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 | 14.45% | — | -2.62% | |
| 2 | MKL | Markel Group INC | 株式-金融 | 5.02% | — | -1.87% | |
| 3 | ✓ | AbbVie Inc. | 株式-その他 | 4.85% | — | -3.16% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 4.66% | — | -2.27% | |
| 5 | ✓ | SPDR Gold Shares | 株式-その他 | 4.33% | — | -2.08% | |
| 6 | ✓ | Cisco Systems, Inc. | 株式-その他 | 4.24% | — | -3.17% | |
| 7 | ✓ | Howard Hughes Corp | 株式-その他 | 4.18% | — | -2.60% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.16% | — | -20.62% | |
| 9 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 3.93% | — | -34.33% | |
| 10 | ✓ | Alpha Archtct US Quntv Val ETF | ETF-その他 | 3.85% | — | -0.63% | |
| 11 | AIG | American International Group | 株式-金融 | 3.43% | — | -2.70% | |
| 12 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 3.37% | — | -2.77% | |
| 13 | ✓ | Alphabet Inc. | 株式-その他 | 3.28% | — | -2.47% | |
| 14 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | 株式-その他 | 3.25% | — | -6.86% | |
| 15 | GLW | Corning INC | 株式-IT | 3.14% | — | -3.74% | |
| 16 | ✓ | Alphabet Inc. | 株式-その他 | 3.05% | — | -2.69% | |
| 17 | GVAL | Cambria Global Value ETF | ETF-その他 | 3.01% | — | -2.86% | |
| 18 | AAPL | Apple INC | 株式-IT | 2.91% | — | -4.77% | |
| 19 | ✓ | Proshares Tr Short S&p 500 | 株式-その他 | 2.49% | — | — | |
| 20 | ✓ | 株式-その他 | 2.44% | — | -1.65% | ||
| 21 | ✓ | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.98% | — | +7.31% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.82% | — | -6.42% | |
| 23 | ✓ | Rithm Capital CORP | 株式-その他 | 1.72% | — | -2.25% | |
| 24 | ✓ | Discovery Comm C | 株式-その他 | 1.66% | — | -6.88% | |
| 25 | ✓ | Jd Com INC Spons Adr | 株式-その他 | 1.52% | — | — | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.49% | — | -0.32% | |
| 27 | ✓ | Spdr Series Trust | 株式-その他 | 1.31% | — | -3.47% | |
| 28 | ✓ | Tesla, Inc. | 株式-その他 | 0.65% | — | — | |
| 29 | ✓ | Valueshares Intrntnl Qntv Val | 株式-その他 | 0.60% | — | -1.41% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.47% | — | — | |
| 31 | ✓ | Blackrock Ca Muni 2018 Term | 株式-その他 | 0.43% | — | — | |
| 32 | ✓ | Cohen & Steers REIT & Pfd Inco | 株式-その他 | 0.32% | — | — | |
| 33 | ✓ | Wisdomtree Fundamental US Shor | 株式-その他 | 0.29% | — | +2.71% | |
| 34 | ✓ | Solar Sr Cap LTD | 株式-その他 | 0.27% | — | — | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.27% | — | — | |
| 36 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 0.21% | — | — | |
| 37 | BATRKUSD | Liberty Media Corp-braves C | 株式-その他 | 0.20% | — | -3.74% | |
| 38 | NWNGBP | Northwest Natural Gas Co | 株式-その他 | 0.20% | — | — | |
| 39 | ✓ | DUFF & PHELPS UTIL CORP BD T | 株式-その他 | 0.18% | — | — | |
| 40 | ✓ | 株式-その他 | 0.17% | — | +3.06% | ||
| 41 | ✓ | Crimson Wine | 株式-その他 | 0.10% | — | -5.32% | |
| 42 | ✓ | Vereit, Inc. | 株式-その他 | 0.08% | — | — | |
| 43 | ARAY | Accuray INC | 株式-その他 | 0.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | -2.62% | 減少 |
| 2 | ✓ | AbbVie Inc. | +0.9% | -3.16% | 減少 |
| 3 | MKL | Markel Group INC | +0.5% | -1.87% | 減少 |
| 4 | ✓ | Alpha Archtct US Quntv Val ETF | +0.3% | -0.63% | 減少 |
| 5 | ✓ | Cisco Systems, Inc. | +0.3% | -3.17% | 減少 |
| 6 | ✓ | VanEck China Semiconductor ETF | +0.3% | +7.31% | 増加 |
| 7 | BAC | Bank Of America CORP | +0.2% | -2.27% | 減少 |
| 8 | GVAL | Cambria Global Value ETF | +0.2% | -2.86% | 減少 |
| 9 | ✓ | Alphabet Inc. | +0.2% | -2.47% | 減少 |
| 10 | ✓ | SPDR Gold Shares | +0.2% | -2.08% | 減少 |
| 11 | ✓ | Alphabet Inc. | +0.2% | -2.69% | 減少 |
| 12 | ✓ | +0.2% | -1.65% | 減少 | |
| 13 | AAPL | Apple INC | +0.2% | -4.77% | 減少 |
| 14 | ✓ | Rithm Capital CORP | +0.1% | -2.25% | 減少 |
| 15 | ABT | Abbott Laboratories | +0.1% | -6.42% | 減少 |
| 16 | ✓ | Valueshares Intrntnl Qntv Val | +0.1% | -1.41% | 減少 |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -0.32% | 減少 |
| 18 | LSXMKUSD | Liberty Media Cor-siriusxm C | 0% | -2.77% | 減少 |
| 19 | ✓ | 0% | +3.06% | 増加 | |
| 20 | NWNGBP | Northwest Natural Gas Co | 0% | — | 変化なし |
| 21 | ✓ | Wisdomtree Fundamental US Shor | 0% | +2.71% | 増加 |
| 22 | ✓ | Solar Sr Cap LTD | 0% | — | 変化なし |
| 23 | ✓ | Cohen & Steers REIT & Pfd Inco | 0% | — | 変化なし |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | 変化なし |
| 25 | ✓ | Blackrock Ca Muni 2018 Term | 0% | — | 変化なし |
| 26 | BAC 7.25 PERP L | Bank Of America CORP | 0% | — | 変化なし |
| 27 | BATRKUSD | Liberty Media Corp-braves C | 0% | -3.74% | 減少 |
| 28 | ✓ | DUFF & PHELPS UTIL CORP BD T | 0% | — | 変化なし |
| 29 | SCHO | Schwab Short-term US Treas | 0% | — | 変化なし |
| 30 | ✓ | Spdr Series Trust | — | -3.47% | 減少 |
| 31 | ✓ | Crimson Wine | — | -5.32% | 減少 |
| 32 | ARAY | Accuray INC | — | — | 変化なし |
| 33 | ✓ | Vereit, Inc. | — | — | 変化なし |
| 34 | ✓ | Proshares Tr Short S&p 500 | 0% | — | 変化なし |
| 35 | ✓ | Tesla, Inc. | 0% | — | 変化なし |
| 36 | GLW | Corning INC | 0% | -3.74% | 減少 |
| 37 | AIG | American International Group | 0% | -2.70% | 減少 |
| 38 | ✓ | Howard Hughes Corp | -0.1% | -2.60% | 減少 |
| 39 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | -0.2% | -6.86% | 減少 |
| 40 | ✓ | Discovery Comm C | -0.5% | -6.88% | 減少 |
| 41 | MSFT | Microsoft CORP | -0.5% | -20.62% | 減少 |
| 42 | FWONKUSD | Liberty Media Corp-liberty-c | -1.6% | -34.33% | 減少 |
| 43 | YUSD | Alleghany CORP | — | EXIT | 全売却 |
| 44 | ✓ | Jd Com INC Spons Adr | — | NEW | 新規購入 |
| 45 | ✓ | New York Reit INC | — | EXIT | 全売却 |