CIK: 0001679118
申告総資産額
$4.7億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 12.98% | +0.34% | +3.86% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.79% | +0.29% | +0.74% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 11.76% | -0.03% | +0.94% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.53% | +0.32% | +5.89% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.57% | -0.33% | +0.81% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.58% | -0.09% | -2.28% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.65% | +0.05% | -2.50% | |
| 8 | SUB | Ishares Short-term National | ETF-その他 | 3.14% | -0.19% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.05% | +0.02% | +3.79% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.38% | — | +8.60% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.88% | -0.04% | +11.84% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.61% | -0.11% | +8.99% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.53% | — | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.50% | -0.11% | -3.47% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.45% | +0.01% | +3.73% | |
| 16 | PPG | Ppg Industries INC | 株式-素材 | 1.26% | +0.06% | -0.26% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | +0.10% | +0.22% | |
| 18 | BMTCUSD | Bryn Mawr Bank CORP | 株式-その他 | 1.10% | -0.05% | — | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | +0.02% | +0.16% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | -7.19% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.67% | +0.01% | -4.79% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.66% | +0.23% | +0.93% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | -0.03% | -1.52% | |
| 24 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.62% | — | -9.26% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | -0.01% | +10.37% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | +2.57% | |
| 27 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.54% | — | -17.87% | |
| 28 | VDE | Vanguard Energy ETF | ETF-その他 | 0.53% | -0.03% | +15.83% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | -0.02% | -1.94% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.35% | — | — | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.34% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | -1.51% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.02% | -18.55% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | -20.10% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.27% | -0.18% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | +3.00% | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | — | +5.60% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | -0.22% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | -0.04% | +0.90% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.22% | — | -0.35% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | -1.23% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | — | -0.97% | |
| 44 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.19% | — | -1.07% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | — | -0.15% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | -8.90% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.15% | — | -0.51% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | — | -3.35% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +0.15% |