CIK: 0001597200
申告総資産額
$3.1億
| # | 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 | 11.51% | -0.57% | -0.14% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 8.27% | — | +36.04% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.79% | -0.31% | -0.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.17% | -1.07% | -0.30% | |
| 5 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 4.82% | +1.27% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.46% | -0.11% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.79% | -0.36% | +20.42% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.78% | -0.20% | +0.86% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.64% | — | +0.00% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.63% | +0.35% | -0.20% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.57% | -0.06% | -0.19% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.24% | — | +11.28% | |
| 13 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 2.23% | +1.78% | +1.44% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.07% | — | -54.23% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.86% | — | +6.14% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.82% | +0.08% | -8.97% | |
| 17 | ICE | Intercontinental Exchange In | 株式-金融 | 1.69% | — | -1.24% | |
| 18 | TEAM | Atlassian Corporation | 株式-IT | 1.58% | — | — | |
| 19 | FCPI | Fidelity Stocks For Infl ETF | ETF-その他 | 1.58% | — | — | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.50% | — | +12.78% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.47% | — | -13.33% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.67% | -3.73% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.36% | +1.25% | +10.54% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | — | |
| 25 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 1.20% | +0.06% | -1.72% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.05% | -23.35% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.05% | -2.08% | EXIT | |
| 28 | ACN | Accenture plc | 株式-IT | 1.04% | — | +4.06% | |
| 29 | SOR | Source Capital | 株式-その他 | 1.01% | — | -1.23% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.97% | — | +6.95% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.96% | — | -0.30% | |
| 32 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.90% | — | — | |
| 33 | KMX | Carmax INC | 株式-一般消費財 | 0.88% | — | +18.04% | |
| 34 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.63% | -0.05% | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | -54.53% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.55% | — | -34.77% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | -0.10% | +40.63% | |
| 38 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 0.53% | — | -0.61% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | +38.15% | |
| 40 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.51% | — | +19.59% | |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.45% | — | +57.82% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | +0.18% | +17.90% | |
| 43 | GAB | Gabelli Equity Trust | 株式-その他 | 0.44% | — | +2.25% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.43% | -0.10% | -3.53% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | — | +26.42% | |
| 47 | OXY-WS | Occidental Petroleum-cw27 | 株式-その他 | 0.33% | — | +3.25% | |
| 48 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.33% | — | +3.43% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +4.00% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.31% | -0.16% | EXIT |