CIK: 0001471085
申告総資産額
$10.1億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 20.06% | -0.78% | +25.23% | |
| 2 | HLF | Herbalife Ltd. | 株式-その他 | 15.47% | -0.07% | +37.83% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 15.12% | — | +18.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.43% | -2.13% | +23.50% | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 10.65% | -1.02% | +37.42% | |
| 6 | CTVA | Corteva INC | 株式-素材 | 6.20% | +0.37% | — | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 5.82% | — | +29.50% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.22% | — | +20.25% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 4.02% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.95% | — | +2471.43% | |
| 11 | WRLD | World Acceptance CORP | 株式-その他 | 1.94% | — | -47.72% | |
| 12 | COHR | Coherent Corp. | 株式-IT | 0.12% | — | +24.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +2471.43% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +23.50% | 増加 |
| 3 | IBKR | Interactive Brokers Gro-cl A | +0.6% | +37.42% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +20.25% | 増加 |
| 5 | COHR | Coherent Corp. | — | +24.65% | 増加 |
| 6 | TSLA | Tesla INC | -0.8% | — | 変化なし |
| 7 | HLF | Herbalife Ltd. | -0.9% | +37.83% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | -1% | +29.50% | 増加 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | +25.23% | 増加 |
| 10 | V | Visa Inc-class A Shares | -1.5% | +18.36% | 増加 |
| 11 | WRLD | World Acceptance CORP | -4.2% | -47.72% | 減少 |
| 12 | CTVA | Corteva INC | — | NEW | 新規購入 |