CIK: 0001423673
申告総資産額
$14.5億
| # | 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-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 53.03% | +0.39% | +10.07% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 8.60% | — | +1.01% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.47% | -0.75% | +171.09% | |
| 4 | MMM | 3m Co | 株式-資本財 | 3.45% | -0.16% | +8.66% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 3.37% | -0.20% | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.68% | +0.23% | — | |
| 7 | MDT | Medtronic plc | 株式-ヘルスケア | 2.11% | -0.04% | — | |
| 8 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.05% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.94% | -0.49% | +13.20% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 1.76% | -0.11% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.72% | — | — | |
| 12 | MCO | Moody's CORP | 株式-金融 | 1.26% | -0.10% | — | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.18% | -0.12% | — | |
| 14 | LIN | Linde plc | 株式-素材 | 1.07% | — | — | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.03% | — | +21.78% | |
| 16 | BBL | Bhp Group Plc-adr | 株式-その他 | 0.99% | — | — | |
| 17 | ROP | Roper Technologies INC | 株式-IT | 0.98% | -0.07% | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | -0.02% | -36.65% | |
| 19 | FTV | Fortive CORP | 株式-IT | 0.69% | — | — | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.64% | -0.02% | — | |
| 21 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.61% | — | — | |
| 22 | ECL | Ecolab INC | 株式-素材 | 0.55% | — | — | |
| 23 | RSG | Republic Services INC | 株式-資本財 | 0.51% | +0.05% | — | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.04% | — | |
| 25 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.44% | — | +51.94% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.39% | — | — | |
| 27 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.37% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.33% | -0.13% | — | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.31% | -0.02% | — | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.29% | — | -62.90% | |
| 31 | USB | US Bancorp | 株式-金融 | 0.28% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.22% | — | — | |
| 33 | WAT | Waters CORP | 株式-ヘルスケア | 0.21% | -0.18% | — | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.20% | — | — | |
| 35 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.18% | -0.01% | — | |
| 36 | EWH | Ishares Msci Hong Kong ETF | ETF-その他 | 0.15% | — | +73.13% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.10% | — | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.09% | — | — | |
| 39 | NTR | Nutrien LTD | 株式-素材 | 0.09% | +0.02% | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.07% | +0.02% | — | |
| 41 | FOA | Fonar CORP | 株式-その他 | 0.05% | -0.02% | EXIT | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.04% | — | — | |
| 43 | ERUS | Ishares Msci Russia ETF | ETF-その他 | 0.04% | — | — | |
| 44 | IEHC | Ieh CORP | 株式-その他 | 0.03% | — | -14.54% | |
| 45 | CDK | Cdk Global INC | 株式-その他 | 0.03% | — | — | |
| 46 | ✓ | Ocean Bio-chem INC | 株式-その他 | 0.03% | — | — | |
| 47 | GNTX | Gentex CORP | 株式-一般消費財 | 0.01% | — | — |