CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全219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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.94% | +0.24% | +2.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.80% | +0.36% | +0.66% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.69% | -0.36% | +4.12% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.42% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.34% | +0.04% | -0.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | +0.02% | -0.29% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.75% | — | -0.63% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.65% | +0.05% | +2.33% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.54% | -0.29% | +1.04% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 1.42% | — | +0.01% | |
| 11 | INTU | Intuit INC | 株式-IT | 1.41% | -0.60% | EXIT | |
| 12 | ACN | Accenture plc | 株式-IT | 1.39% | — | -0.53% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.33% | +0.20% | +0.56% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.32% | — | +1.39% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | +0.52% | |
| 16 | BX | Blackstone INC | 株式-金融 | 1.30% | — | +1.82% | |
| 17 | GRMN | Garmin Ltd. | 株式-IT | 1.27% | — | -0.37% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.24% | +0.34% | +1.38% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | -0.01% | +0.15% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.22% | — | +3.92% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | +0.04% | +2.87% | |
| 22 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.18% | — | +0.89% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.18% | — | +2.85% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.15% | -0.11% | -15.15% | |
| 25 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.14% | — | +0.69% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.14% | +0.68% | +1.55% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.11% | — | +2.49% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.11% | — | +0.89% | |
| 29 | EOG | Eog Resources INC | 株式-エネルギー | 1.10% | -0.22% | +2.40% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | -0.22% | +2.88% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.10% | — | +1.30% | |
| 32 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.08% | — | +2.89% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | — | +3.22% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.07% | — | +1.17% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 1.07% | — | +1.52% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | -0.36% | +2.77% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.01% | — | -1.43% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.99% | — | +1.29% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.96% | — | -1.12% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.96% | — | +1.29% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +3.85% | |
| 42 | EQIX | Equinix INC | 株式-不動産 | 0.93% | — | +1.67% | |
| 43 | ECL | Ecolab INC | 株式-素材 | 0.91% | — | +1086.51% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | +0.03% | -6.63% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | +1.71% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.89% | — | +8.13% | |
| 47 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.88% | — | +2.45% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | — | — | |
| 49 | ALL | Allstate CORP | 株式-金融 | 0.87% | +0.03% | +2.16% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.87% | — | +2.61% |