CIK: 0001512779
申告総資産額
$3.5億
上位200銘柄を表示中（全268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 | 48.94% | +0.32% | +0.06% | |
| 2 | SRHR | Srh Reit Covered Call ETF | ETF-その他 | 14.56% | -0.18% | +0.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.47% | +0.76% | -1.72% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.04% | -0.49% | — | |
| 5 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 3.34% | +0.19% | +0.01% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.81% | -0.15% | +0.00% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | -0.09% | — | |
| 8 | STEW | Srh Total Return Fund INC | 株式-その他 | 1.01% | -0.09% | +0.45% | |
| 9 | EVR | Evercore INC - A | 株式-金融 | 0.95% | -0.15% | -3.15% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | -0.05% | +4.32% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.05% | -43.07% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.19% | -0.74% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | -0.04% | — | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.77% | +0.22% | +29.35% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | +0.06% | +0.04% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.50% | -0.03% | — | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.44% | -0.02% | -71.43% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.42% | -0.04% | +0.01% | |
| 19 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.42% | -0.05% | — | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 0.35% | +0.03% | — | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -0.02% | — | |
| 22 | ZIG | THE Acquirers Fund ETF | ETF-その他 | 0.25% | — | — | |
| 23 | NRG | Nrg Energy INC | 株式-公益事業 | 0.23% | -0.02% | -40.63% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | -0.05% | -22.75% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.19% | — | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | -0.16% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.19% | -0.02% | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.18% | — | — | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.17% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | +0.22% | |
| 31 | KR | Kroger Co | 株式-生活必需品 | 0.16% | — | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.14% | +0.12% | — | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.14% | -0.02% | — | |
| 34 | FWRG | First Watch Restaurant Group | 株式-その他 | 0.13% | -0.05% | -12.74% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | — | +3.51% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +0.15% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.12% | — | -26.90% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | -0.02% | -35.11% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.10% | -0.04% | — | |
| 41 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.10% | -0.05% | +5.81% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.10% | — | +0.20% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.09% | — | — | |
| 44 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.08% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.08% | — | — | |
| 46 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.08% | — | — | |
| 47 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.08% | — | +16.53% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.07% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.07% | +0.02% | — | |
| 50 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.07% | — | — |