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 | 75.36% | -0.45% | -3.77% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 5.54% | — | — | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.21% | +0.11% | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.15% | +0.26% | -3.54% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.78% | — | — | |
| 6 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.36% | +0.34% | +2.45% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.34% | +0.18% | +1.13% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.94% | +4.21% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +17.06% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.13% | +4.79% | |
| 11 | AAPL | Apple Computer | 株式-IT | 0.95% | — | — | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | — | |
| 13 | SRE | Sempra | 株式-公益事業 | 0.94% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.1% | +17.06% | 増加 |
| 2 | JNJ | Johnson & Johnson | +0.1% | +4.79% | 増加 |
| 3 | IWB | Ishares Russell 1000 ETF | 0% | +1.13% | 増加 |
| 4 | MSFT | Microsoft CORP | 0% | +4.21% | 増加 |
| 5 | ✓ | Exxon Mobil Corporation | 0% | +2.45% | 増加 |
| 6 | IWN | Ishares Russell 2000 Value E | 0% | — | 変化なし |
| 7 | IWO | Ishares Russell 2000 Growth | -0.1% | — | 変化なし |
| 8 | EFA | Ishares Msci Eafe ETF | -0.2% | -3.54% | 減少 |
| 9 | ✓ | 3m Co | -1.3% | -3.77% | 減少 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 12 | IWV | Ishares Russell 3000 ETF | — | EXIT | 全売却 |
| 13 | AAPL | Apple Computer | — | NEW | 新規購入 |
| 14 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 15 | SRE | Sempra | — | NEW | 新規購入 |