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 | 10.30% | -0.97% | +0.22% | |
| 2 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 7.30% | +0.08% | -0.88% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.20% | — | -4.02% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.49% | +0.05% | +0.39% | |
| 5 | CASH | Pathward Financial INC | 株式-その他 | 2.77% | +0.52% | -6.59% | |
| 6 | CWGL | Crimson Wine Group LTD | 株式-その他 | 2.70% | -0.12% | -3.23% | |
| 7 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 2.63% | -0.29% | -1.91% | |
| 8 | LBTYA | Liberty Global Ltd. | 株式-その他 | 2.59% | — | +1.73% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 2.53% | — | -7.38% | |
| 10 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.29% | -0.35% | -1.48% | |
| 11 | JEF | Jefferies Financial Group In | 株式-金融 | 2.20% | — | -5.02% | |
| 12 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 2.09% | — | +0.87% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.34% | +0.69% | |
| 14 | NVR | Nvr INC | 株式-一般消費財 | 1.90% | -0.09% | -1.71% | |
| 15 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.68% | +0.12% | -2.07% | |
| 16 | TBBK | Bancorp Inc/the | 株式-その他 | 1.66% | -0.57% | -0.73% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.07% | +0.95% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | — | +5.54% | |
| 19 | FOX | Fox CORP - Class B | 株式-通信サービス | 1.59% | — | +0.35% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.53% | — | -4.91% | |
| 21 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.48% | — | -9.76% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.34% | -0.84% | +3.73% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.33% | — | -0.46% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.30% | — | +0.18% | |
| 25 | STLA | Stellantis N.V. | 株式-一般消費財 | 1.27% | -0.25% | -0.90% | |
| 26 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.20% | — | -0.50% | |
| 27 | OPFI | Oppfi INC | 株式-その他 | 1.20% | — | — | |
| 28 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.18% | — | -2.01% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | — | -0.31% | |
| 30 | BWB | Bridgewater Bancshares INC | 株式-その他 | 1.12% | — | +3.72% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | +0.07% | -1.82% | |
| 32 | KR | Kroger Co | 株式-生活必需品 | 1.08% | +0.08% | -0.89% | |
| 33 | VDE | Vanguard Energy ETF | ETF-その他 | 1.07% | +0.44% | -2.74% | |
| 34 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 1.04% | — | +1.03% | |
| 35 | C | Citigroup INC | 株式-金融 | 1.00% | -0.39% | -3.32% | |
| 36 | AXP | American Express Co | 株式-金融 | 1.00% | -0.25% | -1.45% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.96% | — | — | |
| 38 | BATRKUSD | Liberty Media Corp-braves C | 株式-その他 | 0.91% | — | +3.72% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | -0.15% | +0.33% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.81% | — | +0.49% | |
| 41 | QVCAUSD | Qurate Retail Inc-series A | 株式-その他 | 0.79% | — | +5.29% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | +3.23% | — | |
| 43 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.65% | — | +0.67% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.11% | +1.81% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.52% | — | +85.52% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.49% | +0.15% | +2.20% | |
| 47 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.46% | — | -1.30% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | +5.01% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.43% | — | +0.57% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | -5.42% |