CIK: 0001113234
申告総資産額
$2.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 18.81% | -1.08% | — | |
| 2 | BNS | Bank Of Nova Scotia | 株式-金融 | 15.88% | -1.15% | — | |
| 3 | TD | Toronto-dominion Bank | 株式-金融 | 13.38% | -0.35% | — | |
| 4 | BMO | Bank Of Montreal | 株式-金融 | 13.32% | +0.26% | — | |
| 5 | CM | Can Imperial Bk Of Commerce | 株式-金融 | 12.56% | +0.31% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.61% | -0.52% | +0.75% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 8.12% | -0.82% | — | |
| 8 | BCE | Bce INC | 株式-通信サービス | 6.30% | — | +51.26% | |
| 9 | RY | Royal Bank Of Canada | 株式-金融 | 0.82% | +0.55% | — | |
| 10 | MFC | Manulife Financial CORP | 株式-金融 | 0.21% | +2.79% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +7.1% | — | 変化なし |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +5% | +0.75% | 増加 |
| 3 | MKL | Markel Group INC | +3.4% | — | 変化なし |
| 4 | TD | Toronto-dominion Bank | +3.2% | — | 変化なし |
| 5 | BCE | Bce INC | +2.7% | +51.26% | 増加 |
| 6 | BMO | Bank Of Montreal | +1.7% | — | 変化なし |
| 7 | BNS | Bank Of Nova Scotia | +0.5% | — | 変化なし |
| 8 | CM | Can Imperial Bk Of Commerce | +0.5% | — | 変化なし |
| 9 | RY | Royal Bank Of Canada | -6.7% | — | 変化なし |
| 10 | MFC | Manulife Financial CORP | -17.4% | — | 変化なし |