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 | 16.82% | -0.78% | -12.97% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 15.40% | -2.13% | +285.29% | |
| 3 | HLF | Herbalife Ltd. | 株式-その他 | 14.48% | -0.07% | +2.88% | |
| 4 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 9.60% | -1.02% | -33.76% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 8.10% | +1.30% | NEW | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 6.82% | — | -32.99% | |
| 7 | CTVA | Corteva INC | 株式-素材 | 5.92% | +0.37% | -1.32% | |
| 8 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 4.33% | +0.29% | +211.69% | |
| 9 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.63% | — | +3.82% | |
| 10 | STT | State Street CORP | 株式-金融 | 3.48% | — | +2.07% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.36% | — | +228.00% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 2.27% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.23% | — | -51.75% | |
| 14 | NEM | Newmont CORP | 株式-素材 | 1.22% | +0.03% | -60.39% | |
| 15 | GHC | Graham Holdings Co-class B | 株式-資本財 | 1.21% | -0.12% | +2.60% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | -34.00% | |
| 17 | MACKEUR | Merrimack Pharmaceuticals In | 株式-その他 | 0.53% | — | +3.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +15.4% | +228.00% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +7.9% | +285.29% | 増加 |
| 3 | REGN | Regeneron Pharmaceuticals | +1.7% | +211.69% | 増加 |
| 4 | MACKEUR | Merrimack Pharmaceuticals In | -0.2% | +3.61% | 増加 |
| 5 | GHC | Graham Holdings Co-class B | -0.3% | +2.60% | 増加 |
| 6 | STT | State Street CORP | -0.5% | +2.07% | 増加 |
| 7 | BNY | Bank Of New York Mellon CORP | -0.6% | +3.82% | 増加 |
| 8 | CTVA | Corteva INC | -0.8% | -1.32% | 減少 |
| 9 | GOOG | Alphabet Inc-cl C | -2.1% | -51.75% | 減少 |
| 10 | NEM | Newmont CORP | -2.2% | -60.39% | 減少 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.4% | -34.00% | 減少 |
| 12 | HLF | Herbalife Ltd. | -5% | +2.88% | 増加 |
| 13 | IBKR | Interactive Brokers Gro-cl A | -5.3% | -33.76% | 減少 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | -5.6% | -12.97% | 減少 |
| 15 | V | Visa Inc-class A Shares | -5.8% | -32.99% | 減少 |
| 16 | IWO | Ishares Russell 2000 Growth | — | NEW | 新規購入 |
| 17 | MO | Altria Group INC | — | NEW | 新規購入 |