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 | 26.51% | -0.76% | -0.34% | |
| 2 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 12.08% | -2.80% | -0.02% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.90% | -1.11% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.63% | +0.39% | -1.36% | |
| 5 | SYY | Sysco CORP | 株式-生活必需品 | 4.30% | +0.33% | -0.90% | |
| 6 | AXP | American Express Co | 株式-金融 | 4.26% | +0.28% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.79% | — | — | |
| 8 | FTI | TechnipFMC plc | 株式-エネルギー | 2.14% | -0.32% | -0.73% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.08% | +0.41% | -0.54% | |
| 10 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.99% | -0.18% | — | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.99% | +0.11% | -1.47% | |
| 12 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.70% | — | -0.17% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.43% | +1.14% | — | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.35% | -0.21% | -0.21% | |
| 15 | PHM | Pultegroup INC | 株式-一般消費財 | 1.32% | +0.13% | — | |
| 16 | RHI | Robert Half INC | 株式-資本財 | 1.24% | +0.20% | +42.77% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.22% | — | — | |
| 18 | OMC | Omnicom Group | 株式-通信サービス | 1.03% | — | -0.85% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | +0.01% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.93% | +0.09% | +0.01% | |
| 21 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.81% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | +0.29% | -0.46% | |
| 23 | TEL | TE Connectivity plc | 株式-IT | 0.76% | -0.06% | -2.52% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.74% | +0.03% | +4.95% | |
| 25 | AGCO | Agco CORP | 株式-資本財 | 0.72% | — | — | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.72% | — | — | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.72% | +0.09% | +23.41% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | +0.05% | +0.69% | |
| 29 | THO | Thor Industries INC | 株式-一般消費財 | 0.70% | +0.25% | +2.34% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.65% | — | +27.01% | |
| 31 | CSL | Carlisle Cos INC | 株式-資本財 | 0.59% | +0.10% | -0.35% | |
| 32 | AIG | American International Group | 株式-金融 | 0.55% | — | — | |
| 33 | CRD-B | Crawford & Co -cl B | 株式-その他 | 0.53% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | -0.06% | +0.30% | |
| 35 | CNNE | Cannae Holdings INC | 株式-その他 | 0.49% | +0.06% | — | |
| 36 | CB | Chubb Limited | 株式-金融 | 0.47% | — | — | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.44% | — | — | |
| 38 | CRD-A | Crawford & Company -cl A | 株式-その他 | 0.40% | +0.03% | — | |
| 39 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.39% | +0.17% | -5.01% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | +0.05% | — | |
| 41 | NVST | Envista Holdings CORP | 株式-ヘルスケア | 0.37% | — | — | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.36% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.36% | +0.02% | — | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.33% | — | — | |
| 45 | AMCR | Amcor plc | 株式-一般消費財 | 0.33% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | +0.04% | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.31% | — | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | — | -0.97% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.29% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | — |