CIK: 0001486083
申告総資産額
$3.0億
| # | 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 | ✓ | 3m Co | 株式-その他 | 76.83% | -0.45% | -0.01% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 5.43% | — | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.15% | +0.26% | +2.55% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.06% | +0.11% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.67% | — | — | |
| 6 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.37% | +0.34% | +3.59% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.23% | — | +15.74% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -0.78% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.94% | -1.35% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.05% | +0.18% | — | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.97% | — | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.13% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.1% | +15.74% | 増加 |
| 2 | ✓ | Exxon Mobil Corporation | 0% | +3.59% | 増加 |
| 3 | MSFT | Microsoft CORP | -0.1% | -1.35% | 減少 |
| 4 | PG | Procter & Gamble Co/the | -0.1% | -0.78% | 減少 |
| 5 | IWN | Ishares Russell 2000 Value E | -0.4% | — | 変化なし |
| 6 | EFA | Ishares Msci Eafe ETF | -0.4% | +2.55% | 増加 |
| 7 | IWO | Ishares Russell 2000 Growth | -0.6% | — | 変化なし |
| 8 | ✓ | 3m Co | -1.2% | -0.01% | 減少 |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 11 | IWB | Ishares Russell 1000 ETF | — | NEW | 新規購入 |
| 12 | AEP | American Electric Power Company, Inc. | — | NEW | 新規購入 |
| 13 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |