CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全298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 | 16.18% | +0.19% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.82% | -0.49% | -1.25% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.13% | -0.15% | +1.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.30% | -0.09% | -5.59% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.16% | +0.76% | +5.58% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 3.61% | +0.06% | +0.01% | |
| 7 | STEW | Srh Total Return Fund INC | 株式-その他 | 3.24% | -0.09% | +0.40% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.18% | -0.05% | — | |
| 9 | NRG | Nrg Energy INC | 株式-公益事業 | 3.02% | -0.02% | +6142.22% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.61% | -0.04% | +1.68% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 2.42% | — | +1.46% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.19% | +0.05% | |
| 13 | BNS | Bank Of Nova Scotia | 株式-金融 | 2.05% | — | — | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.96% | — | +4.65% | |
| 15 | XRNPX | Cohen & Steers Reit And Pref | 株式-その他 | 1.91% | — | — | |
| 16 | BNL | Broadstone Net Lease INC | 株式-不動産 | 1.69% | — | — | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.65% | -0.02% | — | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.56% | — | — | |
| 19 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.46% | -0.05% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | -0.05% | +5.92% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 1.13% | +0.03% | — | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.09% | — | +0.08% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.96% | -0.04% | +3.75% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +0.07% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +217.98% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.84% | -0.03% | — | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | -0.05% | -0.34% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | — | |
| 29 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.58% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | +0.12% | +17.51% | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.56% | — | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.52% | -0.02% | — | |
| 33 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.52% | — | — | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.50% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | — | |
| 36 | OMER | Omeros CORP | 株式-その他 | 0.48% | — | +9.89% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | +92.19% | |
| 38 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.46% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | +0.21% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | -6.67% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.42% | — | — | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.41% | — | — | |
| 43 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.40% | — | — | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.39% | -0.02% | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.39% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -8.77% | |
| 47 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.37% | — | — | |
| 48 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.35% | — | -37.55% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | — |