CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全209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 | 6.10% | +0.24% | +2.83% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.78% | -0.36% | +3.51% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.69% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.29% | +0.36% | -0.75% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.76% | +0.04% | +0.60% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.06% | — | +3.13% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.90% | +0.20% | +0.34% | |
| 8 | ASML | ASML Holding N.V. | 株式-IT | 1.68% | +0.65% | +0.75% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.65% | — | +193.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | +0.02% | -41.48% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 1.52% | — | +1.87% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.45% | — | +1.19% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | -0.22% | +1.07% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | +0.04% | +2.57% | |
| 15 | INTU | Intuit INC | 株式-IT | 1.40% | -0.60% | EXIT | |
| 16 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.39% | — | +0.64% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.39% | +0.34% | +2.62% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.38% | — | +0.99% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.37% | — | +2.94% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | +2.13% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.33% | -0.36% | +1.23% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.32% | — | +1.06% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.31% | — | +2.60% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.31% | — | — | |
| 25 | EOG | Eog Resources INC | 株式-エネルギー | 1.28% | -0.22% | -2.08% | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 1.27% | — | +0.60% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.25% | — | +0.95% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.24% | +0.05% | -0.93% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.23% | — | +3.13% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 1.22% | — | +1.94% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +1.82% | |
| 32 | ACN | Accenture plc | 株式-IT | 1.21% | — | +1.11% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +1.75% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.18% | — | +1.22% | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.18% | -0.35% | +1.03% | |
| 36 | GRMN | Garmin Ltd. | 株式-IT | 1.14% | — | +4.09% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | -1.69% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | — | +4.10% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 1.06% | +0.01% | +3.93% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 1.00% | — | +4.16% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.95% | +0.03% | +1.54% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | -0.85% | |
| 43 | PLD | Prologis INC | 株式-不動産 | 0.93% | — | +3.38% | |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.91% | +0.03% | -48.30% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.90% | — | +3.20% | |
| 46 | CARR | Carrier Global CORP | 株式-資本財 | 0.87% | +0.12% | +3.20% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | -0.57% | -1.45% | |
| 48 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.83% | — | +24.19% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.82% | — | -1.12% | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.81% | — | +3.47% |