CIK: 0001602730
申告総資産額
$7.4億
| # | 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 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 11.82% | — | -8.76% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.25% | -0.26% | -0.80% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.48% | — | -0.71% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 6.47% | +0.15% | -3.88% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.28% | -0.20% | -1.37% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.22% | +0.14% | +4.44% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.29% | — | +4.45% | |
| 8 | PACB | Pacific Biosciences Of Calif | 株式-その他 | 3.20% | — | -43.10% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.92% | — | +4.04% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | — | -2.91% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.91% | -0.13% | +2.90% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.76% | — | -0.37% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | — | -0.34% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.30% | -1.74% | |
| 15 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.22% | — | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.11% | — | -8.59% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.14% | -2.15% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | -4.18% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.05% | -1.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | — | -0.03% | |
| 21 | MTB | M & T Bank CORP | 株式-金融 | 0.79% | — | — | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.73% | — | — | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.66% | — | +0.02% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | -0.33% | +2.17% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +0.33% | |
| 26 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.63% | — | -2.52% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | -0.39% | -7.68% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | +0.04% | -1.33% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.55% | — | +7.06% | |
| 30 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.53% | — | +13.50% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -2.43% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | +1.94% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.51% | — | +6.40% | |
| 34 | FCCO | First Community CORP | 株式-その他 | 0.47% | — | -0.55% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.47% | -0.39% | +102.67% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.04% | -4.61% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | +2.73% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | +0.13% | +0.57% | |
| 39 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.43% | — | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.43% | — | +383.93% | |
| 41 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.42% | +0.07% | -6.94% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +12.65% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.41% | — | -3.58% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | -8.17% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.40% | — | +19.48% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.38% | -0.09% | -2.26% | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.38% | — | — | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | — | -49.55% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.38% | — | -0.46% | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.38% | — | -7.05% |