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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.04% | — | +11.62% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.54% | — | +4.29% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 7.23% | +0.36% | +7.74% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.45% | +0.09% | -22.06% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.30% | +1.28% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.74% | -0.06% | -0.39% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.69% | -0.06% | -0.68% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.36% | -1.03% | -7.11% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.33% | -0.04% | +1.12% | |
| 10 | LKQ | Lkq CORP | 株式-一般消費財 | 2.22% | — | +928.16% | |
| 11 | DHI | Dr Horton INC | 株式-一般消費財 | 2.11% | -0.03% | -2.28% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.11% | -0.14% | +0.37% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 2.09% | -0.23% | +1.23% | |
| 14 | GD | General Dynamics CORP | 株式-資本財 | 2.07% | -0.03% | -0.36% | |
| 15 | PCAR | Paccar INC | 株式-資本財 | 2.04% | — | +49.97% | |
| 16 | INTU | Intuit INC | 株式-IT | 2.04% | -0.30% | +1.75% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.99% | — | -1.30% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.97% | -0.21% | +13.66% | |
| 19 | UFPI | Ufp Industries INC | 株式-素材 | 1.92% | +0.07% | -0.31% | |
| 20 | SWKS | Skyworks Solutions INC | 株式-IT | 1.86% | — | +0.01% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.83% | — | +0.68% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | — | -1.94% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.73% | — | +4.92% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.71% | — | -1.47% | |
| 25 | ITT | Itt INC | 株式-資本財 | 1.67% | — | +1.92% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.60% | — | -0.24% | |
| 27 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.55% | — | -16.49% | |
| 28 | NVR | Nvr INC | 株式-一般消費財 | 1.53% | -0.07% | -1.49% | |
| 29 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.53% | — | — | |
| 30 | MKL | Markel Group INC | 株式-金融 | 1.51% | -0.15% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.45% | -0.11% | +3.55% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 1.41% | -0.28% | +5.70% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.40% | — | -0.44% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | +0.51% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.13% | -0.14% | |
| 36 | CSL | Carlisle Cos INC | 株式-資本財 | 1.21% | +0.05% | +2.68% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 1.19% | — | +0.52% | |
| 38 | GNRC | Generac Holdings INC | 株式-資本財 | 1.12% | — | +108.79% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.03% | — | -0.19% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | — | -30.51% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.78% | — | +52.94% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.50% | — | -7.42% | |
| 43 | AFL | Aflac INC | 株式-金融 | 0.49% | — | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | — | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.36% | — | — | |
| 46 | AAPL | Apple INC | 株式-IT | 0.35% | — | -0.02% | |
| 47 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.31% | — | — | |
| 48 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.30% | — | +10.43% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -47.92% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.27% | — | +19.21% |