CIK: 0001512779
申告総資産額
$3.5億
| # | 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 | 12.55% | -0.09% | — | |
| 2 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 6.89% | — | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 5.26% | -0.02% | — | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 4.89% | — | — | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 4.80% | +0.06% | — | |
| 6 | STEW | Srh Total Return Fund INC | 株式-その他 | 3.59% | -0.09% | — | |
| 7 | MMM | 3m Co | 株式-資本財 | 3.52% | — | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.33% | — | — | |
| 9 | ✓ | Boulder Total Return Fd INC | 株式-その他 | 3.10% | — | — | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.83% | — | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.23% | — | — | |
| 12 | ✓ | Microsoft CORP | 株式-その他 | 2.23% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | — | — | |
| 14 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.93% | — | — | |
| 15 | ✓ | Tanger Factory Outlet Ctrs I | 株式-その他 | 1.80% | — | — | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.77% | — | — | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.65% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | -0.04% | — | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.55% | — | — | |
| 21 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.29% | — | — | |
| 22 | PAYX | Paychex INC | 株式-IT | 1.25% | -0.02% | — | |
| 23 | GSBC | Great Southern Bancorp, Inc. | 株式-その他 | 1.12% | — | — | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.01% | — | — | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | +0.02% | — | |
| 27 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.83% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.83% | -0.04% | — | |
| 29 | EXC | Exelon CORP | 株式-公益事業 | 0.82% | — | — | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.73% | — | — | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.69% | — | — | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.67% | — | — | |
| 33 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.65% | — | — | |
| 34 | EWA | Ishares Msci Australia ETF | ETF-その他 | 0.64% | — | — | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.59% | — | — | |
| 36 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.57% | +0.19% | — | |
| 37 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 0.52% | — | — | |
| 38 | BKH | Black Hills CORP | 株式-公益事業 | 0.52% | — | — | |
| 39 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.51% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.02% | — | |
| 41 | ✓ | Directv | 株式-その他 | 0.49% | — | — | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.48% | — | — | |
| 43 | MTH | Meritage Homes CORP | 株式-一般消費財 | 0.47% | — | — | |
| 44 | ✓ | 株式-その他 | 0.46% | — | — | ||
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | -0.49% | — | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | — | |
| 48 | PHM | Pultegroup INC | 株式-一般消費財 | 0.40% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | — | |
| 50 | FLC | Flaherty & Crumrine Ttl Rtrn | 株式-その他 | 0.36% | — | — |