CIK: 0001568190
申告総資産額
$10.8億
| # | 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-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 55.35% | +0.02% | — | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.15% | -0.22% | +0.14% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.30% | -0.19% | +0.02% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.25% | -0.24% | -3.58% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 4.08% | -0.04% | +0.04% | |
| 6 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 3.83% | — | +1.53% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.51% | +0.09% | -0.02% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.08% | -0.19% | +1.81% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.07% | — | -5.47% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.33% | — | +4.87% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | -0.06% | +0.24% | |
| 12 | DJCO | Daily Journal CORP | 株式-その他 | 0.83% | +0.04% | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | -0.03% | -0.18% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.55% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | +0.02% | +0.79% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.47% | +0.01% | +0.63% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | — | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | +0.04% | |
| 19 | JWNUSD | Nordstrom INC | 株式-その他 | 0.35% | -0.05% | +0.02% | |
| 20 | LION | Lionsgate Studios Corp. | 株式-その他 | 0.33% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | — | -3.84% | |
| 23 | 9990302D | Apache CORP | 株式-その他 | 0.23% | -0.03% | -0.18% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | +0.62% | +0.27% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | — | -6.14% | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.20% | — | +5.53% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.19% | — | — | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +1.16% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.16% | — | -2.94% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.16% | +0.01% | +0.62% | |
| 31 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 0.15% | — | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.13% | +0.01% | +0.67% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | +0.01% | +0.25% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.12% | — | -3.99% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.12% | — | — | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.12% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.11% | +0.04% | +2.28% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | +0.03% | +0.92% | |
| 39 | ZG | Zillow Group INC - A | 株式-通信サービス | 0.11% | — | -20.91% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | +0.01% | +1.77% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | +0.02% | +3.87% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.10% | — | -0.33% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.09% | — | +1.64% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.09% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.09% | — | -7.55% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.08% | — | — | |
| 47 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.08% | — | +0.07% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.08% | — | — | |
| 49 | ✓ | Cu Bancorp | 株式-その他 | 0.07% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.07% | — | +0.98% |