CIK: 0002050138
申告総資産額
$9820.6万
| # | 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 | 7.50% | -0.39% | -0.89% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.96% | -1.25% | -0.57% | |
| 3 | MKL | Markel Group INC | 株式-金融 | 5.70% | -0.68% | -0.89% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.49% | -2.49% | -0.85% | |
| 5 | DG | Dollar General CORP | 株式-生活必需品 | 4.98% | -0.62% | -0.86% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.82% | -0.41% | -0.91% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.77% | -0.65% | -0.78% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.74% | -0.58% | -1.25% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.61% | -0.48% | -1.04% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.78% | +0.11% | +37.18% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.75% | +0.29% | -0.87% | |
| 12 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.69% | -0.25% | -0.85% | |
| 13 | MCO | Moody's CORP | 株式-金融 | 3.68% | -0.52% | -0.82% | |
| 14 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 3.61% | +0.05% | -1.12% | |
| 15 | KMX | Carmax INC | 株式-一般消費財 | 3.43% | +0.19% | -0.85% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.39% | +1.38% | -0.85% | |
| 17 | HSY | Hershey Co/the | 株式-生活必需品 | 3.36% | +1.10% | -0.81% | |
| 18 | NSC | Norfolk Southern CORP | 株式-資本財 | 3.33% | -0.06% | -0.82% | |
| 19 | AAPL | Apple INC | 株式-IT | 3.05% | -0.27% | -0.90% | |
| 20 | UHAL-B | U-haul Holding Co-non Voting | 株式-その他 | 2.94% | -0.12% | +53.72% | |
| 21 | BLDR | Builders Firstsource INC | 株式-資本財 | 2.90% | -0.48% | +46.63% | |
| 22 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.66% | +1.32% | +9.69% | |
| 23 | AXP | American Express Co | 株式-金融 | 2.25% | -0.46% | -3.65% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | -0.43% | -0.66% | |
| 25 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.39% | -0.19% | -1.18% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.29% | — | |
| 27 | INTC | Intel CORP | 株式-IT | 1.00% | — | -31.07% | |
| 28 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.23% | -0.02% | — | |
| 29 | UHAL | U-haul Holding Co | 株式-その他 | 0.22% | — | -3.15% |