CIK: 0001279708
申告総資産額
$1.9億
| # | 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 | 14.00% | — | -0.32% | |
| 2 | MKL | Markel Group INC | 株式-金融 | 6.89% | — | -0.40% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.77% | — | -0.57% | |
| 4 | ✓ | Howard Hughes Corp | 株式-その他 | 4.62% | — | -0.40% | |
| 5 | ✓ | Medtronic plc | 株式-その他 | 4.61% | — | -0.12% | |
| 6 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | 株式-その他 | 4.59% | — | +34.43% | |
| 7 | ✓ | Cisco Systems, Inc. | 株式-その他 | 4.48% | — | -0.21% | |
| 8 | YUSD | Alleghany CORP | 株式-その他 | 4.19% | — | -0.43% | |
| 9 | BAC | Bank Of America CORP | 株式-金融 | 4.13% | — | -0.41% | |
| 10 | ✓ | AbbVie Inc. | 株式-その他 | 3.97% | — | -0.99% | |
| 11 | USA | Liberty All-Star Equity Fund | 株式-その他 | 3.85% | — | +101.38% | |
| 12 | ✓ | Proshares Short S&p 500 | 株式-その他 | 3.82% | — | — | |
| 13 | AIG | American International Group | 株式-金融 | 3.81% | — | -26.72% | |
| 14 | ✓ | SPDR Gold Shares | 株式-その他 | 3.28% | — | +2.82% | |
| 15 | ✓ | Alphabet Inc. | 株式-その他 | 3.16% | — | -0.35% | |
| 16 | ✓ | Alphabet Inc. | 株式-その他 | 2.98% | — | -0.14% | |
| 17 | GLW | Corning INC | 株式-IT | 2.81% | — | -0.19% | |
| 18 | GVAL | Cambria Global Value ETF | ETF-その他 | 2.76% | — | -2.72% | |
| 19 | AAPL | Apple INC | 株式-IT | 2.57% | — | -0.46% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 2.08% | — | -2.48% | |
| 21 | ✓ | Vaneck Vectors Gold Miners ETF | ETF-コモディティ | 1.97% | — | — | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.87% | — | -0.27% | |
| 23 | ✓ | Hcp INC | 株式-その他 | 1.84% | — | -3.05% | |
| 24 | ✓ | Spdr Series Trust | 株式-その他 | 1.82% | — | -50.00% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.81% | — | — | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.57% | — | -0.70% | |
| 27 | ✓ | Tesla, Inc. | 株式-その他 | 0.57% | — | — | |
| 28 | ✓ | Blackrock Ca Muni 2018 Term | 株式-その他 | 0.40% | — | +7.39% | |
| 29 | ✓ | Solar Sr Cap LTD | 株式-その他 | 0.26% | — | -0.86% | |
| 30 | ✓ | Guggenheim S&P 500 Equal Weigh | 株式-その他 | 0.24% | — | — | |
| 31 | ✓ | DUFF & PHELPS UTIL CORP BD T | 株式-その他 | 0.24% | — | -1.66% | |
| 32 | ✓ | Ishares Core 1 To 5 Year Usd B | 株式-その他 | 0.23% | — | — | |
| 33 | TNET | Trinet Group INC | 株式-その他 | 0.21% | — | — | |
| 34 | NWNGBP | Northwest Natural Gas Co | 株式-その他 | 0.20% | — | — | |
| 35 | ARAY | Accuray INC | 株式-その他 | 0.12% | — | — | |
| 36 | ✓ | Vereit, Inc. | 株式-その他 | 0.10% | — | — | |
| 37 | ✓ | Crimson Wine | 株式-その他 | 0.10% | — | -0.13% | |
| 38 | ✓ | New York Reit INC | 株式-その他 | 0.10% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | USA | Liberty All-Star Equity Fund | +2% | +101.38% | 増加 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | -0.32% | 減少 |
| 3 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | +1.3% | +34.43% | 増加 |
| 4 | ✓ | SPDR Gold Shares | +0.6% | +2.82% | 増加 |
| 5 | GLW | Corning INC | +0.5% | -0.19% | 減少 |
| 6 | ✓ | Cisco Systems, Inc. | +0.4% | -0.21% | 減少 |
| 7 | MKL | Markel Group INC | +0.3% | -0.40% | 減少 |
| 8 | YUSD | Alleghany CORP | +0.3% | -0.43% | 減少 |
| 9 | AAPL | Apple INC | +0.2% | -0.46% | 減少 |
| 10 | GVAL | Cambria Global Value ETF | +0.2% | -2.72% | 減少 |
| 11 | MSFT | Microsoft CORP | +0.2% | -0.57% | 減少 |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | — | 変化なし |
| 13 | ✓ | Proshares Short S&p 500 | +0.1% | — | 変化なし |
| 14 | QCOM | Qualcomm INC | +0.1% | -2.48% | 減少 |
| 15 | ✓ | Spdr Series Trust | +0.1% | -50.00% | 減少 |
| 16 | ✓ | Medtronic plc | +0.1% | -0.12% | 減少 |
| 17 | ✓ | Alphabet Inc. | +0.1% | -0.35% | 減少 |
| 18 | ✓ | Alphabet Inc. | +0.1% | -0.14% | 減少 |
| 19 | ✓ | Blackrock Ca Muni 2018 Term | 0% | +7.39% | 増加 |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | -0.70% | 減少 |
| 21 | NWNGBP | Northwest Natural Gas Co | 0% | — | 変化なし |
| 22 | ✓ | DUFF & PHELPS UTIL CORP BD T | 0% | -1.66% | 減少 |
| 23 | ✓ | Vereit, Inc. | 0% | — | 変化なし |
| 24 | ✓ | Ishares Core 1 To 5 Year Usd B | 0% | — | 変化なし |
| 25 | ✓ | Tesla, Inc. | — | — | 変化なし |
| 26 | ✓ | Solar Sr Cap LTD | — | -0.86% | 減少 |
| 27 | ✓ | Crimson Wine | — | -0.13% | 減少 |
| 28 | ARAY | Accuray INC | 0% | — | 変化なし |
| 29 | ✓ | New York Reit INC | 0% | — | 変化なし |
| 30 | ✓ | AbbVie Inc. | 0% | -0.99% | 減少 |
| 31 | ABT | Abbott Laboratories | -0.1% | -0.27% | 減少 |
| 32 | ✓ | Howard Hughes Corp | -0.1% | -0.40% | 減少 |
| 33 | ✓ | Hcp INC | -0.3% | -3.05% | 減少 |
| 34 | BAC | Bank Of America CORP | -0.8% | -0.41% | 減少 |
| 35 | AIG | American International Group | -1.9% | -26.72% | 減少 |
| 36 | ✓ | Yahoo INC | — | EXIT | 全売却 |
| 37 | DDS | Dillards Inc-cl A | — | EXIT | 全売却 |
| 38 | ✓ | Vaneck Vectors Gold Miners ETF | — | NEW | 新規購入 |
| 39 | ✓ | State Street SPDR S&P 500 ETF Trust | — | EXIT | 全売却 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | ✓ | Guggenheim S&P 500 Equal Weigh | — | NEW | 新規購入 |
| 42 | TNET | Trinet Group INC | — | NEW | 新規購入 |