CIK: 0001672067
申告総資産額
$7.0億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.11% | -0.44% | -0.60% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.31% | — | +30.17% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.03% | -0.11% | — | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.99% | +0.31% | -4.31% | |
| 5 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 4.08% | — | +1.65% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.99% | -0.74% | +10.99% | |
| 7 | ✓ | Oppenheimer Rev Weighted ETF | ETF-その他 | 3.01% | — | -8.44% | |
| 8 | FDX | Fedex CORP | 株式-資本財 | 2.85% | — | -11.37% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.19% | +6.98% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.54% | -0.33% | +41.44% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.38% | -0.04% | -16.92% | |
| 12 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 2.32% | — | +40.77% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.28% | -0.03% | -13.68% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.94% | — | -1.80% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | -0.03% | -1.97% | |
| 16 | MSD | Morgan Stanley Emrg Mkt Debt | 株式-その他 | 1.84% | — | -20.18% | |
| 17 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.69% | — | -6.56% | |
| 18 | ADX | Adams Diversified Equity | 株式-その他 | 1.45% | — | -11.17% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -9.48% | |
| 20 | GAM | General American Investors | 株式-その他 | 1.38% | — | -9.19% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.36% | — | -17.16% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.32% | — | -15.01% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.23% | — | -0.61% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.20% | -0.04% | -10.52% | |
| 25 | TY | Tri-continental CORP | 株式-その他 | 1.07% | — | -17.97% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | — | -12.49% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.96% | -0.04% | +3.25% | |
| 28 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.96% | — | -4.14% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | -8.22% | |
| 30 | XMCRX | Mfs Charter Income Trust | 株式-その他 | 0.88% | — | -38.29% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.85% | — | -12.62% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.85% | — | -9.46% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.79% | — | -10.17% | |
| 34 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.77% | — | -15.72% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.03% | -3.57% | |
| 36 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.72% | -0.07% | — | |
| 37 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.72% | — | -4.42% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.72% | — | — | |
| 39 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.68% | — | -52.95% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | -0.04% | EXIT | |
| 41 | CMP | Compass Minerals Internation | 株式-その他 | 0.68% | — | -26.26% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.67% | — | -85.66% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | -0.06% | -2.95% | |
| 44 | CLX | Clorox Company | 株式-生活必需品 | 0.66% | — | -1.56% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.66% | — | -8.33% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.65% | — | — | |
| 47 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.59% | +0.28% | +5.96% | |
| 48 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.58% | — | -6.29% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | — | -2.06% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.48% | — | -24.88% |