CIK: 0001484085
申告総資産額
$3.4億
| # | 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 | 26.06% | -0.76% | +1.74% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.51% | +0.39% | -5.83% | |
| 3 | SYY | Sysco CORP | 株式-生活必需品 | 12.81% | +0.33% | -0.27% | |
| 4 | ✓ | 株式-その他 | 9.27% | — | -9.77% | ||
| 5 | HTLD | Heartland Express INC | 株式-その他 | 8.34% | — | -0.37% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.08% | -1.11% | -2.38% | |
| 7 | TECD1USD | Tech Data CORP | 株式-その他 | 4.93% | — | -0.05% | |
| 8 | ✓ | U S G CORP | 株式-その他 | 4.89% | — | -0.19% | |
| 9 | AXP | American Express Co | 株式-金融 | 4.09% | +0.28% | -0.66% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.48% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.93% | — | — | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 0.82% | +0.03% | — | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | -0.21% | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | -0.04% | +2.51% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.25% | — | — | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 0.23% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.22% | — | +4.06% | |
| 18 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.22% | — | — | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | +0.05% | — | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 0.20% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | +0.07% | NEW | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.19% | -0.06% | — | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HTLD | Heartland Express INC | +1.8% | -0.37% | 減少 |
| 2 | SYY | Sysco CORP | +0.5% | -0.27% | 減少 |
| 3 | AXP | American Express Co | +0.4% | -0.66% | 減少 |
| 4 | ADP | Automatic Data Processing | 0% | — | 変化なし |
| 5 | MSFT | Microsoft CORP | 0% | — | 変化なし |
| 6 | XOM | Exxon Mobil CORP | 0% | +2.51% | 増加 |
| 7 | AEP | American Electric Power Company, Inc. | 0% | +4.06% | 増加 |
| 8 | NSC | Norfolk Southern CORP | 0% | — | 変化なし |
| 9 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | 変化なし |
| 10 | BAC | Bank Of America CORP | 0% | — | 変化なし |
| 11 | BBTUSD | Bb&t CORP | — | — | 変化なし |
| 12 | WMT | Walmart INC | 0% | — | 変化なし |
| 13 | UTXZ | United Tech CORP | 0% | — | 変化なし |
| 14 | PM | Philip Morris International | -0.1% | — | 変化なし |
| 15 | TECD1USD | Tech Data CORP | -0.2% | -0.05% | 減少 |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | -2.38% | 減少 |
| 17 | ✓ | U S G CORP | -0.5% | -0.19% | 減少 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +1.74% | 増加 |
| 19 | ✓ | -0.8% | -9.77% | 減少 | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -5.83% | 減少 |
| 21 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 22 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 23 | ORCL | Oracle CORP | — | NEW | 新規購入 |