CIK: 0001638022
申告総資産額
$6.0億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.03% | -0.97% | -0.72% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.94% | — | -25.38% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 8.06% | +0.08% | +19.58% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.04% | +0.05% | -5.70% | |
| 5 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.03% | -0.35% | -11.92% | |
| 6 | AXP | American Express Co | 株式-金融 | 2.55% | -0.25% | -7.74% | |
| 7 | CASH | Pathward Financial INC | 株式-その他 | 2.47% | +0.52% | +39.10% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 2.46% | — | +38.69% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.34% | -36.40% | |
| 10 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.43% | — | +0.71% | |
| 11 | CWGL | Crimson Wine Group LTD | 株式-その他 | 2.26% | -0.12% | +23.14% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | — | -8.41% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.19% | +0.07% | -10.38% | |
| 14 | JEF | Jefferies Financial Group In | 株式-金融 | 2.14% | — | +58.98% | |
| 15 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.03% | — | -82.27% | |
| 16 | C | Citigroup INC | 株式-金融 | 1.99% | -0.39% | -8.25% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.99% | -0.84% | -22.48% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.93% | — | -49.93% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.82% | — | -32.44% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.67% | — | +2.49% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | — | -5.17% | |
| 22 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.55% | -0.29% | -0.38% | |
| 23 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.48% | — | -8.50% | |
| 24 | NVR | Nvr INC | 株式-一般消費財 | 1.45% | -0.09% | -6.78% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.42% | — | -1.34% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 1.40% | — | -27.42% | |
| 27 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 1.36% | — | -41.35% | |
| 28 | STLA | Stellantis N.V. | 株式-一般消費財 | 1.20% | — | -9.59% | |
| 29 | VDE | Vanguard Energy ETF | ETF-その他 | 1.15% | +0.44% | -0.54% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | -0.15% | +0.43% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.10% | — | — | |
| 32 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.06% | — | -7.13% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | -32.29% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | +3.23% | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.11% | -11.42% | |
| 36 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.62% | — | — | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.53% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +0.76% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | +0.03% | +0.16% | |
| 40 | WRB | Wr Berkley CORP | 株式-金融 | 0.39% | — | -4.07% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +1.08% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | +0.86% | |
| 43 | BWB | Bridgewater Bancshares INC | 株式-その他 | 0.36% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | — | -1.07% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +32.96% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | — | -16.63% | |
| 47 | SPHR | Sphere Entertainment Co | 株式-通信サービス | 0.31% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.07% | +0.95% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | +0.20% | |
| 50 | WERN | Werner Enterprises INC | 株式-その他 | 0.29% | — | -35.99% |