CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全283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 | 6.34% | +0.24% | +1.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.84% | -0.36% | +1.89% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.66% | +0.20% | -2.27% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | +0.36% | -2.36% | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 2.58% | — | -0.30% | |
| 6 | GEV | GE Vernova INC | 株式-資本財 | 2.46% | +0.49% | -1.35% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.30% | +0.04% | -0.34% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.15% | — | -0.14% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.90% | — | -4.55% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.59% | +0.05% | -0.16% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.56% | -0.36% | -0.50% | |
| 12 | GRMN | Garmin Ltd. | 株式-IT | 1.53% | — | -0.48% | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 1.49% | +0.65% | +0.85% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.42% | -0.35% | +0.04% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | -0.57% | -0.55% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.39% | +0.13% | +1097.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | +0.02% | -1.54% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | +0.13% | +0.70% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | +0.04% | -1.37% | |
| 20 | APO | Apollo Global Management INC | 株式-金融 | 1.29% | — | +0.91% | |
| 21 | INTU | Intuit INC | 株式-IT | 1.28% | -0.60% | EXIT | |
| 22 | PH | Parker Hannifin CORP | 株式-資本財 | 1.28% | -0.05% | +0.43% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.21% | +0.53% | -0.20% | |
| 24 | CTAS | Cintas CORP | 株式-資本財 | 1.20% | — | -0.37% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | -0.11% | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 1.16% | — | +0.11% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | -0.10% | |
| 28 | APH | Amphenol Corp-cl A | 株式-IT | 1.11% | +0.28% | +0.31% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 1.11% | +0.03% | +0.37% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | — | +0.59% | |
| 31 | MSI | Motorola Solutions INC | 株式-IT | 1.06% | — | +0.91% | |
| 32 | USMC | Principal US Mega-cap ETF | ETF-その他 | 1.05% | +0.07% | -0.05% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 1.03% | — | +0.58% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.02% | +0.03% | -1.35% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | -0.22% | +0.72% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.96% | +0.07% | +0.12% | |
| 37 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.95% | — | +1.19% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.94% | — | +1.20% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.94% | — | +1.32% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.93% | +0.01% | -0.11% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.89% | — | +0.92% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.88% | +0.34% | +0.21% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | +0.01% | +1.09% | |
| 44 | EOG | Eog Resources INC | 株式-エネルギー | 0.83% | -0.22% | +0.47% | |
| 45 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.81% | — | +0.57% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.79% | +0.05% | -16.20% | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | +0.03% | +0.08% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | — | +0.49% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.68% | — | +2.09% | |
| 50 | CARR | Carrier Global CORP | 株式-資本財 | 0.67% | +0.12% | +1.14% |
| # | 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 | +1.4% | -2.27% | 減少 |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +1097.31% | 増加 |
| 3 | GEV | GE Vernova INC | +1% | -1.35% | 減少 |
| 4 | APO | Apollo Global Management INC | +0.7% | +0.91% | 増加 |
| 5 | LLY | Eli Lilly & Co | +0.6% | +225.56% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.5% | -0.16% | 減少 |
| 7 | APH | Amphenol Corp-cl A | +0.4% | +0.31% | 減少 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.70% | 増加 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.07% | 増加 |
| 10 | ASML | ASML Holding N.V. | +0.4% | +0.85% | 増加 |
| 11 | APP | Applovin Corp-class A | +0.4% | -2.44% | 減少 |
| 12 | MSFT | Microsoft CORP | +0.3% | -0.14% | 減少 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -2.36% | 減少 |
| 14 | CAT | Caterpillar INC | +0.3% | -0.20% | 増加 |
| 15 | GS | Goldman Sachs Group INC | +0.2% | +0.12% | 減少 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +206.25% | 増加 |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -2.65% | 増加 |
| 18 | PWR | Quanta Services INC | +0.2% | +0.12% | 増加 |
| 19 | MGC | Vanguard Mega Cap ETF | +0.2% | +32.73% | 増加 |
| 20 | TSLA | Tesla INC | +0.2% | +1.84% | 増加 |
| 21 | ANET | Arista Networks INC | +0.1% | -1.26% | 増加 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +0.59% | 減少 |
| 23 | PH | Parker Hannifin CORP | +0.1% | +0.43% | 減少 |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | -1.35% | 減少 |
| 25 | VUG | Vanguard Growth ETF | +0.1% | +0.08% | 増加 |
| 26 | USMC | Principal US Mega-cap ETF | +0.1% | -0.05% | 増加 |
| 27 | TJX | Tjx Companies INC | 0% | +1.20% | 減少 |
| 28 | WMT | Walmart INC | 0% | -0.50% | 減少 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.54% | 減少 |
| 30 | AAPL | Apple INC | 0% | -0.34% | 減少 |
| 31 | GRMN | Garmin Ltd. | 0% | -0.48% | 減少 |
| 32 | MCK | Mckesson CORP | 0% | +0.04% | 減少 |
| 33 | IHI | Ishares U.s. Medical Devices | -0.2% | -37.15% | 減少 |
| 34 | ACN | Accenture plc | -0.3% | +2.09% | 増加 |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -35.76% | 減少 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.4% | +1.19% | 減少 |
| 37 | SPGI | S&p Global INC | -0.5% | -0.30% | 減少 |
| 38 | UNH | Unitedhealth Group INC | -0.8% | -54.81% | 減少 |
| 39 | BX | Blackstone INC | -0.8% | -43.63% | 減少 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | +1.89% | 増加 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -1.9% | -4.55% | 減少 |
| 42 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 全売却 |
| 44 | PII | Polaris INC | — | NEW | 新規購入 |
| 45 | VGIT | Vanguard Intermediate-term T | — | EXIT | 全売却 |
| 46 | BC | Brunswick CORP | — | NEW | 新規購入 |
| 47 | COR | Cencora INC | — | NEW | 新規購入 |
| 48 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新規購入 |
| 49 | VRTX | Vertex Pharmaceuticals INC | — | EXIT | 全売却 |
| 50 | CLS | Celestica INC | — | NEW | 新規購入 |