CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全285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 | 6.15% | +0.24% | -0.66% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.86% | -0.36% | -0.53% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.31% | +0.20% | -4.12% | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 2.96% | — | -1.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.79% | +0.36% | -0.11% | |
| 6 | GEV | GE Vernova INC | 株式-資本財 | 2.27% | +0.49% | -3.28% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.19% | — | -2.83% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.04% | — | -38.03% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.97% | +0.04% | -0.75% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.58% | -0.36% | -1.95% | |
| 11 | INTU | Intuit INC | 株式-IT | 1.56% | -0.60% | EXIT | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | +0.04% | -1.52% | |
| 13 | APO | Apollo Global Management INC | 株式-金融 | 1.44% | — | +155.45% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | -0.57% | +14.57% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.43% | +0.05% | -4.08% | |
| 16 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.42% | -0.35% | -2.33% | |
| 17 | CTAS | Cintas CORP | 株式-資本財 | 1.39% | — | -2.56% | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 1.38% | — | -0.60% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | +0.02% | -2.47% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.32% | — | -1.81% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.31% | — | -0.67% | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 1.29% | +0.65% | +1.67% | |
| 23 | PH | Parker Hannifin CORP | 株式-資本財 | 1.24% | -0.05% | -0.95% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | — | -0.83% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 1.14% | — | -2.05% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | +0.45% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.09% | +0.03% | -1.69% | |
| 28 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.08% | — | -1.27% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.05% | +0.34% | +0.31% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | +0.53% | +1.21% | |
| 31 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.04% | +0.01% | -0.17% | |
| 32 | MSI | Motorola Solutions INC | 株式-IT | 1.02% | — | -0.63% | |
| 33 | USMC | Principal US Mega-cap ETF | ETF-その他 | 1.02% | +0.07% | +0.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | +0.13% | +4.18% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | -0.22% | -0.39% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.99% | +0.03% | +1.27% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.97% | — | -0.67% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.93% | +0.28% | -1.91% | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.93% | -0.22% | +2.16% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.93% | — | +0.48% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.91% | +0.05% | -0.65% | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.90% | +0.07% | -2.37% | |
| 43 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.88% | — | -1.08% | |
| 44 | CARR | Carrier Global CORP | 株式-資本財 | 0.85% | +0.12% | -0.61% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.85% | +0.01% | +2.54% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.85% | — | +1.19% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.84% | — | -1.80% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.76% | — | -6.43% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | +0.03% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +0.31% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +1.1% | -4.12% | 減少 |
| 2 | APO | Apollo Global Management INC | +0.9% | +155.45% | 増加 |
| 3 | GEV | GE Vernova INC | +0.8% | -3.28% | 減少 |
| 4 | PII | Polaris INC | +0.4% | NEW | 新規購入 |
| 5 | MSFT | Microsoft CORP | +0.4% | -2.83% | 減少 |
| 6 | NVDA | Nvidia CORP | +0.3% | -4.08% | 減少 |
| 7 | BC | Brunswick CORP | +0.3% | NEW | 新規購入 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.11% | 減少 |
| 9 | APH | Amphenol Corp-cl A | +0.3% | -1.91% | 減少 |
| 10 | INTU | Intuit INC | +0.2% | -1.53% | 減少 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | 新規購入 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.83% | 減少 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.66% | 減少 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +1.67% | 増加 |
| 15 | PWR | Quanta Services INC | +0.2% | +2.92% | 増加 |
| 16 | GS | Goldman Sachs Group INC | +0.1% | -2.37% | 減少 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +221.68% | 増加 |
| 18 | CAT | Caterpillar INC | +0.1% | +1.21% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.18% | 増加 |
| 20 | TXN | Texas Instruments INC | +0.1% | +0.31% | 増加 |
| 21 | AXON | Axon Enterprise INC | +0.1% | +11.02% | 増加 |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | 新規購入 |
| 23 | PH | Parker Hannifin CORP | +0.1% | -0.95% | 減少 |
| 24 | MAR | Marriott International -cl A | +0.1% | -0.17% | 減少 |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1.27% | 増加 |
| 26 | VUG | Vanguard Growth ETF | +0.1% | — | 変化なし |
| 27 | TSLA | Tesla INC | +0.1% | +27.36% | 増加 |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +175.50% | 増加 |
| 29 | CARR | Carrier Global CORP | +0.1% | -0.61% | 減少 |
| 30 | APP | Applovin Corp-class A | +0.1% | +0.76% | 増加 |
| 31 | WMT | Walmart INC | 0% | -1.95% | 減少 |
| 32 | USMC | Principal US Mega-cap ETF | 0% | +0.36% | 増加 |
| 33 | IMTM | Ishares Msci Intl Momentum F | 0% | -0.34% | 減少 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +3.32% | 増加 |
| 35 | VXF | Vanguard Extended Market ETF | 0% | -0.65% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.47% | 減少 |
| 37 | MCK | Mckesson CORP | 0% | -2.33% | 減少 |
| 38 | CTAS | Cintas CORP | 0% | -2.56% | 減少 |
| 39 | SPGI | S&p Global INC | -0.1% | -1.30% | 減少 |
| 40 | TRGP | Targa Resources CORP | -0.1% | +3.26% | 増加 |
| 41 | DHR | Danaher CORP | -0.1% | -6.43% | 減少 |
| 42 | AJG | Arthur J Gallagher & Co | -0.1% | -1.08% | 減少 |
| 43 | MCD | Mcdonald's CORP | -0.2% | -0.39% | 減少 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.27% | 減少 |
| 45 | AAPL | Apple INC | -0.3% | -0.75% | 減少 |
| 46 | UNH | Unitedhealth Group INC | -0.5% | +5.06% | 増加 |
| 47 | ZTS | Zoetis INC | -0.8% | EXIT | 全売却 |
| 48 | BX | Blackstone INC | -0.8% | -86.27% | 減少 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.53% | 減少 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.8% | -38.03% | 減少 |