CIK: 0001602730
申告総資産額
$8.1億
| # | 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 | DSTL | Distillate US Fundamental St | ETF-その他 | 8.10% | -0.64% | +49.63% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.16% | +0.43% | +10.78% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.36% | +0.68% | +190.15% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 5.93% | -0.02% | — | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.86% | +0.06% | -0.04% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.14% | -0.03% | +0.54% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.29% | +0.13% | +1893.61% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.60% | — | -8.08% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.95% | +0.01% | +52.91% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.98% | +0.03% | -12.17% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.86% | +0.27% | +74.47% | |
| 12 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.74% | — | — | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.68% | +0.12% | +132.56% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | +0.10% | -0.96% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.48% | — | +2.70% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | +0.03% | -12.96% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.22% | — | +18.73% | |
| 18 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.12% | — | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.09% | +0.04% | -11.92% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | +0.13% | +2.16% | |
| 21 | MTB | M & T Bank CORP | 株式-金融 | 0.86% | +0.02% | -5.78% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | -2.04% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | — | +6.17% | |
| 24 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.71% | -0.18% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | +0.03% | -0.05% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | +0.03% | +2.93% | |
| 27 | ARMK | Aramark | 株式-資本財 | 0.68% | +0.08% | -0.43% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.66% | — | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | -7.25% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.62% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | -2.40% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.55% | — | -8.34% | |
| 33 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.55% | +0.03% | +89.42% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | -3.15% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | — | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.48% | — | -9.15% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -6.70% | |
| 38 | DFIS | Dimensional International Sm | ETF-その他 | 0.47% | -0.01% | — | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.46% | +0.02% | -4.36% | |
| 40 | SFST | Southern First Bancshares | 株式-その他 | 0.42% | — | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -4.86% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.41% | — | -3.95% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.41% | — | -0.01% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | +0.89% | |
| 45 | FCCO | First Community CORP | 株式-その他 | 0.39% | — | -6.62% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.38% | — | -1.58% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | -0.11% | +4.17% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +2.81% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | +0.02% | +0.99% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | -6.21% |