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 | 42.39% | +0.51% | -6.04% | |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 14.46% | +0.45% | +51.62% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 11.68% | +0.20% | -2.44% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.96% | +0.29% | -12.22% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.21% | -0.06% | +33.35% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.96% | — | +32.90% | |
| 7 | ✓ | FTSE RAFI Emerg Mkts | 株式-その他 | 2.87% | -0.26% | — | |
| 8 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 2.48% | +0.03% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.47% | +0.09% | -5.89% | |
| 10 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 1.40% | — | -38.16% | |
| 11 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 1.10% | +0.17% | — | |
| 12 | PRA | Proassurance CORP | 株式-その他 | 0.41% | +0.02% | — | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | -0.02% | +2.67% | |
| 14 | T | At&t INC | 株式-通信サービス | 0.26% | -0.05% | +1.40% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | -0.05% | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | -0.06% | +1.91% | |
| 17 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.24% | +0.03% | — | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | +0.05% | — | |
| 19 | SO | Southern Co/the | 株式-公益事業 | 0.20% | -0.05% | +2.45% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.19% | — | -1.87% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | -0.01% | +32.69% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | -0.15% | EXIT | |
| 23 | VMC | Vulcan Materials Co | 株式-素材 | 0.17% | +0.04% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.16% | — | +1.48% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.15% | — | -11.02% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | +0.01% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.13% | +0.07% | — | |
| 28 | ✓ | 3m Co | 株式-その他 | 0.13% | — | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.12% | +0.01% | +2.70% | |
| 30 | LBEUR | L Brands INC | 株式-その他 | 0.12% | — | — | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 0.12% | -0.02% | -7.87% | |
| 32 | RF | Regions Financial CORP | 株式-金融 | 0.07% | — | +0.04% | |
| 33 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.06% | +0.01% | — |