CIK: 0001468685
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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 29.91% | — | -0.56% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.41% | — | -2.10% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 8.09% | — | +0.75% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.53% | — | +27.19% | |
| 5 | ✓ | 株式-その他 | 6.31% | — | +2.66% | ||
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 6.00% | — | -5.16% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.52% | — | +4.29% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.52% | — | -2.88% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.43% | — | -7.97% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | — | -2.62% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.26% | — | -6.42% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | -3.44% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | — | +70.22% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -11.70% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -2.96% | |
| 16 | INTC | Intel CORP | 株式-IT | 0.71% | — | -4.14% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.69% | — | +13.54% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.60% | — | +0.78% | |
| 19 | FDEFUSD | First Defiance Finl CORP | 株式-その他 | 0.57% | — | — | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -0.27% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -1.61% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | -1.04% | |
| 23 | KMX | Carmax INC | 株式-一般消費財 | 0.49% | — | +105.19% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | -0.20% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | — | -0.04% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | +0.55% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.42% | — | -1.06% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | — | -0.59% | |
| 29 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.38% | — | -8.28% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | — | +9.57% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.37% | — | -0.99% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | — | -1.93% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | +2.96% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | -12.00% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | -0.14% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | — | -1.39% | |
| 37 | FRME | First Merchants CORP | 株式-その他 | 0.34% | — | +1.13% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | -21.86% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | +0.01% | |
| 40 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.30% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | +3.48% | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.27% | — | -1.16% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | -3.18% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.25% | — | -0.10% | |
| 45 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.24% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | -13.64% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | -4.42% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.19% | — | +5.44% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.18% | — | +1.20% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.16% | — | +1.45% |