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 | DSTL | Distillate US Fundamental St | ETF-その他 | 8.35% | +0.04% | +5.56% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.63% | -0.39% | +23.08% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.56% | +0.14% | +7.72% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.53% | -0.20% | +22.56% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.55% | — | +4.16% | |
| 6 | UNP | Union Pacific CORP | 株式-資本財 | 5.54% | +0.15% | -0.19% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.67% | -0.26% | +0.01% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.55% | — | -1.87% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.91% | -0.13% | +1.72% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.02% | -0.33% | +25.18% | |
| 11 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 1.98% | — | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.81% | — | -8.03% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.56% | — | -8.32% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -0.15% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.30% | -0.24% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.14% | — | -11.49% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.06% | -0.39% | -8.78% | |
| 18 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.00% | — | — | |
| 19 | MTB | M & T Bank CORP | 株式-金融 | 0.97% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.14% | +1893.71% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.94% | — | -3.09% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.87% | — | +26.85% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.73% | — | -4.19% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | +5.11% | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.70% | — | — | |
| 26 | ARMK | Aramark | 株式-資本財 | 0.70% | — | -1.14% | |
| 27 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.66% | +0.07% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.05% | -2.30% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.63% | — | -0.71% | |
| 30 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.57% | +0.08% | +5.30% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +14.26% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.08% | +2.27% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | +0.04% | -0.09% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | -9.17% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.47% | — | -4.14% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | — | +1.60% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -3.90% | |
| 38 | SFST | Southern First Bancshares | 株式-その他 | 0.42% | — | +1.90% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.41% | — | +0.80% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.41% | +0.13% | -1.33% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.40% | — | -5.15% | |
| 42 | DFIS | Dimensional International Sm | ETF-その他 | 0.40% | +0.15% | -6.20% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | +467.83% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | -1.09% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.38% | — | +1.23% | |
| 46 | FCCO | First Community CORP | 株式-その他 | 0.36% | — | -1.75% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -1.35% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | +0.43% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.36% | — | -1.52% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | +2.29% |