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 | 19.14% | -0.78% | +22.08% | |
| 2 | HLF | Herbalife Ltd. | 株式-その他 | 17.81% | -0.07% | -1.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 14.60% | -2.13% | +9.27% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 13.84% | — | -2.10% | |
| 5 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 11.88% | -1.02% | +5.19% | |
| 6 | CTVA | Corteva INC | 株式-素材 | 5.28% | +0.37% | -0.14% | |
| 7 | NEM | Newmont CORP | 株式-素材 | 4.58% | +0.03% | +16.25% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.50% | — | -10.81% | |
| 9 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.22% | — | — | |
| 10 | STT | State Street CORP | 株式-金融 | 3.06% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | — | -62.50% | |
| 12 | GHC | Graham Holdings Co-class B | 株式-資本財 | 0.74% | -0.12% | — | |
| 13 | MACKEUR | Merrimack Pharmaceuticals In | 株式-その他 | 0.39% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +4.9% | +22.08% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +2.7% | +9.27% | 増加 |
| 3 | IBKR | Interactive Brokers Gro-cl A | +1.8% | +5.19% | 増加 |
| 4 | CTVA | Corteva INC | +0.9% | -0.14% | 減少 |
| 5 | NEM | Newmont CORP | +0.7% | +16.25% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -10.81% | 減少 |
| 7 | HLF | Herbalife Ltd. | -0.1% | -1.09% | 減少 |
| 8 | V | Visa Inc-class A Shares | -1% | -2.10% | 減少 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -12.9% | -62.50% | 減少 |
| 10 | BNY | Bank Of New York Mellon CORP | — | NEW | 新規購入 |
| 11 | STT | State Street CORP | — | NEW | 新規購入 |
| 12 | GDX | Vaneck Gold Miners ETF | — | EXIT | 全売却 |
| 13 | GDXJ | Vaneck Junior Gold Miners | — | EXIT | 全売却 |
| 14 | GHC | Graham Holdings Co-class B | — | NEW | 新規購入 |
| 15 | MACKEUR | Merrimack Pharmaceuticals In | — | NEW | 新規購入 |