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 | 33.99% | -1.56% | -0.73% | |
| 2 | BN | Brookfield CORP | 株式-金融 | 9.48% | -1.12% | +49.71% | |
| 3 | WMB | Williams Cos INC | 株式-エネルギー | 6.31% | +1.33% | -0.59% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.27% | -0.50% | -0.15% | |
| 5 | NEE | Nextera Energy INC | 株式-公益事業 | 5.61% | +0.88% | -0.24% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.51% | -0.35% | -0.06% | |
| 7 | MU | Micron Technology INC | 株式-IT | 4.79% | -0.62% | -32.58% | |
| 8 | ALLY | Ally Financial INC | 株式-金融 | 4.56% | -0.62% | +0.15% | |
| 9 | LEN | Lennar Corp-a | 株式-一般消費財 | 4.45% | -0.68% | +30.12% | |
| 10 | ✓ | Brookfield Renewable | 株式-その他 | 4.42% | +0.18% | -37.03% | |
| 11 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 3.09% | +1.72% | +0.33% | |
| 12 | ✓ | VeriSign Inc | 株式-その他 | 2.99% | +0.07% | -0.05% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 2.96% | +0.69% | +2.06% | |
| 14 | ACN | Accenture plc | 株式-IT | 2.83% | +0.33% | +3.56% | |
| 15 | KMX | Carmax INC | 株式-一般消費財 | 1.91% | +0.16% | +79.46% | |
| 16 | MRP | Millrose Properties | 株式-不動産 | 0.50% | -0.03% | +2.10% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.17% | -0.01% | -12.60% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 0.16% | +0.02% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -0.15% | 減少 |
| 2 | KMX | Carmax INC | +0.7% | +79.46% | 増加 |
| 3 | MU | Micron Technology INC | +0.6% | -32.58% | 減少 |
| 4 | ALLY | Ally Financial INC | +0.6% | +0.15% | 増加 |
| 5 | AAPL | Apple INC | +0.3% | -0.06% | 減少 |
| 6 | ACN | Accenture plc | +0.3% | +3.56% | 増加 |
| 7 | NEE | Nextera Energy INC | +0.3% | -0.24% | 減少 |
| 8 | LEN | Lennar Corp-a | +0.2% | +30.12% | 増加 |
| 9 | SO | Southern Co/the | 0% | — | 変化なし |
| 10 | VOOV | Vanguard S&p 500 Value ETF | 0% | -12.60% | 減少 |
| 11 | MRP | Millrose Properties | -0.1% | +2.10% | 増加 |
| 12 | BN | Brookfield CORP | -0.1% | +49.71% | 増加 |
| 13 | VZ | Verizon Communications INC | -0.2% | +2.06% | 増加 |
| 14 | WMB | Williams Cos INC | -0.4% | -0.59% | 減少 |
| 15 | ✓ | VeriSign Inc | -0.5% | -0.05% | 減少 |
| 16 | OXY | Occidental Petroleum CORP | -0.5% | +0.33% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.73% | 減少 |
| 18 | ✓ | Brookfield Renewable | -1.9% | -37.03% | 減少 |