CIK: 0001596355
申告総資産額
$1.7億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 30.12% | -1.56% | +18.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.57% | -0.35% | +256.71% | |
| 3 | LEN | Lennar Corp-a | 株式-一般消費財 | 10.15% | -0.68% | +16.18% | |
| 4 | MU | Micron Technology INC | 株式-IT | 6.27% | -0.62% | +62.37% | |
| 5 | WHR | Whirlpool CORP | 株式-一般消費財 | 5.86% | — | -11.61% | |
| 6 | LBTYA | Liberty Global Ltd. | 株式-その他 | 5.10% | — | +12.68% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 4.67% | — | +15.77% | |
| 8 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.91% | — | +15.31% | |
| 9 | WMB | Williams Cos INC | 株式-エネルギー | 3.75% | +1.33% | +15.39% | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 3.26% | +0.16% | -44.37% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.24% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.23% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.16% | — | — | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 2.54% | — | +16.61% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.54% | — | +17.36% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | — | — | |
| 17 | ARW | Arrow Electronics INC | 株式-IT | 0.28% | — | — | |
| 18 | ✓ | Dover Corporation | 株式-その他 | 0.28% | — | — | |
| 19 | SJR-BEUR | Shaw Communications Inc-b | 株式-その他 | 0.19% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2.6% | +18.35% | 増加 |
| 2 | LEN | Lennar Corp-a | +1.7% | +16.18% | 増加 |
| 3 | MU | Micron Technology INC | +0.8% | +62.37% | 増加 |
| 4 | SJR-BEUR | Shaw Communications Inc-b | 0% | — | 変化なし |
| 5 | ARW | Arrow Electronics INC | 0% | — | 変化なし |
| 6 | ✓ | Dover Corporation | 0% | — | 変化なし |
| 7 | COST | Costco Wholesale CORP | -0.1% | — | 変化なし |
| 8 | WHR | Whirlpool CORP | -0.2% | -11.61% | 減少 |
| 9 | WMB | Williams Cos INC | -0.3% | +15.39% | 増加 |
| 10 | AEP | American Electric Power Company, Inc. | -0.3% | +17.36% | 増加 |
| 11 | BAC | Bank Of America CORP | -0.5% | +15.77% | 増加 |
| 12 | WFC | Wells Fargo & Co | -0.5% | +16.61% | 増加 |
| 13 | BNY | Bank Of New York Mellon CORP | -1% | +15.31% | 増加 |
| 14 | LBTYA | Liberty Global Ltd. | -1% | +12.68% | 増加 |
| 15 | AAPL | Apple INC | -1.6% | +256.71% | 増加 |
| 16 | KMX | Carmax INC | -4.1% | -44.37% | 減少 |
| 17 | C | Citigroup Inc. | — | EXIT | 全売却 |
| 18 | DGS | Wisdomtree Em Small Cap | — | NEW | 新規購入 |
| 19 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |
| 20 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |