CIK: 0001512779
申报总市值
US$3.5亿
仅显示前 200 大持股（共 233 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.16% | -0.09% | — | |
| 2 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 8.64% | -0.05% | — | |
| 3 | STEW | Srh Total Return Fund INC | 股票-其他 | 6.98% | -0.09% | — | |
| 4 | SO | Southern Co/the | 股票-公用事业 | 4.71% | +0.03% | +3.60% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.46% | -0.04% | — | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.98% | — | — | |
| 7 | MMM | 3m Co | 股票-工业 | 3.18% | — | — | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.93% | — | +7.73% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.70% | -0.15% | +2.61% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 2.65% | +0.06% | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.25% | -0.02% | — | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 2.20% | — | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.97% | +0.76% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.19% | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.83% | — | +4.46% | |
| 16 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.52% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.50% | — | -5.88% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | — | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.30% | — | +9.88% | |
| 20 | YUM | Yum! Brands INC | 股票-周期性消费 | 1.23% | — | — | |
| 21 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.23% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | +0.02% | — | |
| 23 | SKT | Tanger INC | 股票-房地产 | 1.16% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.12% | -0.03% | — | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.11% | — | — | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.07% | — | — | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.06% | — | — | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.99% | — | — | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.99% | — | — | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.98% | — | — | |
| 31 | PAYX | Paychex INC | 股票-科技 | 0.85% | -0.02% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | — | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.82% | -0.02% | — | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.81% | — | — | |
| 35 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.72% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.72% | — | — | |
| 37 | GSBC | Great Southern Bancorp, Inc. | 股票-其他 | 0.65% | — | — | |
| 38 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.04% | — | |
| 39 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.62% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | +0.02% | -4.15% | |
| 41 | MTH | Meritage Homes CORP | 股票-周期性消费 | 0.54% | — | — | |
| 42 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.54% | +0.19% | — | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.05% | — | |
| 44 | CFFN | Capitol Federal Financial In | 股票-其他 | 0.47% | — | — | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | — | |
| 46 | GIS | General Mills INC | 股票-非周期性消费 | 0.40% | — | — | |
| 47 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.38% | — | — | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.37% | — | — | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.36% | — | — | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.36% | — | — |