CIK: 0001726846
申告総資産額
$3087.6万
| # | 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 | 67.06% | +19.23% | -29.21% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 18.54% | +11.37% | +32.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 10.89% | -0.04% | EXIT | |
| 4 | JPM | JPMorgan Chase & Co. | 株式-金融 | 2.03% | -1.67% | EXIT | |
| 5 | USB | US Bancorp | 株式-金融 | 1.35% | +4.07% | -77.84% | |
| 6 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.13% | +6.43% | -82.68% |
| # | 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 | +17.1% | -29.21% | 減少 |
| 2 | WFC | Wells Fargo & Co | +8.3% | +32.82% | 増加 |
| 3 | KHC | Kraft Heinz Co/the | -0.1% | -82.68% | 減少 |
| 4 | USB | US Bancorp | -2.5% | -77.84% | 減少 |
| 5 | AAPL | Apple INC | -7.9% | +2.31% | 増加 |
| 6 | NVR | Nvr INC | — | EXIT | 全売却 |
| 7 | FAST | Fastenal Co | — | EXIT | 全売却 |
| 8 | JPM | JPMorgan Chase & Co. | — | NEW | 新規購入 |