CIK: 0002000314
申告総資産額
$3.0億
上位200銘柄を表示中（全227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 | 22.31% | -1.76% | -2.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.01% | -0.82% | — | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.23% | +0.11% | +0.47% | |
| 4 | ETN | Eaton Corporation plc | 株式-資本財 | 2.06% | — | -1.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.05% | — | -0.70% | |
| 6 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.04% | — | +12.00% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 1.76% | — | -1.78% | |
| 8 | ENB | Enbridge INC | 株式-エネルギー | 1.76% | — | -29.78% | |
| 9 | WM | Waste Management INC | 株式-資本財 | 1.76% | — | -0.78% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.67% | — | -1.08% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.64% | — | +2.55% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.62% | — | +3.51% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -1.20% | -9.38% | |
| 14 | PAYX | Paychex INC | 株式-IT | 1.50% | — | -0.58% | |
| 15 | ED | Consolidated Edison INC | 株式-公益事業 | 1.49% | — | -0.68% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.46% | — | +0.69% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.43% | — | +3.81% | |
| 18 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.33% | — | +0.67% | |
| 19 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.31% | — | -0.05% | |
| 20 | PRU | Prudential Financial INC | 株式-金融 | 1.29% | — | +1.87% | |
| 21 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.27% | — | -0.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | — | -32.52% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.13% | — | -30.74% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | +0.09% | +4.61% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +28.05% | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.08% | — | +6.15% | |
| 27 | USB | US Bancorp | 株式-金融 | 1.05% | — | +991.83% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.00% | -0.36% | — | |
| 29 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.96% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.20% | -12.00% | |
| 31 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.81% | — | +0.74% | |
| 32 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.71% | -0.22% | +0.34% | |
| 33 | COR | Cencora INC | 株式-ヘルスケア | 0.70% | — | +2.11% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.68% | -0.14% | +989.66% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +5.14% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -15.35% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.55% | — | -5.29% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.54% | — | +25.11% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | — | +0.25% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.52% | — | +2.29% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | — | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.49% | +0.41% | NEW | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | +0.89% | NEW | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +27.80% | |
| 47 | KMX | Carmax INC | 株式-一般消費財 | 0.41% | — | +27.44% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | +224.84% | |
| 49 | PGX | Invesco Preferred ETF | ETF-その他 | 0.39% | — | +1.63% | |
| 50 | ON | On Semiconductor | 株式-IT | 0.38% | — | -0.32% |