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 | 13.66% | +0.34% | +2.57% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 12.55% | -0.03% | -0.25% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 12.53% | +0.29% | -0.32% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 12.41% | +0.32% | +3.91% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.60% | -0.33% | +2.61% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.08% | -0.09% | -1.42% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.67% | +0.05% | -2.02% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.26% | +0.02% | -0.34% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.44% | — | -1.03% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.02% | -0.04% | -1.19% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.57% | — | +3.58% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | +0.01% | -1.20% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.44% | -0.11% | -3.71% | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.35% | +0.10% | +3.03% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.33% | -0.11% | -0.85% | |
| 16 | PPG | Ppg Industries INC | 株式-素材 | 1.30% | +0.06% | -0.60% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | — | +0.34% | |
| 18 | BMTCUSD | Bryn Mawr Bank CORP | 株式-その他 | 1.03% | -0.05% | — | |
| 19 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.81% | — | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.78% | +0.23% | -0.57% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.72% | +0.01% | -4.26% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | +0.02% | -12.29% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.59% | -0.01% | -4.00% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.58% | -0.03% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | -1.93% | |
| 26 | VDE | Vanguard Energy ETF | ETF-その他 | 0.43% | -0.03% | — | |
| 27 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.42% | — | +5.78% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.30% | — | -0.37% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.02% | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -5.67% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | -0.02% | -5.15% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.25% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | — | — | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.20% | — | +1.75% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | — | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -20.73% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | -15.81% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | -0.18% | — | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +13.95% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.18% | — | -3.89% | |
| 42 | WSFS | Wsfs Financial CORP | 株式-その他 | 0.17% | — | — | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.17% | — | +7.15% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | -0.71% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | +1.21% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | +3.00% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.13% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | +2.49% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.12% | +0.03% | — | |
| 50 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.12% | +0.06% | +0.02% |