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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.69% | +0.24% | +47.16% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.05% | +0.36% | -1.77% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.46% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.31% | -0.36% | +0.73% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.40% | +0.04% | +0.87% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.31% | — | +0.05% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | +0.02% | -17.09% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.53% | — | +0.46% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.49% | +0.05% | — | |
| 10 | ACN | Accenture plc | 株式-IT | 1.49% | — | +0.11% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | +0.04% | +1.89% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.43% | — | +0.77% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | — | -0.22% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.34% | — | +1.34% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.32% | — | +0.07% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.31% | -0.36% | +0.46% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.31% | +0.20% | +1.58% | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 1.27% | — | +1.37% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.26% | +0.34% | +0.76% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.26% | — | -37.36% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.25% | — | +324.71% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.24% | — | +213.55% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | -0.22% | -0.11% | |
| 24 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.22% | — | +1.02% | |
| 25 | EQIX | Equinix INC | 株式-不動産 | 1.22% | — | -0.11% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.21% | — | +0.09% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.17% | — | -0.11% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.15% | +0.68% | +1.08% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.12% | +0.01% | +0.74% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.11% | — | -41.48% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.09% | — | +7.76% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 1.08% | — | +2.91% | |
| 33 | SYY | Sysco CORP | 株式-生活必需品 | 1.07% | — | +50.97% | |
| 34 | MAIN | Main Street Capital CORP | 株式-金融 | 1.06% | — | +948.22% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.01% | +1.40% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | +1.90% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 1.02% | — | +4.77% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.97% | — | +2.22% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | +0.03% | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | +2.20% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.91% | +0.07% | +1.74% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.90% | +0.03% | +1.72% | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.89% | — | -0.10% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +1.09% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.89% | — | +9.06% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.86% | — | +731.24% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.85% | — | -7.92% | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.85% | — | — | |
| 49 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.84% | — | — | |
| 50 | CTAS | Cintas CORP | 株式-資本財 | 0.83% | — | +8.96% |