CIK: 0001926344
申告総資産額
$3.5億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 34.52% | -0.80% | -85.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 30.28% | +3.82% | -56.06% | |
| 3 | CHCO | City Holding Co | 株式-その他 | 4.76% | -0.06% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.63% | -5.46% | -97.51% | |
| 5 | ICE | Intercontinental Exchange In | 株式-金融 | 4.62% | — | -1.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.39% | +0.47% | +14.97% | |
| 7 | GPN | Global Payments INC | 株式-資本財 | 2.91% | -0.07% | EXIT | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.35% | -0.02% | — | |
| 9 | AEP | American Electric Power | 株式-公益事業 | 1.90% | -0.02% | +0.76% | |
| 10 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 1.56% | -0.07% | EXIT | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | -0.01% | — | |
| 12 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.18% | — | — | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.15% | -0.11% | — | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | +0.01% | — | |
| 15 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.07% | -0.01% | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.02% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.02% | +0.05% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.01% | — | — | |
| 19 | ✓ | Camber Energy INC | 株式-その他 | 0.05% | — | — |