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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.79% | -2.49% | -3.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.20% | -0.39% | -1.04% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.85% | -1.25% | -0.12% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 5.69% | -0.68% | -0.95% | |
| 5 | DG | Dollar General CORP | 株式-生活必需品 | 5.36% | -0.62% | -1.05% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.46% | -0.48% | -1.35% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 4.43% | -0.58% | -1.50% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.06% | -0.65% | -1.12% | |
| 9 | SCHW | Schwab (charles) CORP | 株式-金融 | 3.75% | -0.25% | -0.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.74% | -0.27% | -0.99% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.50% | +1.38% | -1.23% | |
| 12 | NSC | Norfolk Southern CORP | 株式-資本財 | 3.49% | -0.06% | -1.07% | |
| 13 | MCO | Moody's CORP | 株式-金融 | 3.46% | -0.52% | -1.26% | |
| 14 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 3.42% | +0.05% | -1.44% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.09% | +0.29% | -4.39% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.04% | -0.41% | -0.90% | |
| 17 | HSY | Hershey Co/the | 株式-生活必需品 | 2.77% | +1.10% | -19.65% | |
| 18 | KMX | Carmax INC | 株式-一般消費財 | 2.52% | +0.19% | -0.67% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.46% | +0.11% | -22.51% | |
| 20 | AXP | American Express Co | 株式-金融 | 2.44% | -0.46% | -1.51% | |
| 21 | BLDR | Builders Firstsource INC | 株式-資本財 | 2.38% | -0.48% | -0.94% | |
| 22 | UHAL-B | U-haul Holding Co-non Voting | 株式-その他 | 2.35% | -0.12% | -0.86% | |
| 23 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.32% | +1.32% | -5.01% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.30% | -0.43% | -0.68% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.26% | +0.03% | -0.44% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.25% | +0.05% | -0.53% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.29% | -1.11% | |
| 28 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.16% | -0.19% | -0.43% | |
| 29 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.24% | -0.02% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | -3.47% | 減少 |
| 2 | DG | Dollar General CORP | +1.1% | -1.05% | 減少 |
| 3 | MKL | Markel Group INC | +0.6% | -0.95% | 減少 |
| 4 | AXP | American Express Co | +0.2% | -1.51% | 減少 |
| 5 | AAPL | Apple INC | +0.2% | -0.99% | 減少 |
| 6 | MCO | Moody's CORP | +0.2% | -1.26% | 減少 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -1.23% | 減少 |
| 8 | QSR | Restaurant Brands Intern | +0.2% | -1.44% | 減少 |
| 9 | AMZN | Amazon.com INC | +0.1% | -1.35% | 減少 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | -0.98% | 減少 |
| 11 | ELV | Elevance Health INC | +0.1% | -0.43% | 減少 |
| 12 | VXUS | Vanguard Total Intl Stock | 0% | -0.53% | 減少 |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.44% | 減少 |
| 14 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.12% | 減少 |
| 15 | WFC 7.5 PERP L | Wells Fargo & Company | 0% | — | 変化なし |
| 16 | MA | Mastercard INC - A | -0.1% | -1.50% | 減少 |
| 17 | DIS | Walt Disney Co/the | -0.1% | -1.12% | 減少 |
| 18 | MSFT | Microsoft CORP | -0.1% | -1.11% | 減少 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.04% | 減少 |
| 20 | UNH | Unitedhealth Group INC | -0.1% | -0.68% | 減少 |
| 21 | SBUX | Starbucks CORP | -0.2% | -4.39% | 減少 |
| 22 | NSC | Norfolk Southern CORP | -0.2% | -1.07% | 減少 |
| 23 | UHAL-B | U-haul Holding Co-non Voting | -0.2% | -0.86% | 減少 |
| 24 | META | Meta Platforms Inc-class A | -0.4% | -0.90% | 減少 |
| 25 | KMX | Carmax INC | -0.4% | -0.67% | 減少 |
| 26 | BLDR | Builders Firstsource INC | -0.5% | -0.94% | 減少 |
| 27 | OXY | Occidental Petroleum CORP | -0.5% | -5.01% | 減少 |
| 28 | HSY | Hershey Co/the | -0.8% | -19.65% | 減少 |
| 29 | NKE | Nike INC -cl B | -1% | -22.51% | 減少 |