CIK: 0001603276
申告総資産額
$3.2億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 20.20% | -1.15% | -2.85% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 11.11% | +0.18% | -1.28% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.03% | -0.55% | +0.81% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 10.95% | +0.07% | -0.32% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 10.25% | +0.91% | -1.88% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 8.57% | +0.01% | -0.60% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.99% | -0.01% | +1.29% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.99% | +0.02% | +0.02% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.88% | -0.03% | +0.68% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.44% | -0.07% | -1.03% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.83% | +0.04% | -0.47% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.95% | -0.02% | -0.71% | |
| 13 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.93% | -0.09% | -1.00% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | -0.01% | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | +0.01% | -1.33% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | +0.14% | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | -0.06% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | — | — | |
| 19 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 0.23% | — | -7.96% | |
| 20 | ROK | Rockwell Automation INC | 株式-資本財 | 0.22% | -0.01% | — | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.19% | -0.01% | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +0.15% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | -0.03% | — | |
| 24 | T | At&t INC | 株式-通信サービス | 0.16% | — | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.15% | +0.01% | — |