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 | 31.94% | +19.23% | +0.47% | |
| 2 | GS | Goldman Sachs Group INC | 株式-金融 | 26.45% | -26.11% | — | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 17.31% | -17.31% | EXIT | |
| 4 | WFC | Wells Fargo & Co | 株式-金融 | 12.30% | +11.37% | -2.78% | |
| 5 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 5.29% | +6.43% | +190.91% | |
| 6 | BBTUSD | Bb&t CORP | 株式-その他 | 3.56% | -3.56% | EXIT | |
| 7 | JPM | JPMorgan Chase & Co. | 株式-金融 | 1.67% | -1.67% | EXIT | |
| 8 | USB | US Bancorp | 株式-金融 | 1.43% | +4.07% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 0.04% | -0.04% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KHC | Kraft Heinz Co/the | +5.2% | +190.91% | 増加 |
| 2 | USB | US Bancorp | +0.1% | — | 変化なし |
| 3 | JPM | JPMorgan Chase & Co. | -0.4% | -1.47% | 減少 |
| 4 | WFC | Wells Fargo & Co | -6.2% | -2.78% | 減少 |
| 5 | AAPL | Apple INC | -10.9% | -99.53% | 減少 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | -35.1% | +0.47% | 増加 |
| 7 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 8 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 9 | BBTUSD | Bb&t CORP | — | NEW | 新規購入 |