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 | 12.01% | -0.97% | +0.91% | |
| 2 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 7.19% | +0.08% | +2.40% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.63% | +0.05% | +3.26% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.59% | — | +0.15% | |
| 5 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 2.98% | — | +0.97% | |
| 6 | CWGL | Crimson Wine Group LTD | 株式-その他 | 2.60% | -0.12% | +2.49% | |
| 7 | LBTYA | Liberty Global Ltd. | 株式-その他 | 2.30% | — | +1.06% | |
| 8 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.28% | -0.35% | +2.74% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.09% | -0.84% | +2.54% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.09% | +0.12% | +1.24% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | +0.07% | +0.71% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.34% | +0.18% | |
| 13 | CASH | Pathward Financial INC | 株式-その他 | 1.99% | +0.52% | +2.06% | |
| 14 | NVR | Nvr INC | 株式-一般消費財 | 1.82% | -0.09% | +1.73% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.80% | — | +4.97% | |
| 16 | KMX | Carmax INC | 株式-一般消費財 | 1.78% | +0.06% | — | |
| 17 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.74% | -0.29% | +7.16% | |
| 18 | VDE | Vanguard Energy ETF | ETF-その他 | 1.65% | +0.44% | +0.78% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.62% | — | +0.08% | |
| 20 | FOX | Fox CORP - Class B | 株式-通信サービス | 1.56% | — | +2.18% | |
| 21 | KR | Kroger Co | 株式-生活必需品 | 1.46% | +0.08% | -0.32% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.44% | — | +2.95% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.43% | +0.07% | -1.30% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.31% | -0.15% | +0.29% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.29% | — | +4.36% | |
| 26 | TBBK | Bancorp Inc/the | 株式-その他 | 1.29% | -0.57% | +2.53% | |
| 27 | BATRKUSD | Liberty Media Corp-braves C | 株式-その他 | 1.24% | — | +2.95% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | +3.23% | — | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.15% | — | +2.91% | |
| 30 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.13% | — | +2.71% | |
| 31 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.05% | — | +4.71% | |
| 32 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.98% | -0.25% | +3.18% | |
| 33 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.97% | — | +2.36% | |
| 34 | BWB | Bridgewater Bancshares INC | 株式-その他 | 0.94% | — | -18.95% | |
| 35 | AXP | American Express Co | 株式-金融 | 0.93% | -0.25% | +0.79% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | — | +1.04% | |
| 37 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.90% | — | — | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.90% | — | +0.32% | |
| 39 | OPFI | Oppfi INC | 株式-その他 | 0.87% | — | +1.24% | |
| 40 | DFH | Dream Finders Homes INC - A | 株式-その他 | 0.87% | -0.30% | +512.94% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.84% | -0.39% | +4.36% | |
| 42 | JEF | Jefferies Financial Group In | 株式-金融 | 0.82% | — | +3.33% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | — | +1.38% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.74% | +0.15% | +1.56% | |
| 45 | WRB | Wr Berkley CORP | 株式-金融 | 0.52% | — | +0.51% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | +0.86% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.11% | +1935.52% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +2.82% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.43% | — | -27.26% | |
| 50 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.41% | — | +0.68% |