CIK: 0001575581
申告総資産額
$19.3億
上位200銘柄を表示中（全308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 | 6.03% | +0.24% | -0.64% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.61% | -0.36% | +0.34% | |
| 3 | GEV | GE Vernova INC | 株式-資本財 | 3.14% | +0.49% | -6.33% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.13% | +0.20% | -1.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.57% | +0.36% | -2.06% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.47% | +0.05% | +0.72% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.26% | +0.04% | +0.35% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.03% | -0.57% | -0.74% | |
| 9 | ASML | ASML Holding N.V. | 株式-IT | 1.97% | +0.65% | -1.47% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.85% | -0.36% | +0.09% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 1.72% | +0.53% | -2.08% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.64% | — | -7.14% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.57% | — | +2.28% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | +0.13% | -0.84% | |
| 15 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.54% | -0.35% | -0.19% | |
| 16 | PH | Parker Hannifin CORP | 株式-資本財 | 1.46% | -0.05% | -1.04% | |
| 17 | GRMN | Garmin Ltd. | 株式-IT | 1.42% | — | +0.79% | |
| 18 | SPGI | S&p Global INC | 株式-金融 | 1.34% | — | -38.85% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.34% | +0.13% | -20.01% | |
| 20 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.29% | — | +1710.53% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | +0.02% | -1.13% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | — | +1.32% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | +0.04% | +2.97% | |
| 24 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.14% | +0.01% | -1.81% | |
| 25 | APH | Amphenol Corp-cl A | 株式-IT | 1.11% | +0.28% | +0.72% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 1.09% | +0.07% | +9.23% | |
| 27 | EOG | Eog Resources INC | 株式-エネルギー | 1.09% | -0.22% | +8.84% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 1.07% | +0.03% | +0.79% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 1.06% | — | +2.73% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | -0.22% | +2.24% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.02% | — | +0.36% | |
| 32 | MSI | Motorola Solutions INC | 株式-IT | 1.02% | — | +5.14% | |
| 33 | CTAS | Cintas CORP | 株式-資本財 | 1.00% | — | +2.05% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.01% | +186.31% | |
| 35 | USMC | Principal US Mega-cap ETF | ETF-その他 | 0.96% | +0.07% | -0.55% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +3.77% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.95% | +0.34% | +4.67% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.94% | +0.03% | -0.56% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.88% | — | +5.71% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.88% | +0.01% | +3.99% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | — | +3.28% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.85% | — | +6.96% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | +0.15% | +2.94% | |
| 44 | CEG | Constellation Energy | 株式-公益事業 | 0.78% | — | +1150.97% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | +0.07% | -0.69% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.73% | +0.05% | -1.92% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.72% | — | +2.42% | |
| 48 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.71% | — | +27.69% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | +6.43% | |
| 50 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.68% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +1.2% | +1710.53% | 増加 |
| 2 | CEG | Constellation Energy | +0.7% | +1150.97% | 増加 |
| 3 | GEV | GE Vernova INC | +0.7% | -6.33% | 減少 |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | +186.31% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.6% | -0.74% | 減少 |
| 6 | EOG | Eog Resources INC | +0.4% | +8.84% | 増加 |
| 7 | ASML | ASML Holding N.V. | +0.4% | -1.47% | 減少 |
| 8 | ORCL | Oracle CORP | +0.4% | +1127.30% | 増加 |
| 9 | CAT | Caterpillar INC | +0.3% | -2.08% | 減少 |
| 10 | EPD | Enterprise Products Partners | +0.2% | +27.69% | 増加 |
| 11 | WMT | Walmart INC | +0.2% | +0.09% | 増加 |
| 12 | GRMN | Garmin Ltd. | +0.2% | +0.79% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +1.32% | 増加 |
| 14 | COR | Cencora INC | +0.2% | +69.84% | 増加 |
| 15 | MSI | Motorola Solutions INC | +0.2% | +5.14% | 増加 |
| 16 | NFLX | Netflix INC | +0.2% | +107.64% | 増加 |
| 17 | EME | Emcor Group INC | +0.2% | +145.84% | 増加 |
| 18 | TXN | Texas Instruments INC | +0.2% | +4.67% | 増加 |
| 19 | NVDA | Nvidia CORP | -0.1% | +0.72% | 増加 |
| 20 | AAPL | Apple INC | -0.1% | +0.35% | 増加 |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.84% | 減少 |
| 22 | V | Visa Inc-class A Shares | -0.1% | +2.97% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.34% | 増加 |
| 24 | ADP | Automatic Data Processing | -0.2% | +2.42% | 増加 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -2.06% | 減少 |
| 26 | SHOP | Shopify INC - Class A | -0.2% | -75.57% | 減少 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -7.14% | 減少 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.64% | 減少 |
| 29 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | -91.85% | 減少 |
| 30 | APP | Applovin Corp-class A | -0.4% | -36.76% | 減少 |
| 31 | AVGO | Broadcom INC | -0.4% | -1.18% | 減少 |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -20.01% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.4% | +2.28% | 増加 |
| 34 | INTU | Intuit INC | -0.6% | -25.22% | 減少 |
| 35 | TRGP | Targa Resources CORP | -0.6% | -95.05% | 減少 |
| 36 | APO | Apollo Global Management INC | -1% | -64.28% | 減少 |
| 37 | SPGI | S&p Global INC | -1.3% | -38.85% | 減少 |
| 38 | ACN | Accenture plc | — | EXIT | 全売却 |
| 39 | RIO | Rio Tinto Plc-spon Adr | — | NEW | 新規購入 |
| 40 | ROP | Roper Technologies INC | — | EXIT | 全売却 |
| 41 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 42 | XT | Ishar Fture Exp Tech Etf-usd | — | EXIT | 全売却 |
| 43 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 44 | SHLD | Global X Defense Tech ETF | — | NEW | 新規購入 |
| 45 | VPL | Vanguard Ftse Pacific ETF | — | NEW | 新規購入 |
| 46 | LPLA | Lpl Financial Holdings INC | — | NEW | 新規購入 |
| 47 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 48 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 49 | JMST | JPM Ultra-short Muni Income | — | NEW | 新規購入 |
| 50 | SPXC | Spx Technologies INC | — | NEW | 新規購入 |