CIK: 0001748726
申告総資産額
$4.1億
| # | 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 | DFAT | Dimensional US Target Value | ETF-その他 | 5.70% | +0.36% | +62.35% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.49% | -0.06% | +0.69% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.34% | — | +50.93% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.30% | +0.95% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.16% | — | -25.79% | |
| 6 | SYK | Stryker CORP | 株式-ヘルスケア | 2.72% | -0.06% | +2.10% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 2.70% | — | +1.23% | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.56% | -0.04% | -0.13% | |
| 9 | GD | General Dynamics CORP | 株式-資本財 | 2.54% | -0.03% | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.40% | — | +3.00% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.33% | — | +2.30% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.30% | -0.14% | +3.16% | |
| 13 | INTU | Intuit INC | 株式-IT | 2.28% | -0.30% | -2.71% | |
| 14 | ACN | Accenture plc | 株式-IT | 2.27% | -0.21% | -2.26% | |
| 15 | AFL | Aflac INC | 株式-金融 | 2.25% | — | -1.35% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 2.24% | -0.28% | +0.89% | |
| 17 | UFPI | Ufp Industries INC | 株式-素材 | 2.13% | +0.07% | +0.71% | |
| 18 | APH | Amphenol Corp-cl A | 株式-IT | 2.12% | -0.23% | +1.91% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 2.08% | — | +1.52% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.03% | -0.13% | -0.08% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | -0.10% | +5.65% | |
| 22 | LKQ | Lkq CORP | 株式-一般消費財 | 1.94% | — | +0.69% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.94% | -0.11% | +2.72% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.91% | — | +0.52% | |
| 25 | SWKS | Skyworks Solutions INC | 株式-IT | 1.90% | — | +3.75% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.84% | — | +4.41% | |
| 27 | DHI | Dr Horton INC | 株式-一般消費財 | 1.82% | -0.03% | +2.16% | |
| 28 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.76% | — | +1.77% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | — | +4.63% | |
| 30 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.71% | — | +2.03% | |
| 31 | COHR | Coherent Corp. | 株式-IT | 1.69% | — | — | |
| 32 | CSL | Carlisle Cos INC | 株式-資本財 | 1.67% | +0.05% | +1.15% | |
| 33 | PCAR | Paccar INC | 株式-資本財 | 1.55% | — | +8.17% | |
| 34 | ITT | Itt INC | 株式-資本財 | 1.54% | — | +2.32% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.54% | — | +2.30% | |
| 36 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.49% | — | +1.71% | |
| 37 | PII | Polaris INC | 株式-一般消費財 | 1.42% | — | +2.60% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 1.35% | — | +8.59% | |
| 39 | NVR | Nvr INC | 株式-一般消費財 | 1.35% | -0.07% | +2.21% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.34% | — | +808.18% | |
| 41 | GNRC | Generac Holdings INC | 株式-資本財 | 1.25% | — | +12.43% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | — | +1.89% | |
| 43 | DOCU | Docusign INC | 株式-IT | 1.13% | — | +25.28% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | -1.67% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | -8.29% | |
| 46 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.55% | — | — | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.49% | — | -46.43% | |
| 48 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.48% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +4.88% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.43% | — | +5.30% |