CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全316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 | 6.27% | +0.24% | +0.08% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.76% | -0.36% | +1.67% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.50% | +0.20% | -5.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.76% | +0.36% | -0.36% | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 2.66% | — | -0.55% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.59% | +0.05% | +68.66% | |
| 7 | GEV | GE Vernova INC | 株式-資本財 | 2.48% | +0.49% | -2.12% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.38% | +0.04% | +0.29% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.98% | — | +2.01% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.84% | — | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.73% | +0.13% | +25.78% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | +0.13% | +0.68% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.63% | -0.36% | -0.03% | |
| 14 | ASML | ASML Holding N.V. | 株式-IT | 1.60% | +0.65% | +0.33% | |
| 15 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.44% | -0.35% | -0.99% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | -0.57% | -1.11% | |
| 17 | PH | Parker Hannifin CORP | 株式-資本財 | 1.43% | -0.05% | -0.68% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.40% | +0.53% | -0.47% | |
| 19 | APO | Apollo Global Management INC | 株式-金融 | 1.37% | — | +0.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | +0.02% | -0.68% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | +0.04% | +0.95% | |
| 22 | INTU | Intuit INC | 株式-IT | 1.22% | -0.60% | EXIT | |
| 23 | GRMN | Garmin Ltd. | 株式-IT | 1.22% | — | +0.28% | |
| 24 | APH | Amphenol Corp-cl A | 株式-IT | 1.17% | +0.28% | -0.21% | |
| 25 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.09% | +0.01% | +1.25% | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 1.09% | — | +2.12% | |
| 27 | CTAS | Cintas CORP | 株式-資本財 | 1.08% | — | +0.81% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | — | +1.45% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 1.06% | +0.03% | +1.74% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 1.02% | +0.07% | +0.02% | |
| 31 | USMC | Principal US Mega-cap ETF | ETF-その他 | 1.02% | +0.07% | -0.31% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.01% | +0.03% | -0.22% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | -0.22% | +0.69% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.97% | — | -0.00% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | — | +1.53% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | -0.41% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | +0.15% | +2.23% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | +0.90% | |
| 39 | MSI | Motorola Solutions INC | 株式-IT | 0.85% | — | -1.64% | |
| 40 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.84% | — | -1.56% | |
| 41 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.83% | — | -1.63% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | +0.07% | +3.43% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.80% | +0.34% | -0.84% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | +0.01% | +0.59% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.79% | — | -2.02% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.75% | +0.05% | -1.51% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.73% | — | +2.04% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | +0.03% | -1.86% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.72% | -0.22% | -4.68% | |
| 50 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.66% | — | +1.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +68.66% | 増加 |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +25.78% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.68% | 増加 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +2.23% | 増加 |
| 5 | CAT | Caterpillar INC | +0.2% | -0.47% | 減少 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +3.43% | 増加 |
| 7 | MAR | Marriott International -cl A | +0.2% | +1.25% | 増加 |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.68% | 減少 |
| 9 | ASML | ASML Holding N.V. | +0.1% | +0.33% | 増加 |
| 10 | SPGI | S&p Global INC | +0.1% | -0.55% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | +0.29% | 増加 |
| 12 | APO | Apollo Global Management INC | +0.1% | +0.67% | 増加 |
| 13 | WMT | Walmart INC | +0.1% | -0.03% | 減少 |
| 14 | DHR | Danaher CORP | +0.1% | -2.02% | 減少 |
| 15 | GS | Goldman Sachs Group INC | +0.1% | +0.02% | 増加 |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -0.21% | 減少 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.91% | 増加 |
| 18 | ACN | Accenture plc | +0.1% | +2.04% | 増加 |
| 19 | TRGP | Targa Resources CORP | +0.1% | +1.71% | 増加 |
| 20 | BC | Brunswick CORP | +0.1% | +0.78% | 増加 |
| 21 | XOM | Exxon Mobil CORP | 0% | -1.11% | 減少 |
| 22 | GEV | GE Vernova INC | 0% | -2.12% | 減少 |
| 23 | MCK | Mckesson CORP | 0% | -0.99% | 減少 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.08% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.67% | 増加 |
| 26 | RACE | Ferrari N.V. | -0.1% | -34.15% | 減少 |
| 27 | ROP | Roper Technologies INC | -0.1% | -3.29% | 減少 |
| 28 | AXON | Axon Enterprise INC | -0.1% | -30.07% | 減少 |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.45% | 増加 |
| 30 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.56% | 減少 |
| 31 | EOG | Eog Resources INC | -0.1% | -4.68% | 減少 |
| 32 | CARR | Carrier Global CORP | -0.1% | -1.64% | 減少 |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | -1.63% | 減少 |
| 34 | ORCL | Oracle CORP | -0.1% | -60.32% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +1.53% | 増加 |
| 36 | CTAS | Cintas CORP | -0.1% | +0.81% | 増加 |
| 37 | ADP | Automatic Data Processing | -0.2% | +0.90% | 増加 |
| 38 | AJG | Arthur J Gallagher & Co | -0.2% | -0.60% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.2% | +2.01% | 増加 |
| 40 | MSI | Motorola Solutions INC | -0.2% | -1.64% | 減少 |
| 41 | HD | Home Depot INC | -0.2% | -0.41% | 減少 |
| 42 | PWR | Quanta Services INC | -0.2% | -38.06% | 減少 |
| 43 | GRMN | Garmin Ltd. | -0.3% | +0.28% | 増加 |
| 44 | LIN | Linde plc | -0.9% | -94.02% | 減少 |
| 45 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新規購入 |
| 46 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 47 | AU | AngloGold Ashanti plc | — | NEW | 新規購入 |
| 48 | VGT | Vanguard Info Tech ETF | — | NEW | 新規購入 |
| 49 | VONE | Vanguard Russell 1000 | — | NEW | 新規購入 |
| 50 | OWL | Blue Owl Capital INC | — | EXIT | 全売却 |