CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全263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% | +2.60% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.74% | -0.36% | +2.62% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.37% | — | — | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 3.35% | — | -13.66% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.71% | +0.36% | -3.29% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.47% | +0.20% | +791.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.37% | +0.04% | -0.88% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | +0.02% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | -0.57% | -0.21% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.44% | -0.36% | -1.04% | |
| 11 | CTAS | Cintas CORP | 株式-資本財 | 1.42% | — | +290.00% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.41% | +0.02% | +2.00% | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 1.39% | +0.65% | -0.04% | |
| 14 | INTU | Intuit INC | 株式-IT | 1.31% | -0.60% | EXIT | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | +0.27% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.30% | — | -0.06% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.28% | — | +0.15% | |
| 18 | GEV | GE Vernova INC | 株式-資本財 | 1.27% | +0.49% | +2.44% | |
| 19 | GRMN | Garmin Ltd. | 株式-IT | 1.27% | — | -2.93% | |
| 20 | PWR | Quanta Services INC | 株式-資本財 | 1.25% | +0.07% | +220.86% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | +0.04% | +1.76% | |
| 22 | PH | Parker Hannifin CORP | 株式-資本財 | 1.23% | -0.05% | -0.14% | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.22% | — | +0.44% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | +0.13% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.21% | — | -0.55% | |
| 26 | MSI | Motorola Solutions INC | 株式-IT | 1.19% | — | -0.27% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.17% | +0.05% | -15.99% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 1.16% | — | +1.36% | |
| 29 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.16% | — | -0.19% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 1.14% | +0.03% | -0.56% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | -0.22% | +4.32% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 1.11% | — | +0.48% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 1.09% | +0.53% | +1.71% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 1.09% | +0.34% | +0.59% | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.06% | -0.35% | +0.21% | |
| 36 | ACN | Accenture plc | 株式-IT | 1.04% | — | +0.37% | |
| 37 | CARR | Carrier Global CORP | 株式-資本財 | 1.02% | +0.12% | -0.24% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.00% | — | +1.27% | |
| 39 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.00% | +0.01% | +1.92% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.99% | — | +1.90% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.99% | -0.22% | +1.61% | |
| 42 | USMC | Principal US Mega-cap ETF | ETF-その他 | 0.98% | +0.07% | -4.97% | |
| 43 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.97% | +0.03% | -4.26% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.97% | +0.05% | -0.86% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | — | +0.69% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.94% | +0.01% | +1.48% | |
| 47 | PHM | Pultegroup INC | 株式-一般消費財 | 0.87% | — | — | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | +0.65% | |
| 49 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.85% | — | +2.43% | |
| 50 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.83% | — | +0.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services INC | +0.9% | +220.86% | 増加 |
| 2 | PHM | Pultegroup INC | +0.9% | NEW | 新規購入 |
| 3 | VTWO | Vanguard Russell 2000 ETF | +0.5% | NEW | 新規購入 |
| 4 | GEV | GE Vernova INC | +0.4% | +2.44% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.62% | 増加 |
| 6 | SHW | Sherwin-williams Co/the | +0.2% | -0.19% | 減少 |
| 7 | PH | Parker Hannifin CORP | +0.2% | -0.14% | 減少 |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 変化なし |
| 9 | MCD | Mcdonald's CORP | +0.2% | +4.32% | 増加 |
| 10 | CARR | Carrier Global CORP | +0.2% | -0.24% | 減少 |
| 11 | APP | Applovin Corp-class A | +0.2% | NEW | 新規購入 |
| 12 | WMT | Walmart INC | +0.1% | -1.04% | 減少 |
| 13 | HD | Home Depot INC | +0.1% | +0.27% | 増加 |
| 14 | PYPL | Paypal Holdings INC | +0.1% | NEW | 新規購入 |
| 15 | FICO | Fair Isaac CORP | +0.1% | NEW | 新規購入 |
| 16 | CAT | Caterpillar INC | +0.1% | +1.71% | 増加 |
| 17 | NKE | Nike INC -cl B | +0.1% | +6.12% | 増加 |
| 18 | ALL | Allstate CORP | +0.1% | -0.56% | 減少 |
| 19 | CTAS | Cintas CORP | +0.1% | +290.00% | 増加 |
| 20 | MSI | Motorola Solutions INC | +0.1% | -0.27% | 減少 |
| 21 | ADP | Automatic Data Processing | +0.1% | +0.48% | 増加 |
| 22 | UNH | Unitedhealth Group INC | +0.1% | +0.13% | 増加 |
| 23 | ACN | Accenture plc | +0.1% | +0.37% | 増加 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.60% | 増加 |
| 25 | PSA | Public Storage | +0.1% | +76.45% | 増加 |
| 26 | ZTS | Zoetis INC | +0.1% | +1.27% | 増加 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +0.69% | 増加 |
| 28 | AAPL | Apple INC | +0.1% | -0.88% | 減少 |
| 29 | DHR | Danaher CORP | +0.1% | +1.36% | 増加 |
| 30 | ICE | Intercontinental Exchange In | +0.1% | +0.88% | 増加 |
| 31 | LIN | Linde plc | 0% | +1.90% | 増加 |
| 32 | UNP | Union Pacific CORP | 0% | +1.48% | 増加 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.00% | 増加 |
| 34 | V | Visa Inc-class A Shares | 0% | +1.76% | 増加 |
| 35 | SYK | Stryker CORP | 0% | +0.15% | 増加 |
| 36 | MRSH | Marsh & Mclennan Cos | 0% | +0.44% | 増加 |
| 37 | LULU | Lululemon Athletica INC | -0.1% | EXIT | 全売却 |
| 38 | SNPS | Synopsys INC | -0.1% | EXIT | 全売却 |
| 39 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -74.61% | 減少 |
| 40 | SLCAUSD | US Silica Holdings INC | -0.2% | EXIT | 全売却 |
| 41 | FANG | Diamondback Energy INC | -0.2% | +2.43% | 増加 |
| 42 | MSFT | Microsoft CORP | -0.2% | +0.02% | 増加 |
| 43 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.3% | EXIT | 全売却 |
| 44 | IEMG | Ishares Core Msci Emerging | -0.3% | -94.53% | 減少 |
| 45 | MCK | Mckesson CORP | -0.3% | +0.21% | 増加 |
| 46 | AVGO | Broadcom INC | -0.3% | +791.77% | 増加 |
| 47 | NVDA | Nvidia CORP | -0.4% | -15.99% | 減少 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -0.55% | 減少 |
| 49 | ASML | ASML Holding N.V. | -0.4% | -0.04% | 減少 |
| 50 | LPLA | Lpl Financial Holdings INC | -0.6% | EXIT | 全売却 |