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 | 75.37% | -0.45% | — | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 5.24% | — | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.94% | +0.26% | +0.22% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.85% | +0.11% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.96% | — | — | |
| 6 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.46% | +0.34% | +13.88% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.94% | -2.56% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.34% | +0.18% | -0.73% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | +0.13% | -1.49% | |
| 11 | ✓ | 株式-その他 | 1.07% | — | — | ||
| 12 | AAPL | Apple INC | 株式-IT | 1.05% | -0.15% | — | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | +4.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.1% | -2.56% | 減少 |
| 2 | ✓ | Exxon Mobil Corporation | +0.1% | +13.88% | 増加 |
| 3 | PEP | Pepsico INC | +0.1% | +4.57% | 増加 |
| 4 | PG | Procter & Gamble Co/the | +0.1% | — | 変化なし |
| 5 | JNJ | Johnson & Johnson | 0% | -1.49% | 減少 |
| 6 | ✓ | 3m Co | 0% | — | 変化なし |
| 7 | IWB | Ishares Russell 1000 ETF | — | -0.73% | 減少 |
| 8 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.22% | 増加 |
| 9 | IWO | Ishares Russell 2000 Growth | -0.3% | — | 変化なし |
| 10 | IWN | Ishares Russell 2000 Value E | -0.4% | — | 変化なし |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 13 | ✓ | — | NEW | 新規購入 | |
| 14 | AAPL | Apple INC | — | NEW | 新規購入 |
| 15 | AAPL | Apple Computer | — | EXIT | 全売却 |
| 16 | SRE | Sempra | — | EXIT | 全売却 |