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 | 45.94% | -0.76% | +2.66% | |
| 2 | SYY | Sysco CORP | 株式-生活必需品 | 16.95% | +0.33% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.80% | +0.39% | -3.33% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 9.71% | -1.11% | — | |
| 5 | AXP | American Express Co | 株式-金融 | 3.75% | +0.28% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | — | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.47% | — | — | |
| 8 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.03% | -0.18% | +3.18% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | +0.05% | — | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 0.78% | — | — | |
| 11 | ORCL | Oracle CORP | 株式-IT | 0.73% | — | — | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | +0.11% | — | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 0.50% | — | — | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 0.49% | +0.03% | — | |
| 15 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.44% | — | — | |
| 16 | DJCO | Daily Journal CORP | 株式-その他 | 0.41% | — | — | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.34% | -0.06% | +0.68% | |
| 18 | TFC | Truist Financial CORP | 株式-金融 | 0.31% | — | — | |
| 19 | EWP | Ishares Msci Spain ETF | ETF-その他 | 0.31% | — | — | |
| 20 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.29% | — | — | |
| 21 | CARR | Carrier Global CORP | 株式-資本財 | 0.24% | — | — | |
| 22 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.24% | — | — | |
| 23 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 0.23% | +0.09% | — | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | -0.21% | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | +0.05% | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | — | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | — | |
| 29 | EPOL | Ishares Msci Poland ETF | ETF-その他 | 0.17% | — | — | |
| 30 | STT | State Street CORP | 株式-金融 | 0.16% | -0.07% | — | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.16% | — | — | |
| 32 | RF | Regions Financial CORP | 株式-金融 | 0.15% | — | — | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.15% | — | — | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | +0.04% | — | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.14% | — | — |