CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全299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 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 17.39% | +0.19% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.70% | -0.49% | +1.31% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.53% | -0.15% | +1.32% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.80% | -0.09% | -3.84% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 4.45% | +0.06% | -0.05% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.03% | +0.76% | -1.00% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.48% | -0.05% | — | |
| 8 | STEW | Srh Total Return Fund INC | 株式-その他 | 3.32% | -0.09% | +0.46% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.86% | -0.04% | +2.69% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.19% | +0.05% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.21% | — | — | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 2.14% | — | — | |
| 13 | BNS | Bank Of Nova Scotia | 株式-金融 | 2.06% | — | — | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.72% | -0.02% | — | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.62% | — | — | |
| 16 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.56% | -0.05% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.05% | — | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 1.29% | +0.03% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 1.17% | -0.04% | -0.28% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.15% | — | +0.10% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | +8.33% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | -0.05% | +0.23% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | -0.03% | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +10.65% | |
| 25 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.61% | — | -2.72% | |
| 26 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.61% | — | +0.07% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | -0.02% | — | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +0.33% | |
| 29 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.59% | — | — | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.58% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | +0.12% | — | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.57% | — | +3.03% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | +73.61% | |
| 35 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.49% | — | -7.84% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.48% | — | — | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.46% | — | — | |
| 38 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.46% | — | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | +0.35% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | — | |
| 41 | PAYX | Paychex INC | 株式-IT | 0.43% | -0.02% | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | — | |
| 43 | OMER | Omeros CORP | 株式-その他 | 0.41% | — | — | |
| 44 | XEL | Xcel Energy INC | 株式-公益事業 | 0.40% | — | — | |
| 45 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.37% | — | — | |
| 46 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.34% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.32% | — | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | — | |
| 50 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.27% | — | — |