmin Ltd. | 株式-IT | 1.09% | — | +0.17% | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.08% | — | -1.76% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.08% | +0.20% | +2.02% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.06% | +0.01% | +3.75% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.06% | — | +0.40% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.06% | — | +3.89% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 1.05% | — | +1.48% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.04% | +0.68% | +1.90% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | +8.56% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.00% | — | -2.31% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.96% | — | +8.01% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | +13.24% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.94% | — | -10.01% | |
| 35 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 0.92% | — | +0.56% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.92% | — | +1.57% | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.89% | — | +1.07% | |
| 38 | APD | Air Products & Chemicals INC | 株式-素材 | 0.89% | — | -0.38% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.85% | — | +5.35% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.85% | — | +604.58% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.84% | — | +3.11% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.84% | +0.03% | +1.94% | |
| 43 | SYK | Stryker CORP | 株式-ヘルスケア | 0.82% | — | -0.28% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.82% | +0.07% | +8.09% | |
| 45 | EQIX | Equinix INC | 株式-不動産 | 0.80% | — | +0.87% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | +0.03% | — | |
| 47 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.80% | — | +6.54% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.78% | — | -0.16% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.77% | — | — | |
| 50 | RTN1USD | Raytheon Company | 株式-その他 | 0.76% | — | +3.51% |