CIK: 0001476804
申告総資産額
$16.1億
上位200銘柄を表示中（全213銘柄）
| # | 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 | 6.78% | -0.59% | +1.71% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.06% | -0.29% | +3.94% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.71% | -0.35% | +10.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -0.67% | +14.09% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.39% | — | -0.12% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.08% | — | +0.47% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.77% | — | +6.60% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | +0.18% | +6.22% | |
| 9 | BAC | Bank Of America CORP | 株式-金融 | 1.55% | — | +0.74% | |
| 10 | FDX | Fedex CORP | 株式-資本財 | 1.40% | — | +3.53% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.33% | -0.20% | +0.65% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.31% | — | +0.21% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.23% | +22.07% | |
| 14 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.25% | — | +6.89% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | — | +0.05% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.21% | -0.08% | — | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.20% | -0.10% | +2.11% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.10% | +22.75% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.18% | +26.16% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.17% | — | -0.09% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | — | +11.61% | |
| 22 | LM03 | Liberty Media Cor-siriusxm A | 株式-その他 | 1.07% | — | +23.81% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | — | -0.46% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 1.04% | — | +0.60% | |
| 25 | HHC* | Howard Hughes Corp/the | 株式-その他 | 0.99% | — | +0.47% | |
| 26 | ✓ | U S G CORP | 株式-その他 | 0.96% | — | — | |
| 27 | BATRAUSD | Liberty Media Corp-braves A | 株式-その他 | 0.91% | — | +77.42% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | +0.10% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | — | -0.24% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.86% | — | +6.35% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.83% | — | +3.25% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.09% | +6.34% | |
| 33 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.79% | — | +3.51% | |
| 34 | APPN | Appian Corp-a | 株式-その他 | 0.74% | — | +2.35% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | — | +3.29% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.70% | — | +4.04% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.15% | +0.65% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.69% | — | +1.29% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.66% | — | -0.65% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +13.01% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | — | +3.58% | |
| 42 | F | Ford Motor Co | 株式-一般消費財 | 0.65% | — | +98.54% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | +2.70% | |
| 44 | LUV | Southwest Airlines Co | 株式-資本財 | 0.64% | — | +17.13% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.63% | — | +0.79% | |
| 46 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.61% | — | +10.20% | |
| 47 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.60% | — | — | |
| 48 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.60% | — | +3.92% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +4.82% | |
| 50 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.57% | — | +41.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BATRAUSD | Liberty Media Corp-braves A | +0.4% | +77.42% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +26.16% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.3% | +14.09% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | +22.07% | 増加 |
| 5 | F | Ford Motor Co | +0.3% | +98.54% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +10.28% | 増加 |
| 7 | CB | Chubb Limited | +0.3% | +203.92% | 増加 |
| 8 | LM03 | Liberty Media Cor-siriusxm A | +0.2% | +23.81% | 増加 |
| 9 | T | At&t INC | +0.2% | +95.94% | 増加 |
| 10 | AAPL | Apple INC | +0.2% | +3.94% | 増加 |
| 11 | APPN | Appian Corp-a | +0.2% | +2.35% | 増加 |
| 12 | AYXEUR | Alteryx INC - Class A | +0.2% | +41.93% | 増加 |
| 13 | CVS | Cvs Health CORP | +0.2% | +321.54% | 増加 |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +105.48% | 増加 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | +11.61% | 増加 |
| 16 | SCHO | Schwab Short-term US Treas | +0.1% | +92.45% | 増加 |
| 17 | CTSH | Cognizant Tech Solutions-a | +0.1% | +51.95% | 増加 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +22.75% | 増加 |
| 19 | NKE | Nike INC -cl B | +0.1% | +0.10% | 増加 |
| 20 | MRK | Merck & Co. INC. | +0.1% | +13.01% | 増加 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +6.60% | 増加 |
| 22 | MA | Mastercard INC - A | +0.1% | +0.65% | 増加 |
| 23 | INTC | Intel CORP | -0.2% | -41.57% | 減少 |
| 24 | PYPL | Paypal Holdings INC | -0.2% | -28.24% | 減少 |
| 25 | ORCL | Oracle CORP | -0.3% | -59.68% | 減少 |
| 26 | EEM | Ishares Msci Emerging Market | -0.5% | -0.12% | 減少 |
| 27 | DHR | Danaher CORP | -0.6% | -85.76% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | +1.71% | 増加 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 30 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 31 | BKLN | Invesco Senior Loan ETF | — | NEW | 新規購入 |
| 32 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 33 | ✓ | Powershares | — | EXIT | 全売却 |
| 34 | SCJ | Ishares Msci Japan Small-cap | — | EXIT | 全売却 |
| 35 | MKL | Markel Group INC | — | NEW | 新規購入 |
| 36 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 37 | ✓ | Powershares | — | EXIT | 全売却 |
| 38 | FTV | Fortive CORP | — | EXIT | 全売却 |
| 39 | AME | Ametek INC | — | NEW | 新規購入 |
| 40 | ✓ | Leucadia Natl CORP | — | EXIT | 全売却 |
| 41 | LYV | Live Nation Entertainment In | — | EXIT | 全売却 |
| 42 | JEF | Jefferies Financial Group In | — | NEW | 新規購入 |
| 43 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 44 | CNNE | Cannae Holdings INC | — | NEW | 新規購入 |
| 45 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 46 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 47 | ✓ | Cbs CORP New | — | NEW | 新規購入 |
| 48 | CNSWF | Constellation Software INC | — | NEW | 新規購入 |
| 49 | SPG | Simon Property Group INC | — | EXIT | 全売却 |
| 50 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |