CIK: 0001543991
申告総資産額
$4.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 38.62% | -0.93% | -2.64% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 14.85% | -0.02% | -0.01% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 6.73% | — | +1.26% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.86% | -0.02% | -1.07% | |
| 5 | FISV | Fiserv INC | 株式-その他 | 4.84% | — | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.43% | -0.09% | -12.02% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.27% | +0.06% | +4.00% | |
| 8 | BLKB | Blackbaud INC | 株式-その他 | 3.07% | — | +4.95% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.56% | — | -7.15% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.82% | +0.08% | -0.26% | |
| 11 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.38% | — | — | |
| 12 | UBS | UBS Group AG | 株式-金融 | 1.24% | — | +19.71% | |
| 13 | CELG | Celgene CORP | 株式-その他 | 1.16% | — | — | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.85% | — | -7.89% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | +0.02% | -0.32% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.61% | — | -65.36% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | — | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | — | +33.32% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | +1.10% | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | -0.16% | -11.42% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | — | -8.48% | |
| 22 | AFL | Aflac INC | 株式-金融 | 0.40% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 0.39% | -0.09% | +26.70% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.38% | -0.03% | — | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.30% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | -0.05% | +3.27% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | +0.03% | +1.15% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.26% | +0.01% | — | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.24% | — | — | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.24% | — | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | -0.20% | -3.56% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.19% | — | -1.21% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | -0.14% | -2.31% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.17% | — | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | — | +45.61% | |
| 37 | MDXG | Mimedx Group INC | 株式-その他 | 0.15% | — | +30.43% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.04% | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.14% | — | — | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | — | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | +1.16% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.06% | — | |
| 43 | T | At&t INC | 株式-通信サービス | 0.12% | — | +4.30% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | -0.06% | EXIT | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.12% | — | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.11% | -0.04% | — | |
| 47 | WDC | Western Digital CORP | 株式-IT | 0.11% | — | +1.17% | |
| 48 | ✓ | 株式-その他 | 0.11% | — | — | ||
| 49 | ROST | Ross Stores INC | 株式-一般消費財 | 0.11% | — | — | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.11% | — | — |