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 | 12.26% | +0.34% | +0.89% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.31% | +0.29% | -0.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 11.19% | -0.03% | +0.25% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.08% | +0.32% | +1.18% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.49% | -0.33% | +2.67% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 6.39% | -0.19% | -1.65% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.61% | -0.09% | +8.68% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.16% | +0.05% | +2.16% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.61% | +0.02% | -1.25% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.24% | — | +12.17% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.16% | — | -14.42% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.06% | — | +19.34% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.76% | -0.04% | +3.73% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.73% | -0.18% | +486.17% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.39% | +0.01% | +3.79% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.32% | -0.11% | +19.33% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.27% | -0.11% | +5.65% | |
| 18 | PPG | Ppg Industries INC | 株式-素材 | 1.11% | +0.06% | — | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | +0.10% | +0.24% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.98% | — | +0.38% | |
| 21 | BMTCUSD | Bryn Mawr Bank CORP | 株式-その他 | 0.86% | -0.05% | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.76% | +0.23% | -1.86% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | +155.43% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | — | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | +0.01% | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | +0.02% | -2.34% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | -0.01% | +4.32% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.46% | -0.03% | — | |
| 29 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.44% | — | — | |
| 30 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.36% | — | +0.00% | |
| 31 | VDE | Vanguard Energy ETF | ETF-その他 | 0.35% | -0.03% | +0.28% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.35% | — | +103.03% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.02% | -0.38% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.28% | — | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.24% | — | -1.85% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | -0.04% | -0.29% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | -1.08% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | -0.02% | -0.91% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.19% | — | -1.14% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.18% | — | — | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.17% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | -9.12% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | — | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | -0.75% | |
| 47 | WSFS | Wsfs Financial CORP | 株式-その他 | 0.14% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.13% | — | -3.26% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.13% | — | -2.56% |