CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全292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 | SRHQ | Srh US Quality Garp ETF | ETF-その他 | 54.80% | +0.32% | +3.56% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.65% | +0.76% | +308.93% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.05% | -0.49% | -0.35% | |
| 4 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 3.90% | +0.19% | +0.02% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.97% | -0.15% | +20.09% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.07% | -0.02% | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.05% | +8.50% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | -0.09% | -2.27% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.43% | +0.06% | +0.11% | |
| 10 | NRG | Nrg Energy INC | 株式-公益事業 | 1.29% | -0.02% | -0.10% | |
| 11 | STEW | Srh Total Return Fund INC | 株式-その他 | 1.19% | -0.09% | +0.86% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | -0.04% | -0.36% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.19% | +2.38% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | -0.05% | — | |
| 15 | EVR | Evercore INC - A | 株式-金融 | 0.80% | -0.15% | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.79% | -0.03% | +24.52% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.72% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.56% | -0.04% | +8.46% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | -0.49% | |
| 20 | BNS | Bank Of Nova Scotia | 株式-金融 | 0.51% | — | — | |
| 21 | XRNPX | Cohen & Steers Reit And Pref | 株式-その他 | 0.46% | — | — | |
| 22 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.46% | -0.05% | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.44% | — | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | +0.12% | +45.54% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 0.40% | +0.03% | +0.48% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.05% | +3.81% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | -0.16% | -0.23% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | +0.14% | |
| 29 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.27% | — | — | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.26% | — | — | |
| 31 | INTC | Intel CORP | 株式-IT | 0.22% | — | +0.80% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +9.86% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | — | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.20% | — | +0.31% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | +11.92% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.20% | -0.02% | — | |
| 37 | PAYX | Paychex INC | 株式-IT | 0.17% | -0.02% | — | |
| 38 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.16% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.02% | +8.85% | |
| 40 | KR | Kroger Co | 株式-生活必需品 | 0.16% | — | -1.17% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.15% | — | — | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.13% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | — | +10.17% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.13% | — | +0.29% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.13% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.13% | — | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.12% | -0.02% | -15.17% | |
| 48 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.12% | — | — | |
| 49 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.12% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.11% | — | — |