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 | 25.75% | -1.56% | -0.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.63% | -0.35% | -0.31% | |
| 3 | VZ | Verizon Communications INC | 株式-通信サービス | 7.31% | +0.69% | +66.05% | |
| 4 | WMB | Williams Cos INC | 株式-エネルギー | 6.57% | +1.33% | +0.48% | |
| 5 | LEN | Lennar Corp-a | 株式-一般消費財 | 6.37% | -0.68% | -0.01% | |
| 6 | MU | Micron Technology INC | 株式-IT | 6.10% | -0.62% | +0.43% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 5.62% | — | — | |
| 8 | CTLEUR | Centurylink INC | 株式-その他 | 5.02% | — | — | |
| 9 | WHR | Whirlpool CORP | 株式-一般消費財 | 4.39% | — | -0.76% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.29% | — | -1.16% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.17% | — | +3.56% | |
| 12 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.70% | — | -1.52% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 3.64% | — | +0.40% | |
| 14 | KMX | Carmax INC | 株式-一般消費財 | 2.89% | +0.16% | -0.13% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.87% | — | +0.52% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.69% | — | +0.21% |
| # | 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 | — | EXIT | 全売却 |
| 2 | AAPL | Apple INC | — | EXIT | 全売却 |
| 3 | LEN | Lennar Corp-a | — | EXIT | 全売却 |
| 4 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 5 | WMB | Williams Cos INC | — | EXIT | 全売却 |
| 6 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 7 | WHR | Whirlpool CORP | — | EXIT | 全売却 |
| 8 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 全売却 |
| 9 | T | At&t INC | — | EXIT | 全売却 |
| 10 | LBTYA | Liberty Global Ltd. | — | EXIT | 全売却 |
| 11 | VEA | Vanguard Ftse Developed ETF | — | EXIT | 全売却 |
| 12 | BNY | Bank Of New York Mellon CORP | — | EXIT | 全売却 |
| 13 | BAC | Bank Of America CORP | — | EXIT | 全売却 |
| 14 | KMX | Carmax INC | — | EXIT | 全売却 |
| 15 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 16 | DGS | Wisdomtree Em Small Cap | — | EXIT | 全売却 |
| 17 | DEM | Wisdomtree Emerging Markets | — | EXIT | 全売却 |