CIK: 0001005186
申告総資産額
$1.2億
| # | 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 | 5.37% | -0.22% | — | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 4.15% | -0.50% | — | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.13% | -0.35% | — | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.40% | -0.45% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.20% | -0.10% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.63% | — | — | |
| 7 | GE | General Electric | 株式-資本財 | 2.58% | -0.10% | — | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.53% | -0.09% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | -0.06% | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.31% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.19% | -1.62% | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.16% | — | — | |
| 13 | BN | Brookfield CORP | 株式-金融 | 2.13% | -0.18% | — | |
| 14 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.81% | +0.51% | — | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.77% | — | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.63% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.59% | +0.78% | — | |
| 18 | DWLD | Davis Select Worldwide ETF | ETF-その他 | 1.52% | — | — | |
| 19 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.49% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | -0.65% | — | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.42% | — | — | |
| 22 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.41% | +0.30% | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | -0.26% | — | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.29% | +0.35% | — | |
| 25 | GEV | GE Vernova INC | 株式-資本財 | 1.28% | +0.57% | — | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.25% | +0.31% | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.24% | -0.24% | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.22% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | — | — | |
| 30 | KRP | Kimbell Royalty Partners LP | 株式-その他 | 1.18% | +0.68% | — | |
| 31 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 1.17% | — | — | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.14% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.10% | — | — | |
| 34 | DELL | Dell Technologies -c | 株式-IT | 1.08% | +0.38% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | — | — | |
| 36 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.96% | — | — | |
| 37 | THNQ | Robo Global Artificial Intel | ETF-その他 | 0.94% | — | — | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.94% | -0.94% | EXIT | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.94% | -0.70% | — | |
| 40 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.91% | -0.34% | — | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.86% | — | — | |
| 42 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.84% | — | — | |
| 43 | ET | Energy Transfer LP | 株式-エネルギー | 0.78% | +0.25% | — | |
| 44 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.72% | — | — | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | — | |
| 46 | UTES | Virtus Reaves Utilities ETF | ETF-その他 | 0.66% | — | — | |
| 47 | BLK | Blackrock INC | 株式-金融 | 0.65% | — | — | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.64% | — | — | |
| 49 | AXP | American Express Co | 株式-金融 | 0.63% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | — |