CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全264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 | 8.71% | -0.09% | -4.01% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.48% | -0.15% | +2.37% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.21% | +0.76% | +6.64% | |
| 4 | STEW | Srh Total Return Fund INC | 株式-その他 | 6.08% | -0.09% | +0.43% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.77% | -0.04% | +0.01% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.23% | — | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.20% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.19% | +0.05% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.96% | +0.06% | -0.01% | |
| 10 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 2.91% | -0.05% | — | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 2.28% | +0.03% | — | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.18% | -0.02% | — | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.94% | — | +0.12% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | +0.07% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.49% | — | |
| 16 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.22% | — | — | |
| 17 | XEL | Xcel Energy INC | 株式-公益事業 | 1.18% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | — | — | |
| 19 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.08% | — | — | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.06% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 1.02% | -0.04% | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.98% | -0.02% | +0.06% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.96% | — | +0.74% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.92% | — | — | |
| 25 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.90% | — | — | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | -0.03% | — | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | +0.39% | |
| 28 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.84% | — | — | |
| 29 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.79% | — | — | |
| 30 | SRE | Sempra | 株式-公益事業 | 0.78% | — | — | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.76% | -0.02% | — | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | — | |
| 33 | OMER | Omeros CORP | 株式-その他 | 0.69% | — | +1.66% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | — | |
| 36 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.61% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.61% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.02% | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | — | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | — | +0.30% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | — | |
| 42 | ✓ | Office Properties Income Tru | 株式-その他 | 0.53% | — | -16.43% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.05% | — | |
| 44 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.49% | — | — | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.46% | — | — | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.41% | — | — | |
| 47 | CBSH | Commerce Bancshares INC | 株式-金融 | 0.41% | — | +4.98% | |
| 48 | MLAB | Mesa Laboratories INC | 株式-その他 | 0.40% | — | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.39% | — | +0.54% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | +0.02% | +0.14% |