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 | 38.00% | -0.76% | -0.25% | |
| 2 | SYY | Sysco CORP | 株式-生活必需品 | 18.10% | +0.33% | -1.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.39% | +0.39% | -7.83% | |
| 4 | TECD1USD | Tech Data CORP | 株式-その他 | 9.79% | — | -2.86% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.89% | -1.11% | +2.63% | |
| 6 | AXP | American Express Co | 株式-金融 | 3.46% | +0.28% | +0.56% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.98% | — | -3.37% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.77% | — | +3.41% | |
| 9 | UTXZ | United Tech CORP | 株式-その他 | 1.20% | — | +2.83% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 0.71% | — | +3.79% | |
| 11 | DJCO | Daily Journal CORP | 株式-その他 | 0.68% | — | — | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | +0.11% | -17.38% | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | -34.73% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 0.44% | +0.03% | — | |
| 15 | TFC | Truist Financial CORP | 株式-金融 | 0.37% | — | — | |
| 16 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.35% | — | -8.53% | |
| 17 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.34% | +0.09% | -6.50% | |
| 18 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.33% | — | -6.63% | |
| 19 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.32% | — | — | |
| 20 | EPOL | Ishares Msci Poland ETF | ETF-その他 | 0.30% | — | -7.63% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | -0.21% | -42.91% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | +0.05% | -23.31% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.20% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.16% | -0.06% | +0.65% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | +0.04% | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | — | |
| 27 | NHI | Natl Health Investors INC | 株式-その他 | 0.15% | — | — | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | — | — | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | — |