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 | 54.98% | +0.02% | -0.08% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.05% | -0.22% | +2.87% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.00% | -0.24% | +4.94% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.30% | -0.19% | +0.29% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 4.16% | -0.04% | +0.13% | |
| 6 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 3.37% | — | -4.93% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.08% | +0.09% | -0.05% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.16% | — | +3.17% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.01% | -0.19% | +0.21% | |
| 10 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.20% | — | -8.53% | |
| 11 | DJCO | Daily Journal CORP | 株式-その他 | 0.88% | +0.04% | — | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.06% | +0.71% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | -0.03% | +0.79% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | +0.02% | -7.07% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.51% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | — | +21.39% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.34% | +0.01% | +2.20% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | +0.16% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | -0.23% | |
| 20 | LION | Lionsgate Studios Corp. | 株式-その他 | 0.31% | — | +1.12% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | — | +2.86% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.24% | — | +4.39% | |
| 23 | JWNUSD | Nordstrom INC | 株式-その他 | 0.24% | -0.05% | -0.14% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | +0.62% | +1.39% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | +0.02% | +9.70% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.18% | — | -0.33% | |
| 27 | 9990302D | Apache CORP | 株式-その他 | 0.18% | -0.03% | +0.80% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.15% | — | +96.73% | |
| 29 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 0.15% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | +0.01% | +3.24% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.15% | +0.04% | +11.27% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.14% | +0.01% | -0.99% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | +0.01% | +4.95% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | — | — | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.12% | — | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.12% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.01% | +8.29% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.12% | — | -6.15% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | +0.03% | +2.88% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.10% | — | — | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.10% | — | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.10% | — | +9.43% | |
| 44 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.09% | — | +0.37% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.09% | — | +1.76% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.08% | — | +6.38% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.08% | — | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.08% | — | -4.66% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.08% | +0.01% | +9.03% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.07% | — | — |