CIK: 0001512779
申报总市值
US$3.5亿
仅显示前 200 大持股（共 232 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 | 9.84% | -0.09% | — | |
| 2 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 7.57% | -0.05% | — | |
| 3 | STEW | Srh Total Return Fund INC | 股票-其他 | 7.08% | -0.09% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.31% | -0.04% | +0.01% | |
| 5 | SO | Southern Co/the | 股票-公用事业 | 4.30% | +0.03% | — | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.84% | — | — | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.84% | — | +43.57% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.07% | -0.15% | +15.49% | |
| 9 | MMM | 3m Co | 股票-工业 | 3.01% | — | -1.56% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 2.66% | +0.06% | +9.93% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.42% | -0.02% | — | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.40% | +0.76% | +23.99% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.19% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.19% | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.71% | — | — | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.47% | — | +20.12% | |
| 17 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.42% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.41% | — | +5.31% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | — | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.17% | — | -2.82% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.02% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.12% | -0.03% | — | |
| 23 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.12% | — | — | |
| 24 | SKT | Tanger INC | 股票-房地产 | 1.01% | — | — | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.00% | — | — | |
| 26 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.94% | — | — | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.89% | — | -14.32% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.85% | — | +250.26% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.85% | — | — | |
| 30 | PAYX | Paychex INC | 股票-科技 | 0.84% | -0.02% | — | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.82% | — | — | |
| 32 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.81% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.81% | — | — | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.79% | -0.02% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.76% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.65% | — | — | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.62% | -0.04% | — | |
| 38 | GSBC | Great Southern Bancorp, Inc. | 股票-其他 | 0.62% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | +0.02% | — | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.56% | — | +9507.14% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.05% | — | |
| 42 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.53% | — | — | |
| 43 | CFFN | Capitol Federal Financial In | 股票-其他 | 0.53% | — | — | |
| 44 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.52% | — | -26.38% | |
| 45 | MTH | Meritage Homes CORP | 股票-周期性消费 | 0.52% | — | — | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | — | +117.65% | |
| 47 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 0.46% | +0.19% | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | — | — | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.37% | — | — | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.36% | — | — |