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 | 19.88% | -1.15% | -0.40% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 11.32% | +0.18% | -1.92% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.21% | -0.55% | -1.74% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 10.87% | +0.07% | -1.67% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 10.53% | +0.91% | -1.73% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 8.63% | +0.01% | -1.73% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.39% | -0.01% | -0.81% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 5.63% | +0.02% | -0.68% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.25% | -0.03% | -1.00% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.17% | -0.07% | -3.48% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.71% | +0.04% | -3.10% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.86% | -0.02% | -4.85% | |
| 13 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.77% | -0.09% | — | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | -0.01% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.14% | — | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.49% | +0.01% | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | -0.06% | — | |
| 18 | ROK | Rockwell Automation INC | 株式-資本財 | 0.25% | -0.01% | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | -0.03% | — | |
| 20 | T | At&t INC | 株式-通信サービス | 0.15% | — | — | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | -14.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.2% | -0.40% | 減少 |
| 2 | VBR | Vanguard Small-cap Value ETF | 0% | -0.81% | 減少 |
| 3 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.68% | 減少 |
| 4 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.00% | 減少 |
| 5 | SCHF | Schwab Intl Equity ETF | 0% | — | 変化なし |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | 変化なし |
| 7 | PG | Procter & Gamble Co/the | 0% | — | 変化なし |
| 8 | ERIE | Erie Indemnity Company-cl A | 0% | — | 変化なし |
| 9 | ROK | Rockwell Automation INC | — | — | 変化なし |
| 10 | T | At&t INC | — | — | 変化なし |
| 11 | CVX | Chevron CORP | — | — | 変化なし |
| 12 | XOM | Exxon Mobil CORP | — | — | 変化なし |
| 13 | VTV | Vanguard Value ETF | 0% | -1.73% | 減少 |
| 14 | VZ | Verizon Communications INC | 0% | -14.24% | 減少 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.74% | 減少 |
| 16 | VUG | Vanguard Growth ETF | 0% | -1.73% | 減少 |
| 17 | IWS | Ishares Russell Mid-cap Valu | 0% | -1.67% | 減少 |
| 18 | IWO | Ishares Russell 2000 Growth | 0% | -3.10% | 減少 |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -4.85% | 減少 |
| 20 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -1.92% | 減少 |
| 21 | IWN | Ishares Russell 2000 Value E | -0.1% | -3.48% | 減少 |