CIK: 0001672067
申告総資産額
$7.0億
上位200銘柄を表示中（全377銘柄）
| # | 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. | 株式-その他 | 4.74% | — | +2.68% | |
| 2 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 3.54% | — | +11.71% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.98% | -0.44% | — | |
| 4 | EFT | Eaton Vance Fltng Rt INC Tr | 株式-その他 | 2.74% | — | +10.46% | |
| 5 | ✓ | Oppenheimer Rev Weighted ETF | ETF-その他 | 2.72% | — | -1.30% | |
| 6 | FDX | Fedex CORP | 株式-資本財 | 2.49% | — | +1.56% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.48% | — | -1.32% | |
| 8 | AXP | American Express Company | 株式-金融 | 2.48% | — | +9.08% | |
| 9 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 2.44% | — | +9.83% | |
| 10 | MAA | Mid-america Apartment Comm | 株式-不動産 | 2.11% | — | -1.08% | |
| 11 | PRU | Prudential Financial, Inc. | 株式-金融 | 2.01% | — | +2.31% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.98% | — | -1.33% | |
| 13 | GAM | General American Investors | 株式-その他 | 1.90% | — | -2.67% | |
| 14 | VTR | Ventas INC | 株式-不動産 | 1.89% | — | -2.05% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.83% | +0.31% | +5.69% | |
| 16 | BHK | Blackrock Core Bond Trust | 株式-その他 | 1.83% | — | +0.68% | |
| 17 | BIT | Blackrock Multi-sector INC | 株式-その他 | 1.74% | — | +1.57% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.53% | — | +0.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | -0.03% | -0.43% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.03% | +16.10% | |
| 21 | RVT | Royce Small-cap Trust INC | 株式-その他 | 1.41% | — | +0.80% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.39% | -0.04% | +0.92% | |
| 23 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 1.33% | — | — | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.33% | — | +12.40% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.28% | — | -2.11% | |
| 26 | ADX | Adams Diversified Equity | 株式-その他 | 1.23% | — | -1.96% | |
| 27 | BAC F PERP E | Bank Of America CORP | 株式-金融 | 1.19% | — | +4.68% | |
| 28 | XMCRX | Mfs Charter Income Trust | 株式-その他 | 1.19% | — | +23.34% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.17% | — | -1.53% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.03% | -0.74% | +7.98% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.00% | — | +0.08% | |
| 32 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.95% | — | -3.16% | |
| 33 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.93% | — | +18.03% | |
| 34 | CLX | Clorox Company | 株式-生活必需品 | 0.91% | — | -1.69% | |
| 35 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.89% | — | -3.68% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | +1.16% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.86% | — | — | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.83% | — | +9.23% | |
| 39 | BKT | BlackRock Income Trust, Inc. | 株式-その他 | 0.79% | — | -3.23% | |
| 40 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.77% | — | +0.37% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.76% | — | +0.25% | |
| 42 | TY | Tri-continental CORP | 株式-その他 | 0.75% | — | +6.14% | |
| 43 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.75% | — | +5.61% | |
| 44 | CMP | Compass Minerals Internation | 株式-その他 | 0.74% | — | +2.04% | |
| 45 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.71% | — | — | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +1.85% | |
| 47 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.66% | — | — | |
| 48 | F | Ford Motor Co | 株式-一般消費財 | 0.64% | — | +42.06% | |
| 49 | ✓ | Macquarie | 株式-その他 | 0.62% | — | -5.06% | |
| 50 | BTU | Peabody Energy Corporation | 株式-エネルギー | 0.62% | — | — |