CIK: 0001427147
申告総資産額
$10.0億
上位200銘柄を表示中（全444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 | 12.15% | +0.54% | -0.99% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.31% | +1.15% | -0.10% | |
| 3 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 7.72% | -0.95% | -3.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.39% | -1.18% | -6.45% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.69% | +0.49% | +10.54% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.54% | +0.16% | +14.06% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.38% | +0.20% | -1.49% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -0.55% | -0.87% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.30% | -0.33% | -6.71% | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 3.15% | +0.25% | +30.16% | |
| 11 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.82% | -0.89% | -0.80% | |
| 12 | NEM | Newmont CORP | 株式-素材 | 2.66% | -0.67% | -9.92% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.60% | +0.01% | -0.64% | |
| 14 | UL | Unilever PLC | 株式-生活必需品 | 2.48% | — | -1.05% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.10% | +0.29% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.55% | +0.14% | +2.48% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | +0.43% | +2.99% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.54% | +0.05% | — | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.53% | +0.29% | +4.44% | |
| 20 | B | Barrick Mining CORP | 株式-素材 | 1.44% | -0.41% | -24.72% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | +0.33% | +1.89% | |
| 22 | MKL | Markel Group INC | 株式-金融 | 1.32% | -0.01% | -0.98% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.29% | +0.31% | +0.26% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.05% | — | -0.40% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.03% | +0.41% | +0.50% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 0.97% | -0.03% | -0.68% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.77% | -0.01% | +1.17% | |
| 28 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.70% | +0.32% | -14.87% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | -1.02% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.68% | — | +486.07% | |
| 31 | PAAS | Pan American Silver CORP | 株式-素材 | 0.67% | -0.20% | -7.12% | |
| 32 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.63% | — | +7.16% | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.62% | — | -0.14% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.60% | +0.05% | +8.12% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.59% | +0.05% | +5.85% | |
| 36 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.53% | +0.20% | -0.57% | |
| 37 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.51% | — | -1.15% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.50% | -0.12% | -2.46% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.39% | — | -3.06% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | +0.04% | +1.00% | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.31% | +0.10% | -1.56% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.31% | +0.02% | -12.88% | |
| 43 | PID | Invesco International Divide | ETF-その他 | 0.30% | -0.02% | -1.44% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.30% | -0.02% | -0.63% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.26% | +0.04% | +19.44% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.23% | — | -3.71% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.19% | — | -0.27% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | +0.02% | -1.02% | |
| 50 | URNM | Sprott Uranium Miners ETF | ETF-その他 | 0.18% | -0.06% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | -6.45% | 減少 |
| 2 | AEM | Agnico Eagle Mines LTD | +0.9% | -3.26% | 減少 |
| 3 | TDTF | Flexshares Iboxx 5-year Targ | +0.6% | +30.16% | 増加 |
| 4 | FISV | Fiserv INC | +0.5% | +486.07% | 増加 |
| 5 | AGI | Alamos Gold Inc-class A | +0.5% | +7.16% | 増加 |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +14.06% | 増加 |
| 7 | NEM | Newmont CORP | +0.3% | -9.92% | 減少 |
| 8 | CEF | Sprott Physical Gold And Sil | +0.2% | -0.80% | 減少 |
| 9 | AAPL | Apple INC | +0.2% | -0.40% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.87% | 減少 |
| 11 | OAKM | Oakmark US Large Cap ETF | +0.1% | +10.62% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | +0.29% | 増加 |
| 13 | NVDA | Nvidia CORP | +0.1% | -0.63% | 増加 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.17% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -1.49% | 減少 |
| 16 | PAAS | Pan American Silver CORP | +0.1% | -7.12% | 減少 |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | -2.46% | 減少 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.44% | 増加 |
| 19 | INTC | Intel CORP | +0.1% | +164.17% | 増加 |
| 20 | BA | Boeing Co/the | +0.1% | +337.61% | 増加 |
| 21 | MMM | 3m Co | +0.1% | +4510.00% | 増加 |
| 22 | URNM | Sprott Uranium Miners ETF | +0.1% | — | 増加 |
| 23 | MRK | Merck & Co. INC. | +0.1% | +4.44% | 増加 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +3.54% | 増加 |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | — | 変化なし |
| 26 | DIS | Walt Disney Co/the | +0.1% | +67.33% | 増加 |
| 27 | META | Meta Platforms Inc-class A | 0% | -6.71% | 減少 |
| 28 | XOM | Exxon Mobil CORP | 0% | +2.99% | 増加 |
| 29 | CVX | Chevron CORP | 0% | +1.89% | 増加 |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -1.15% | 増加 |
| 31 | OXY | Occidental Petroleum CORP | 0% | -0.57% | 増加 |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +8.12% | 増加 |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +5.85% | 増加 |
| 34 | PSX | Phillips 66 | 0% | -1.56% | 減少 |
| 35 | ABBV | Abbvie INC | 0% | -1.02% | 減少 |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +10.54% | 増加 |
| 37 | MDT | Medtronic plc | -0.1% | -0.68% | 減少 |
| 38 | COP | Conocophillips | -0.1% | +0.50% | 増加 |
| 39 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -0.10% | 増加 |
| 40 | DVN | Devon Energy CORP | -0.1% | -35.10% | 減少 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 変化なし |
| 42 | CMCSA | Comcast Corp-class A | -0.4% | +2.48% | 増加 |
| 43 | UL | Unilever PLC | -0.5% | -1.05% | 減少 |
| 44 | LBRDK | Liberty Broadband-c | -0.9% | -14.87% | 減少 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -3.1% | -0.99% | 減少 |
| 46 | B | Barrick Mining CORP | — | NEW | 新規購入 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 全売却 |
| 48 | GLIBK | Liberty Capital Corp-cl C | — | NEW | 新規購入 |
| 49 | SIG | Signet Jewelers Limited | — | NEW | 新規購入 |
| 50 | CAH | Cardinal Health INC | — | NEW | 新規購入 |