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 | 17.59% | -0.78% | +6.34% | |
| 2 | HLF | Herbalife Ltd. | 株式-その他 | 16.84% | -0.07% | +51.31% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 16.21% | — | +28.87% | |
| 4 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 12.69% | -1.02% | +59.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 11.68% | -2.13% | +6.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.82% | — | +99.78% | |
| 7 | CTVA | Corteva INC | 株式-素材 | 5.11% | +0.37% | +6.53% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.83% | — | +5.73% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.02% | — | — | |
| 10 | NEM | Newmont CORP | 株式-素材 | 2.94% | +0.03% | — | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.30% | — | — | |
| 12 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.98% | — | — |
| # | 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 | +9.9% | +99.78% | 増加 |
| 2 | IBKR | Interactive Brokers Gro-cl A | +1.7% | +59.66% | 増加 |
| 3 | V | Visa Inc-class A Shares | -0.8% | +28.87% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | -0.9% | +5.73% | 増加 |
| 5 | CTVA | Corteva INC | -1.3% | +6.53% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | -2.2% | +6.38% | 増加 |
| 7 | HLF | Herbalife Ltd. | -3.1% | +51.31% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | -4.4% | +6.34% | 増加 |
| 9 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 10 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 11 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 12 | GDX | Vaneck Gold Miners ETF | — | NEW | 新規購入 |
| 13 | GDXJ | Vaneck Junior Gold Miners | — | NEW | 新規購入 |