CIK: 0002000314
申告総資産額
$3.0億
上位200銘柄を表示中（全388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 | 12.07% | -1.76% | +0.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.26% | -0.82% | -26.97% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.00% | — | -4.37% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -1.20% | -7.37% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.88% | — | +78.64% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.69% | — | -1.60% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.66% | -0.05% | -6.05% | |
| 8 | ETN | Eaton Corporation plc | 株式-資本財 | 1.40% | — | -19.58% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.38% | — | +821.77% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.20% | +0.11% | -4.68% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +74.38% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.16% | — | -1.90% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.15% | — | -2.93% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.02% | — | -6.32% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.20% | -9.88% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | -4.82% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | -0.30% | -0.45% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -12.04% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | -5.58% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.90% | +0.56% | NEW | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.87% | — | -25.16% | |
| 22 | SO | Southern Co/the | 株式-公益事業 | 0.87% | — | -4.73% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | -53.14% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | -7.09% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | -4.20% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.31% | +753.73% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | — | -50.38% | |
| 28 | ENB | Enbridge INC | 株式-エネルギー | 0.78% | — | -2.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | -9.77% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -4.93% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.75% | — | -3.69% | |
| 32 | PRU | Prudential Financial INC | 株式-金融 | 0.74% | — | -4.60% | |
| 33 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.73% | — | -6.35% | |
| 34 | ED | Consolidated Edison INC | 株式-公益事業 | 0.72% | — | -0.53% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | +1.06% | NEW | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.71% | — | +7.60% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | +0.31% | -47.04% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | -3.63% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.65% | — | -14.82% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.63% | -0.18% | -1.15% | |
| 41 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.62% | — | -0.91% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.61% | — | -2.39% | |
| 43 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.59% | — | +0.22% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | -9.46% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.19% | +2.61% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | -33.20% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | -10.06% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.52% | -0.36% | -3.31% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.51% | -0.14% | +50.63% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.50% | -0.17% | +544.34% |