CIK: 0001759760
申告総資産額
$200.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 49.03% | -13.58% | -11.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 15.85% | +1.28% | +34.45% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 14.74% | +1.98% | +11.37% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 11.86% | — | +15.20% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.42% | — | +33.33% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.07% | — | +76.92% | |
| 7 | PDD | Pdd Holdings INC | 株式-一般消費財 | 0.98% | +2.61% | +2.14% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | -28.25% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.11% | — | — | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 0.08% | — | +4.39% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.06% | — | — | |
| 12 | SOGOGBP | Sogou Inc-adr | 株式-その他 | 0.04% | — | -43.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2.7% | +34.45% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +2% | +11.37% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +76.92% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +33.33% | 増加 |
| 5 | SOGOGBP | Sogou Inc-adr | +0.4% | -43.33% | 減少 |
| 6 | PDD | Pdd Holdings INC | +0.3% | +2.14% | 増加 |
| 7 | SBUX | Starbucks CORP | — | — | 変化なし |
| 8 | AEP | American Electric Power Company, Inc. | 0% | — | 変化なし |
| 9 | META | Meta Platforms Inc-class A | -0.3% | +15.20% | 増加 |
| 10 | BAC | Bank Of America CORP | -0.4% | -28.25% | 減少 |
| 11 | WFC | Wells Fargo & Co | -0.7% | +4.39% | 増加 |
| 12 | AAPL | Apple INC | -5.2% | -11.32% | 減少 |