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 | 11.46% | -0.97% | +0.64% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 9.20% | — | -0.29% | |
| 3 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 7.88% | +0.08% | +0.58% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.16% | +0.05% | +1.05% | |
| 5 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.13% | -0.35% | -0.15% | |
| 6 | CASH | Pathward Financial INC | 株式-その他 | 2.57% | +0.52% | +2.62% | |
| 7 | AXP | American Express Co | 株式-金融 | 2.46% | -0.25% | -1.97% | |
| 8 | JEF | Jefferies Financial Group In | 株式-金融 | 2.46% | — | +2.91% | |
| 9 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.43% | — | -0.29% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.34% | -1.05% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.25% | +0.07% | -0.24% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.24% | — | +290.52% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.20% | — | -1.78% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 2.17% | — | +0.22% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.05% | — | -0.17% | |
| 16 | CWGL | Crimson Wine Group LTD | 株式-その他 | 1.95% | -0.12% | +0.99% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.77% | — | +0.96% | |
| 18 | NVR | Nvr INC | 株式-一般消費財 | 1.75% | -0.09% | -0.26% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.68% | -0.84% | +0.02% | |
| 20 | C | Citigroup INC | 株式-金融 | 1.59% | -0.39% | -0.31% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.51% | — | +0.20% | |
| 22 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.47% | +0.12% | — | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.40% | — | +0.04% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.36% | — | -0.46% | |
| 25 | STLA | Stellantis N.V. | 株式-一般消費財 | 1.33% | — | -4.12% | |
| 26 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.30% | -0.29% | -0.12% | |
| 27 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 1.28% | — | -0.71% | |
| 28 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.27% | — | -0.32% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | -0.15% | +0.06% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.11% | — | — | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.06% | — | +0.27% | |
| 32 | BWB | Bridgewater Bancshares INC | 株式-その他 | 0.92% | — | +193.39% | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.87% | — | -0.22% | |
| 34 | VDE | Vanguard Energy ETF | ETF-その他 | 0.81% | +0.44% | -9.31% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | +3.23% | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.11% | +2.39% | |
| 37 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.60% | — | -1.69% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.53% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +0.02% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | +0.03% | +0.05% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | +0.77% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +2.66% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | -0.77% | |
| 46 | WRB | Wr Berkley CORP | 株式-金融 | 0.34% | — | -13.58% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | +0.07% | — | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | -0.37% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | +0.19% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | — |