CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全218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 | 5.88% | +0.24% | +3.96% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.49% | -0.36% | +3.30% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.55% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.12% | +0.36% | +6.42% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.57% | +0.04% | +0.36% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.79% | — | +6.73% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.78% | +0.03% | — | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.67% | — | +0.77% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 1.53% | — | +3.11% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | +0.02% | +0.84% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 1.49% | — | +3.20% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 1.45% | — | +1.46% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.45% | +0.20% | +4.64% | |
| 14 | WM | Waste Management INC | 株式-資本財 | 1.40% | — | +2.57% | |
| 15 | EOG | Eog Resources INC | 株式-エネルギー | 1.40% | -0.22% | +3.88% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | +3.66% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | — | +5.76% | |
| 18 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.34% | — | +1.87% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.30% | -0.22% | +3.59% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.28% | +0.05% | +1.23% | |
| 21 | INTU | Intuit INC | 株式-IT | 1.28% | -0.60% | EXIT | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.26% | -0.36% | +5.59% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.25% | +0.34% | +3.81% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | +0.04% | +5.86% | |
| 25 | ACN | Accenture plc | 株式-IT | 1.20% | — | +3.95% | |
| 26 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.20% | -0.35% | +4.95% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 1.17% | — | +996.50% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.16% | — | +5.87% | |
| 29 | BX | Blackstone INC | 株式-金融 | 1.16% | — | +4.91% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 1.15% | — | +9.55% | |
| 31 | CTAS | Cintas CORP | 株式-資本財 | 1.14% | — | +6.00% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.13% | — | +0.31% | |
| 33 | ALL | Allstate CORP | 株式-金融 | 1.13% | +0.03% | +5.63% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 1.12% | — | +4.60% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | +4.93% | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 1.11% | — | +6.61% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.11% | — | +2005.84% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 1.09% | +0.01% | +4.25% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | +6.29% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.01% | +9.37% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 1.06% | — | +4.98% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.05% | +0.68% | +16.50% | |
| 43 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.04% | — | — | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.00% | -0.11% | -0.16% | |
| 45 | GRMN | Garmin Ltd. | 株式-IT | 0.96% | — | +12.87% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | — | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.88% | — | +2223.69% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +10.38% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.86% | — | +362.05% | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.82% | — | +1524.12% |