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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 53.78% | -5.46% | +0.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 16.71% | +0.54% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.70% | +3.82% | +98.85% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.76% | -0.80% | +7.57% | |
| 5 | ICE | Intercontinental Exchange In | 株式-金融 | 0.77% | — | -16.67% | |
| 6 | CHCO | City Holding Co | 株式-その他 | 0.73% | -0.06% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 0.53% | +0.47% | — | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 0.49% | -0.06% | +863.01% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | -0.01% | -8.46% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | -0.02% | +0.49% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.29% | — | +0.80% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.02% | — | |
| 13 | AEP | American Electric Power | 株式-公益事業 | 0.24% | -0.02% | +0.77% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | -11.48% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | -0.02% | -16.08% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.01% | -22.18% | |
| 17 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 0.18% | -0.07% | EXIT | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.18% | +0.02% | -18.01% | |
| 19 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.17% | -0.01% | — | |
| 20 | GPN | Global Payments INC | 株式-資本財 | 0.15% | -0.07% | EXIT | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.14% | -0.01% | — | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | +0.22% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | -0.04% | -23.53% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.11% | — | — | |
| 25 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.11% | — | — | |
| 26 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.07% | — | — |