CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全285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 | 44.78% | +0.32% | +0.00% | |
| 2 | SRHR | Srh Reit Covered Call ETF | ETF-その他 | 16.48% | -0.18% | +0.12% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.41% | +0.76% | -0.04% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.66% | -0.49% | — | |
| 5 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 3.23% | +0.19% | +0.01% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.54% | -0.15% | +1.11% | |
| 7 | SIRI | Sirius Xm Holdings INC | 株式-通信サービス | 1.48% | — | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.47% | -0.02% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.05% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | -0.09% | — | |
| 11 | STEW | Srh Total Return Fund INC | 株式-その他 | 0.92% | -0.09% | +0.42% | |
| 12 | EVR | Evercore INC - A | 株式-金融 | 0.92% | -0.15% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.05% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | -0.04% | +0.01% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.19% | -3.80% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | -0.03% | -8.20% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | +0.06% | +0.11% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.48% | -0.04% | +0.01% | |
| 19 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.40% | -0.05% | — | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.35% | — | -9.35% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 0.34% | +0.03% | — | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.34% | — | -15.24% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | -0.16% | — | |
| 24 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.28% | — | +4.77% | |
| 25 | NRG | Nrg Energy INC | 株式-公益事業 | 0.27% | -0.02% | -14.50% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +0.07% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | -0.05% | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.22% | -0.02% | — | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.18% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.18% | +0.12% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.17% | -0.02% | — | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.17% | — | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | +0.24% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.02% | +33.20% | |
| 36 | PAYX | Paychex INC | 株式-IT | 0.13% | -0.02% | — | |
| 37 | KR | Kroger Co | 株式-生活必需品 | 0.12% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | — | — | |
| 39 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.11% | — | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | — | |
| 41 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.11% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.10% | — | +17.66% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.10% | -0.04% | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | — | — | |
| 45 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.10% | — | — | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.10% | — | — | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.09% | — | — | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.09% | — | -9.45% | |
| 49 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.09% | — | -15.62% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.08% | — | — |