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 | 26.50% | -0.76% | +0.42% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.47% | +0.39% | -3.62% | |
| 3 | SYY | Sysco CORP | 株式-生活必需品 | 12.29% | +0.33% | -0.18% | |
| 4 | HTLD | Heartland Express INC | 株式-その他 | 9.18% | — | -0.85% | |
| 5 | ✓ | 株式-その他 | 8.84% | — | -0.10% | ||
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.15% | -1.11% | — | |
| 7 | TECD1USD | Tech Data CORP | 株式-その他 | 5.57% | — | -0.43% | |
| 8 | ✓ | U S G CORP | 株式-その他 | 5.39% | — | -0.47% | |
| 9 | AXP | American Express Co | 株式-金融 | 3.90% | +0.28% | -0.15% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.36% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.98% | — | — | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 0.74% | +0.03% | — | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | -0.21% | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | -0.04% | — | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.26% | — | — | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 0.24% | — | — | |
| 17 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.22% | — | — | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.20% | — | — | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 0.20% | — | — | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.18% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | +0.07% | NEW | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.18% | -0.06% | +0.54% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | +0.05% | -31.18% |
| # | 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 | +0.8% | -0.85% | 減少 |
| 2 | TECD1USD | Tech Data CORP | +0.6% | -0.43% | 減少 |
| 3 | ✓ | U S G CORP | +0.5% | -0.47% | 減少 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +0.42% | 増加 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 6 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 7 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | 変化なし |
| 8 | BBTUSD | Bb&t CORP | 0% | — | 変化なし |
| 9 | ORCL | Oracle CORP | 0% | — | 変化なし |
| 10 | NSC | Norfolk Southern CORP | — | — | 変化なし |
| 11 | UTXZ | United Tech CORP | — | — | 変化なし |
| 12 | ABBV | Abbvie INC | 0% | — | 変化なし |
| 13 | BMY | Bristol-myers Squibb Co | 0% | +0.54% | 増加 |
| 14 | AEP | American Electric Power Company, Inc. | 0% | — | 変化なし |
| 15 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 16 | WMT | Walmart INC | 0% | — | 変化なし |
| 17 | BAC | Bank Of America CORP | -0.1% | -31.18% | 減少 |
| 18 | PM | Philip Morris International | -0.1% | — | 変化なし |
| 19 | ADP | Automatic Data Processing | -0.1% | — | 変化なし |
| 20 | AXP | American Express Co | -0.2% | -0.15% | 減少 |
| 21 | ✓ | -0.4% | -0.10% | 減少 | |
| 22 | SYY | Sysco CORP | -0.5% | -0.18% | 減少 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -1% | -3.62% | 減少 |