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 | 5.73% | +0.24% | +1.50% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.88% | -0.36% | +1.39% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.78% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.19% | +0.36% | -2.60% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.64% | +0.04% | +3.32% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.19% | +0.20% | +0.25% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.06% | -0.57% | +149.04% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.06% | — | +4.12% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.58% | — | +212.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | +0.02% | +2.67% | |
| 11 | INTU | Intuit INC | 株式-IT | 1.46% | -0.60% | EXIT | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.44% | — | +4.73% | |
| 13 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.42% | — | +1.21% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | +0.04% | +4.65% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.35% | — | +104.38% | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 1.34% | +0.65% | +3.08% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.34% | — | -4.86% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | +5.30% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.32% | — | +2.97% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.31% | -0.36% | +2.50% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.31% | — | +2.65% | |
| 22 | EOG | Eog Resources INC | 株式-エネルギー | 1.31% | -0.22% | +2.63% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | — | +4.54% | |
| 24 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.28% | -0.35% | +1.12% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.22% | -0.22% | +2.45% | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 1.19% | — | +1.67% | |
| 27 | ACN | Accenture plc | 株式-IT | 1.15% | — | +1.29% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 1.14% | — | +2.33% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | — | +3.62% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.11% | +0.05% | -2.02% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 1.09% | +0.34% | +2.99% | |
| 32 | GRMN | Garmin Ltd. | 株式-IT | 1.08% | — | +2.73% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | -2.60% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.03% | — | +4.86% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.03% | — | +3.19% | |
| 36 | PH | Parker Hannifin CORP | 株式-資本財 | 1.02% | -0.05% | — | |
| 37 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.01% | +0.01% | +2786.69% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | +0.01% | +3.49% | |
| 39 | MSI | Motorola Solutions INC | 株式-IT | 0.96% | — | +4.84% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | -0.44% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.95% | +0.05% | +6.75% | |
| 42 | CARR | Carrier Global CORP | 株式-資本財 | 0.94% | +0.12% | +0.85% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | +5.66% | |
| 44 | ALL | Allstate CORP | 株式-金融 | 0.91% | +0.03% | +6.19% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | — | -3.71% | |
| 46 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.89% | — | +2.07% | |
| 47 | SPGI | S&p Global INC | 株式-金融 | 0.88% | — | +3.48% | |
| 48 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.85% | +0.03% | +874.92% | |
| 49 | ROP | Roper Technologies INC | 株式-IT | 0.80% | — | +2.32% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | -4.68% |