CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全320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 | 12.34% | +0.19% | +0.01% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 7.82% | -0.49% | +0.04% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.92% | -0.15% | -14.23% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.26% | +0.76% | +10.51% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.23% | -0.02% | — | |
| 6 | NRG | Nrg Energy INC | 株式-公益事業 | 3.51% | -0.02% | +0.01% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.14% | +0.06% | -0.37% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.12% | -0.05% | +149.47% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.06% | -0.09% | -18.25% | |
| 10 | BNL | Broadstone Net Lease INC | 株式-不動産 | 2.68% | — | — | |
| 11 | STEW | Srh Total Return Fund INC | 株式-その他 | 2.62% | -0.09% | +0.42% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 2.30% | — | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.25% | -0.04% | +3.11% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.18% | -0.05% | -16.66% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.03% | — | -5.06% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.19% | +0.05% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.43% | -0.03% | +18.59% | |
| 18 | BNS | Bank Of Nova Scotia | 株式-金融 | 1.42% | — | — | |
| 19 | XRNPX | Cohen & Steers Reit And Pref | 株式-その他 | 1.39% | — | — | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.35% | — | — | |
| 21 | EVR | Evercore INC - A | 株式-金融 | 1.23% | -0.15% | +3.36% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.22% | — | -8.71% | |
| 23 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.17% | -0.05% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 1.12% | -0.04% | +0.02% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 1.11% | +0.03% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.10% | +0.12% | +0.93% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | -0.16% | +0.41% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.91% | -0.05% | +201.71% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +0.06% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.66% | — | — | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.64% | — | +0.13% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | — | |
| 33 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.51% | — | +5.43% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +0.15% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | — | |
| 36 | PAYX | Paychex INC | 株式-IT | 0.44% | -0.02% | — | |
| 37 | KR | Kroger Co | 株式-生活必需品 | 0.42% | — | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.41% | -0.02% | — | |
| 39 | INTC | Intel CORP | 株式-IT | 0.41% | — | +8.01% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | — | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.39% | — | — | |
| 42 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.39% | — | — | |
| 43 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.36% | — | — | |
| 44 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.36% | — | — | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.36% | — | — | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.34% | — | — | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.33% | — | — | |
| 48 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.31% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | — | — | |
| 50 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.30% | — | — |