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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 19.55% | — | +1.80% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 17.17% | — | -0.18% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.15% | — | +0.68% | |
| 4 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 4.57% | — | -0.01% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.44% | — | -1.64% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.00% | — | -0.27% | |
| 7 | ✓ | 株式-その他 | 3.53% | — | +2.39% | ||
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.30% | — | +3.76% | |
| 9 | MLPA | Global X Mlp ETF | ETF-その他 | 2.83% | — | +470.43% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.62% | — | +1.65% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.04% | — | -1.99% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.73% | — | +3592.61% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.25% | — | -1.25% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | — | -3.82% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.99% | — | -1.86% | |
| 16 | KMX | Carmax INC | 株式-一般消費財 | 0.92% | — | +19.27% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +1.04% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +2.45% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -1.06% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -15.81% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | — | -3.45% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | -0.43% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | +4.06% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -11.55% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.42% | — | -2.64% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.41% | — | -4.20% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.39% | — | +11.49% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +0.09% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | -0.04% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | -2.50% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.31% | — | — | |
| 32 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 0.28% | — | — | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | -2.82% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | +1.56% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.26% | — | -7.37% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -5.31% | |
| 37 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.25% | — | -1.80% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.25% | — | -4.62% | |
| 39 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.24% | — | — | |
| 40 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.24% | — | +5.68% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.23% | — | +0.71% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -5.10% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.22% | — | +9.46% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | -4.94% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | +10.36% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | +4.41% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | -4.83% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | — | -7.32% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | +265.09% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | — | +10.44% |