CIK: 0001427147
申告総資産額
$10.0億
上位200銘柄を表示中（全455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 | 15.24% | +0.54% | -0.06% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.41% | +1.15% | — | |
| 3 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 6.80% | -0.95% | +2.49% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.73% | +0.49% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.14% | -1.18% | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.29% | +0.20% | +11.19% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.28% | -0.33% | +15.05% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.20% | +0.16% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.55% | +12.46% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 3.05% | +0.01% | — | |
| 11 | UL | Unilever PLC | 株式-生活必需品 | 3.00% | — | — | |
| 12 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.64% | -0.89% | — | |
| 13 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.56% | +0.25% | — | |
| 14 | NEM | Newmont CORP | 株式-素材 | 2.36% | -0.67% | +7.24% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.99% | +0.14% | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.89% | +0.05% | — | |
| 17 | ABX | Barrick Gold CORP | 株式-金融 | 1.61% | — | — | |
| 18 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.60% | +0.32% | +4.91% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.10% | +11.55% | |
| 20 | MKL | Markel Group INC | 株式-金融 | 1.57% | -0.01% | +0.25% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | +0.43% | — | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.48% | +0.29% | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.46% | +0.31% | +13.19% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | +0.33% | +1.44% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.10% | +0.41% | — | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.02% | -0.03% | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.87% | — | -0.50% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | -0.01% | — | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.66% | — | — | |
| 31 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.59% | +0.05% | — | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.58% | +0.05% | — | |
| 33 | PAAS | Pan American Silver CORP | 株式-素材 | 0.58% | -0.20% | +2.18% | |
| 34 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.51% | +0.20% | +28.41% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.49% | — | +11.13% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | +0.04% | — | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.41% | -0.12% | — | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.41% | — | -5.43% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.39% | +0.02% | — | |
| 40 | PID | Invesco International Divide | ETF-その他 | 0.30% | -0.02% | — | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.30% | +0.10% | +9.93% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.28% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | — | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | +0.02% | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | -0.69% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.23% | — | +1.09% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.22% | — | -7.45% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.19% | -0.02% | +7.25% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.18% | — | -82.36% |