CIK: 0002000314
申告総資産額
$3.0億
上位200銘柄を表示中（全248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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 15.33% | -1.76% | +12.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.32% | -0.82% | +8.65% | |
| 3 | ENB | Enbridge INC | 株式-エネルギー | 3.38% | — | +12.19% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.38% | — | +1.65% | |
| 5 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.20% | +0.11% | +3.73% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.03% | — | +1.01% | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.00% | — | +16.33% | |
| 8 | ED | Consolidated Edison INC | 株式-公益事業 | 1.96% | — | +2.24% | |
| 9 | WM | Waste Management INC | 株式-資本財 | 1.95% | — | +2.92% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.92% | — | +3.14% | |
| 11 | PAYX | Paychex INC | 株式-IT | 1.89% | — | +2.67% | |
| 12 | SO | Southern Co/the | 株式-公益事業 | 1.81% | — | +3.44% | |
| 13 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.77% | — | +3.91% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.73% | — | +7.67% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | — | +0.71% | |
| 16 | PRU | Prudential Financial INC | 株式-金融 | 1.66% | — | +4.67% | |
| 17 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.66% | — | +4.68% | |
| 18 | ETN | Eaton Corporation plc | 株式-資本財 | 1.63% | — | +5.57% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | +0.09% | +13.65% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.55% | — | +2.48% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.52% | — | +9.61% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.51% | — | +4.47% | |
| 23 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.48% | — | +4.81% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.46% | — | +3.74% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -1.20% | +7.07% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.30% | — | +14.06% | |
| 27 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.18% | — | — | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.16% | -0.36% | — | |
| 29 | ✓ | Ishares Tr | 株式-その他 | 0.97% | — | — | |
| 30 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.86% | — | +0.90% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +1971.82% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +4.31% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.64% | — | -3.53% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.61% | +0.41% | NEW | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.20% | +3.90% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | +0.89% | NEW | |
| 38 | COR | Cencora INC | 株式-ヘルスケア | 0.56% | — | +0.77% | |
| 39 | FIS | Fidelity National Info Serv | 株式-IT | 0.56% | — | +52.47% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | — | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.53% | — | +0.49% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +3.31% | |
| 44 | PGX | Invesco Preferred ETF | ETF-その他 | 0.51% | — | -4.30% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.48% | — | +5.88% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.47% | — | +14.09% | |
| 47 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.46% | -0.22% | +1.24% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.44% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | -0.05% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | +0.22% | -12.96% |