CIK: 0001729867
申告総資産額
$1.6億
| # | 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 | AZO | Autozone INC | 株式-一般消費財 | 10.05% | +0.56% | +0.04% | |
| 2 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 7.77% | +0.45% | -0.01% | |
| 3 | CPRT | Copart INC | 株式-資本財 | 7.01% | +0.36% | -0.01% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.32% | +0.38% | +0.24% | |
| 5 | ROST | Ross Stores INC | 株式-一般消費財 | 4.32% | +1.12% | — | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 3.66% | -0.21% | +0.03% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.65% | +0.16% | +0.00% | |
| 8 | ACN | Accenture plc | 株式-IT | 3.60% | -0.14% | +0.22% | |
| 9 | WAT | Waters CORP | 株式-ヘルスケア | 3.20% | +0.53% | +0.12% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.19% | -0.46% | +1907.37% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.15% | +0.18% | — | |
| 12 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.94% | +0.59% | -0.01% | |
| 13 | TFX | Teleflex INC | 株式-ヘルスケア | 2.93% | +0.41% | +1.05% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.37% | +1900.00% | |
| 15 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.20% | +0.08% | — | |
| 16 | VMI | Valmont Industries | 株式-資本財 | 2.15% | -0.14% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.76% | -0.24% | — | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.57% | +0.28% | -0.02% | |
| 19 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 1.51% | -0.10% | — | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.44% | -0.05% | — | |
| 21 | DFH | Dream Finders Homes INC - A | 株式-その他 | 1.28% | -0.33% | -0.00% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.25% | -0.05% | — | |
| 23 | MG | Mistras Group INC | 株式-その他 | 1.24% | +0.03% | +0.61% | |
| 24 | USB | US Bancorp | 株式-金融 | 1.20% | +0.01% | -0.01% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.12% | — | +2.16% | |
| 26 | EMBC | Embecta CORP | 株式-ヘルスケア | 1.09% | -1.07% | EXIT | |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.06% | +0.04% | -0.00% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.05% | — | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | +0.02% | — | |
| 30 | MKL | Markel Group INC | 株式-金融 | 0.89% | +0.10% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | -0.05% | +0.93% | |
| 32 | ENOV | Enovis CORP | 株式-その他 | 0.71% | +0.04% | — | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | +0.01% | +0.50% | |
| 35 | KMX | Carmax INC | 株式-一般消費財 | 0.54% | -0.08% | — | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | +0.02% | — | |
| 37 | AXP | American Express Co | 株式-金融 | 0.48% | — | — | |
| 38 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.47% | -0.17% | — | |
| 39 | ALL | Allstate CORP | 株式-金融 | 0.44% | — | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.41% | -0.01% | — | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | +0.03% | — | |
| 42 | DOX | Amdocs Limited | 株式-IT | 0.36% | +0.02% | — | |
| 43 | MCO | Moody's CORP | 株式-金融 | 0.35% | +0.02% | — | |
| 44 | ESAB | Esab CORP | 株式-資本財 | 0.34% | +0.10% | — | |
| 45 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.31% | — | — | |
| 46 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.31% | +0.10% | — | |
| 47 | COF | Capital One Financial CORP | 株式-金融 | 0.29% | — | — | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.29% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | +0.01% | — | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.22% | -1.95% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +2% | — | 変化なし |
| 2 | BOC | Boston Omaha Corp-cl A | +0.9% | -0.01% | 減少 |
| 3 | ROST | Ross Stores INC | +0.8% | — | 変化なし |
| 4 | VMI | Valmont Industries | +0.4% | — | 変化なし |
| 5 | HCA | Hca Healthcare INC | +0.3% | -0.01% | 減少 |
| 6 | TJX | Tjx Companies INC | +0.2% | -0.02% | 減少 |
| 7 | WFC | Wells Fargo & Co | +0.2% | +0.03% | 増加 |
| 8 | AZO | Autozone INC | +0.2% | +0.04% | 増加 |
| 9 | EMBC | Embecta CORP | +0.1% | -0.01% | 減少 |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -0.00% | 減少 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | +51.08% | 増加 |
| 12 | WRB | Wr Berkley CORP | 0% | NEW | 新規購入 |
| 13 | UNH | Unitedhealth Group INC | 0% | — | 変化なし |
| 14 | PEP | Pepsico INC | — | — | 変化なし |
| 15 | CPRT | Copart INC | 0% | -0.01% | 減少 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.24% | 増加 |
| 17 | DEO | Diageo Plc-sponsored Adr | 0% | — | 変化なし |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | 変化なし |
| 19 | ABT | Abbott Laboratories | 0% | -1.65% | 減少 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.93% | 増加 |
| 21 | ✓ | Kimberly-Clark Corp. | 0% | — | 変化なし |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | — | 変化なし |
| 23 | ✓ | Warner Bros Discovery INC | 0% | -97.15% | 減少 |
| 24 | CDK | Cdk Global INC | 0% | EXIT | 全売却 |
| 25 | MCO | Moody's CORP | 0% | — | 変化なし |
| 26 | BAM | Brookfield Asset Management Ltd. | 0% | — | 変化なし |
| 27 | COF | Capital One Financial CORP | 0% | — | 変化なし |
| 28 | ABBV | Abbvie INC | 0% | — | 変化なし |
| 29 | BAX | Baxter International INC | 0% | — | 変化なし |
| 30 | AAP | Advance Auto Parts INC | 0% | — | 変化なし |
| 31 | SWK | Stanley Black & Decker INC | 0% | — | 変化なし |
| 32 | AMGN | Amgen INC | 0% | — | 変化なし |
| 33 | MMM | 3m Co | 0% | — | 変化なし |
| 34 | MHK | Mohawk Industries INC | 0% | — | 変化なし |
| 35 | ELV | Elevance Health INC | -0.1% | — | 変化なし |
| 36 | MSFT | Microsoft CORP | -0.1% | — | 変化なし |
| 37 | ESAB | Esab CORP | -0.1% | — | 変化なし |
| 38 | LM05 | Liberty Media Corp-liberty-a | -0.1% | — | 変化なし |
| 39 | ENOV | Enovis CORP | -0.1% | — | 変化なし |
| 40 | USB | US Bancorp | -0.1% | -0.01% | 減少 |
| 41 | MKL | Markel Group INC | -0.2% | — | 変化なし |
| 42 | KMX | Carmax INC | -0.2% | — | 変化なし |
| 43 | ACN | Accenture plc | -0.2% | +0.22% | 増加 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +1900.00% | 増加 |
| 45 | GOOG | Alphabet Inc-cl C | -0.4% | +1907.37% | 増加 |
| 46 | KO | Coca-cola Co/the | -0.4% | +0.00% | 増加 |
| 47 | MG | Mistras Group INC | -0.4% | +0.61% | 増加 |
| 48 | TFX | Teleflex INC | -0.5% | +1.05% | 増加 |
| 49 | WAT | Waters CORP | -0.6% | +0.12% | 増加 |
| 50 | ENOV | Enovis Corporation | -1.2% | EXIT | 全売却 |