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 | 21.39% | -0.78% | +3.99% | |
| 2 | HLF | Herbalife Ltd. | 株式-その他 | 18.98% | -0.07% | +3.52% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 15.31% | — | -1.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 13.20% | -2.13% | +2.85% | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 8.96% | -1.02% | +3.03% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 6.58% | — | — | |
| 7 | CTVA | Corteva INC | 株式-素材 | 6.29% | +0.37% | +2.13% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.49% | — | +1.68% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.80% | — | -87.44% |
| # | 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 | +25.4% | -87.44% | 減少 |
| 2 | TSLA | Tesla INC | +0.9% | — | 変化なし |
| 3 | GOOG | Alphabet Inc-cl C | -1.1% | +1.68% | 増加 |
| 4 | HLF | Herbalife Ltd. | -1.3% | +3.52% | 増加 |
| 5 | CTVA | Corteva INC | -1.5% | +2.13% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | -2.6% | +2.85% | 増加 |
| 7 | V | Visa Inc-class A Shares | -3.7% | -1.61% | 減少 |
| 8 | IBKR | Interactive Brokers Gro-cl A | -4% | +3.03% | 増加 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | -4.1% | +3.99% | 増加 |
| 10 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 11 | WRLD | World Acceptance CORP | — | EXIT | 全売却 |
| 12 | COHR | Coherent Corp. | — | EXIT | 全売却 |