CIK: 0001557513
申告総資産額
$1.8億
| # | 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 | VONE | Vanguard Russell 1000 | ETF-その他 | 48.07% | +0.51% | -1.40% | |
| 2 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 14.00% | +0.20% | -2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.35% | +0.29% | -1.33% | |
| 4 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 9.63% | +0.45% | +0.46% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.00% | -0.06% | +4.30% | |
| 6 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 3.40% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.96% | +0.09% | -8.59% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.44% | — | -1.80% | |
| 9 | PRA | Proassurance CORP | 株式-その他 | 0.47% | +0.02% | -0.26% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | -0.02% | — | |
| 11 | T | At&t INC | 株式-通信サービス | 0.29% | -0.05% | +4.08% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.29% | -0.05% | +5.56% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | -0.06% | +0.10% | |
| 14 | ✓ | Energen CORP | 株式-その他 | 0.23% | — | — | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | +0.05% | +4.36% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 0.21% | -0.05% | -2.49% | |
| 17 | VMC | Vulcan Materials Co | 株式-素材 | 0.20% | +0.04% | — | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 0.20% | — | — | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | -0.15% | EXIT | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.18% | — | -10.23% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | +0.01% | — | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 0.15% | -0.02% | +0.21% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | +0.01% | +1.54% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.14% | -0.01% | +5.73% | |
| 25 | ✓ | 3m Co | 株式-その他 | 0.14% | — | — | |
| 26 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.13% | — | +2.65% | |
| 27 | RF | Regions Financial CORP | 株式-金融 | 0.08% | — | — | |
| 28 | RMTIEUR | Rockwell Medical INC | 株式-その他 | 0.08% | — | -33.33% | |
| 29 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.07% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | +0.9% | -1.40% | 減少 |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.4% | +0.46% | 増加 |
| 3 | DOC | Healthpeak Properties, Inc. | +0.3% | — | 変化なし |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +4.30% | 増加 |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.1% | -2.09% | 減少 |
| 6 | ✓ | Energen CORP | 0% | — | 変化なし |
| 7 | UNH | Unitedhealth Group INC | 0% | +4.36% | 増加 |
| 8 | BND | Vanguard Total Bond Market | 0% | -1.80% | 減少 |
| 9 | VMC | Vulcan Materials Co | 0% | — | 変化なし |
| 10 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 11 | IBM | Intl Business Machines CORP | 0% | +6.37% | 増加 |
| 12 | JNJ | Johnson & Johnson | 0% | +0.10% | 増加 |
| 13 | T | At&t INC | 0% | +4.08% | 増加 |
| 14 | GPC | Genuine Parts Co | 0% | +2.65% | 増加 |
| 15 | RF | Regions Financial CORP | 0% | — | 変化なし |
| 16 | PFE | Pfizer INC | 0% | +1.54% | 増加 |
| 17 | SO | Southern Co/the | 0% | -2.49% | 減少 |
| 18 | XOM | Exxon Mobil CORP | — | — | 変化なし |
| 19 | PM | Philip Morris International | — | +0.21% | 増加 |
| 20 | AEP | American Electric Power Company, Inc. | — | +5.56% | 増加 |
| 21 | ✓ | 3m Co | — | — | 変化なし |
| 22 | HBAN | Huntington Bancshares INC | — | — | 変化なし |
| 23 | KO | Coca-cola Co/the | — | +5.73% | 増加 |
| 24 | RMTIEUR | Rockwell Medical INC | 0% | -33.33% | 減少 |
| 25 | WMT | Walmart INC | 0% | — | 変化なし |
| 26 | EEM | Ishares Msci Emerging Market | 0% | -10.23% | 減少 |
| 27 | PRA | Proassurance CORP | 0% | -0.26% | 減少 |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.33% | 減少 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -8.59% | 減少 |
| 30 | ✓ | iShares MSCI Emerging Markets ETF | — | EXIT | 全売却 |
| 31 | ✓ | Powershares Db Cmdty Idx Tra | — | EXIT | 全売却 |