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 | 4.24% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.06% | -0.36% | +2.60% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.83% | +0.24% | -3.91% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.82% | +0.36% | +1.11% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.52% | — | +5.93% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.37% | +0.02% | -21.91% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.16% | — | -3.47% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.13% | — | -4.08% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.12% | — | -4.46% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.00% | +0.04% | -0.75% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.90% | — | +0.52% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | +0.09% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.49% | -0.36% | +4.46% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | +0.04% | +2.33% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | -0.82% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.36% | — | +1.90% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +1.58% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 1.34% | — | +1.63% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.34% | — | +12.68% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | -0.22% | +2.64% | |
| 21 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 1.32% | — | +4.82% | |
| 22 | EQIX | Equinix INC | 株式-不動産 | 1.31% | — | +15.83% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.23% | — | +7.80% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.19% | +0.34% | -0.24% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | -0.01% | +0.72% | |
| 26 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.18% | — | +5.80% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.17% | — | +17.47% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 1.17% | +0.20% | +8.78% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.17% | — | +4.38% | |
| 30 | GRMN | Garmin Ltd. | 株式-IT | 1.16% | — | +4.30% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.15% | +0.68% | +2.26% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | -0.71% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 1.12% | +0.01% | +2.02% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.09% | — | +9.82% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.09% | — | +14.14% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 1.06% | — | +23.63% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | +0.56% | |
| 38 | ALL | Allstate CORP | 株式-金融 | 1.01% | +0.03% | +11.56% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.00% | — | +900.25% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.93% | — | +7.03% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | +0.03% | — | |
| 42 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.87% | — | +19.59% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.86% | — | -0.24% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.85% | — | +4.21% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.84% | +0.07% | +16.04% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.83% | — | +1.49% | |
| 47 | RTN1USD | Raytheon Company | 株式-その他 | 0.80% | — | +33.25% | |
| 48 | ROP | Roper Technologies INC | 株式-IT | 0.79% | — | +24.12% | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.78% | — | +16.11% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.75% | — | +0.01% |