CIK: 0001468685
申告総資産額
$8.1億
上位200銘柄を表示中（全227銘柄）
| # | 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 | 16.92% | — | -1.27% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 10.43% | — | -0.17% | |
| 3 | IQLT | Ishares Msci International Q | ETF-その他 | 9.99% | — | +2.29% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.54% | — | -99.00% | |
| 5 | VDE | Vanguard Energy ETF | ETF-その他 | 5.63% | — | -1.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.85% | — | -0.68% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.92% | — | +0.53% | |
| 8 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 3.38% | — | -1.81% | |
| 9 | ✓ | 株式-その他 | 3.03% | — | -6.12% | ||
| 10 | AAPL | Apple INC | 株式-IT | 2.56% | — | -0.35% | |
| 11 | KMX | Carmax INC | 株式-一般消費財 | 1.89% | — | +55.18% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.32% | — | -1.48% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.19% | — | -1.14% | |
| 14 | OMGBP | Outset Medical INC | 株式-その他 | 0.88% | — | +110.01% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | +7.54% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +1.10% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +2.92% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | — | -3.32% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | — | +0.74% | |
| 20 | SE | Sea Ltd-adr | 株式-通信サービス | 0.50% | — | +69.68% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -11.19% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | -0.65% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -1.34% | |
| 24 | GEF | Greif Inc-cl A | 株式-その他 | 0.38% | — | -29.66% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +7.75% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.36% | — | +2.06% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.33% | — | +0.08% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | -9.87% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | — | -3.45% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.30% | — | +7.18% | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.29% | — | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.29% | — | -12.83% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.28% | — | +3.67% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.28% | — | +12.93% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.28% | — | -4.00% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | -0.21% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.27% | — | +7.82% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | -0.16% | |
| 39 | FRME | First Merchants CORP | 株式-その他 | 0.26% | — | +0.11% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.26% | — | +4.01% | |
| 41 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.25% | — | — | |
| 42 | INTU | Intuit INC | 株式-IT | 0.25% | — | -4.41% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.24% | — | +12.38% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | -0.63% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.24% | — | +1.83% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.24% | — | -2.10% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.24% | — | +8.15% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.23% | — | +0.37% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | -0.56% | |
| 50 | PRK | Park National CORP | 株式-その他 | 0.22% | — | — |