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 | 42.85% | -0.76% | +0.48% | |
| 2 | SYY | Sysco CORP | 株式-生活必需品 | 16.34% | +0.33% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.34% | +0.39% | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 8.81% | -1.11% | — | |
| 5 | AXP | American Express Co | 株式-金融 | 3.70% | +0.28% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.96% | — | — | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.01% | — | -22.92% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 0.95% | — | — | |
| 9 | DJCO | Daily Journal CORP | 株式-その他 | 0.78% | — | — | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | — | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 0.55% | — | — | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | +0.11% | — | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | +0.03% | — | |
| 14 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.43% | +0.09% | — | |
| 15 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.42% | — | — | |
| 16 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.40% | — | — | |
| 17 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.39% | — | +9.69% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | -0.21% | — | |
| 19 | TFC | Truist Financial CORP | 株式-金融 | 0.35% | — | — | |
| 20 | VFH | Vanguard Financials ETF | ETF-その他 | 0.34% | — | — | |
| 21 | EPOL | Ishares Msci Poland ETF | ETF-その他 | 0.33% | — | — | |
| 22 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.30% | — | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.25% | — | — | |
| 24 | CARR | Carrier Global CORP | 株式-資本財 | 0.23% | — | — | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | -0.06% | +0.67% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | — | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | +0.04% | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | +0.05% | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | — | |
| 30 | RF | Regions Financial CORP | 株式-金融 | 0.13% | — | — |