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 | 37.24% | -1.56% | +0.03% | |
| 2 | BN | Brookfield CORP | 株式-金融 | 9.43% | -1.12% | +1.26% | |
| 3 | WMB | Williams Cos INC | 株式-エネルギー | 7.00% | +1.33% | +0.02% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.18% | -0.35% | -16.25% | |
| 5 | ✓ | Brookfield Renewable | 株式-その他 | 6.11% | +0.18% | +55.54% | |
| 6 | NEE | Nextera Energy INC | 株式-公益事業 | 6.02% | +0.88% | +1.31% | |
| 7 | LEN | Lennar Corp-a | 株式-一般消費財 | 5.30% | -0.68% | +0.59% | |
| 8 | ✓ | VeriSign Inc | 株式-その他 | 4.40% | +0.07% | +1.83% | |
| 9 | ALLY | Ally Financial INC | 株式-金融 | 4.38% | -0.62% | +1.53% | |
| 10 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 4.37% | +1.72% | +2.54% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 3.55% | +0.69% | +1.12% | |
| 12 | KMX | Carmax INC | 株式-一般消費財 | 3.09% | +0.16% | -0.13% | |
| 13 | MU | Micron Technology INC | 株式-IT | 2.54% | -0.62% | +2.57% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | -0.01% | +1.78% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 0.18% | +0.02% | — |