CIK: 0001568190
申告総資産額
$10.8億
上位200銘柄を表示中（全307銘柄）
| # | 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 | 51.31% | +0.02% | -0.87% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.87% | -0.19% | -43.46% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 6.73% | -0.04% | -22.27% | |
| 4 | WFC | Wells Fargo & Co | 株式-金融 | 5.83% | +0.62% | -0.07% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.09% | -0.22% | +1.49% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.95% | -0.24% | -3.27% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | +0.09% | -38.19% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | -0.19% | +0.04% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.84% | +0.01% | -1.60% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | -0.03% | +0.94% | |
| 11 | DJCO | Daily Journal CORP | 株式-その他 | 0.75% | +0.04% | — | |
| 12 | AFL | Aflac INC | 株式-金融 | 0.54% | — | +0.09% | |
| 13 | USB | US Bancorp | 株式-金融 | 0.51% | — | -0.13% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | -0.06% | -0.23% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.38% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | +0.01% | +2.06% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.28% | — | — | |
| 18 | AXP | American Express Co | 株式-金融 | 0.28% | +0.01% | +0.22% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | +0.02% | +2.78% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.25% | +0.04% | -3.15% | |
| 21 | IACIEUR | Iac/interactivecorp | 株式-その他 | 0.24% | +0.09% | +0.03% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.24% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +1.40% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | +0.01% | +0.54% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.01% | +0.72% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.19% | — | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.18% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | +2.24% | |
| 31 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.15% | — | — | |
| 32 | JWNUSD | Nordstrom INC | 株式-その他 | 0.15% | -0.05% | +0.12% | |
| 33 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.14% | — | +9.38% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.13% | — | -6.27% | |
| 35 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.13% | — | — | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.13% | — | — | |
| 37 | L | Loews CORP | 株式-金融 | 0.12% | — | +0.40% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | — | +12.29% | |
| 39 | 9990302D | Apache CORP | 株式-その他 | 0.12% | -0.03% | +0.43% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.12% | — | +0.89% | |
| 41 | BBRE | JPM Betabldrs Msci US Reit | ETF-その他 | 0.12% | +0.04% | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | +0.01% | +3.76% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | -43.33% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | +0.03% | +10.01% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.10% | — | -1.48% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.10% | — | +5.85% | |
| 47 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.10% | — | +1.07% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.10% | — | +1.67% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.09% | +0.01% | +0.74% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | — |