CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全279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-cl B | 株式-その他 | 8.81% | -0.09% | +2.33% | |
| 2 | STEW | Srh Total Return Fund INC | 株式-その他 | 6.07% | -0.09% | +5.70% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.89% | -0.15% | +8.80% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.38% | -0.04% | +1.77% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.23% | +0.76% | +7.32% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.94% | — | +1.55% | |
| 7 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 3.54% | -0.05% | — | |
| 8 | SO | Southern Co/the | 株式-公益事業 | 3.42% | +0.03% | — | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.22% | — | +1.20% | |
| 10 | MMM | 3m Co | 株式-資本財 | 2.51% | — | — | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.49% | +0.06% | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.11% | -0.02% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.19% | — | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.58% | — | +4.18% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.39% | — | -0.11% | |
| 16 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.31% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +5.17% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.11% | — | — | |
| 19 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.06% | — | +0.81% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | — | |
| 21 | XEL | Xcel Energy INC | 株式-公益事業 | 0.99% | — | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.93% | -0.02% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.93% | -0.03% | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.02% | — | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.87% | — | — | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.85% | — | +20.25% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.85% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | — | — | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | — | |
| 30 | OMER | Omeros CORP | 株式-その他 | 0.78% | — | — | |
| 31 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.76% | — | — | |
| 32 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.76% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.75% | -0.04% | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | — | — | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.72% | — | — | |
| 36 | PAYX | Paychex INC | 株式-IT | 0.72% | -0.02% | — | |
| 37 | SRE | Sempra | 株式-公益事業 | 0.70% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | — | |
| 40 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.63% | — | — | |
| 41 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.63% | — | — | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.63% | — | — | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.57% | — | — | |
| 44 | EVRG | Evergy INC | 株式-公益事業 | 0.56% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +3.98% | |
| 46 | SKT | Tanger INC | 株式-不動産 | 0.50% | — | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.05% | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | — | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.45% | — | — | |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.43% | — | — |