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 | 41.23% | -0.76% | +0.35% | |
| 2 | SYY | Sysco CORP | 株式-生活必需品 | 12.88% | +0.33% | -0.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.93% | +0.39% | -0.74% | |
| 4 | TECD1USD | Tech Data CORP | 株式-その他 | 11.58% | — | -3.02% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 8.46% | -1.11% | — | |
| 6 | AXP | American Express Co | 株式-金融 | 3.14% | +0.28% | -1.60% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | -8.44% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 1.38% | — | -2.41% | |
| 9 | UTXZ | United Tech CORP | 株式-その他 | 0.94% | — | -7.18% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 0.78% | — | -9.59% | |
| 11 | DJCO | Daily Journal CORP | 株式-その他 | 0.63% | — | -12.04% | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | +0.03% | — | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 0.48% | — | -5.81% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | +0.11% | -8.15% | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.34% | +0.09% | -3.12% | |
| 16 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.33% | — | — | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | -0.21% | -9.64% | |
| 18 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.32% | — | -2.80% | |
| 19 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.30% | — | -3.07% | |
| 20 | TFC | Truist Financial CORP | 株式-金融 | 0.28% | — | — | |
| 21 | EPOL | Ishares Msci Poland ETF | ETF-その他 | 0.26% | — | -2.88% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.20% | — | -8.41% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.19% | -0.06% | +0.60% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | +0.05% | — | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | — | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | +0.04% | — | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.16% | — | — | |
| 29 | RF | Regions Financial CORP | 株式-金融 | 0.10% | — | — |