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 | 41.30% | -0.93% | -0.13% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 15.87% | -0.02% | +0.96% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.26% | -0.02% | +0.51% | |
| 4 | FISV | Fiserv INC | 株式-その他 | 4.98% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.89% | -0.09% | -0.27% | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.53% | — | -42.42% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.52% | +0.06% | +0.62% | |
| 8 | BLKB | Blackbaud INC | 株式-その他 | 3.49% | — | +4.98% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.81% | — | -0.27% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.95% | +0.08% | -4.37% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.52% | — | — | |
| 12 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.46% | — | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.94% | — | +13.73% | |
| 14 | CELG | Celgene CORP | 株式-その他 | 0.81% | — | — | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | +0.02% | -0.19% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | -0.03% | +14.55% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.66% | — | +0.50% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.48% | — | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | -0.17% | |
| 20 | AFL | Aflac INC | 株式-金融 | 0.44% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.40% | +1.10% | -17.12% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.39% | — | -38.03% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.36% | -0.09% | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | -0.05% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.28% | +0.03% | +3.63% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | +0.01% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | -0.20% | -5.38% | |
| 28 | MDXG | Mimedx Group INC | 株式-その他 | 0.22% | — | — | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.20% | — | -22.78% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | -0.14% | -14.18% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.18% | — | +2.74% | |
| 32 | UBS | UBS Group AG | 株式-金融 | 0.18% | — | -81.76% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.18% | — | -37.59% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.04% | — | |
| 35 | MNRO | Monro INC | 株式-その他 | 0.14% | — | — | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | -0.06% | EXIT | |
| 37 | T | At&t INC | 株式-通信サービス | 0.12% | — | -5.08% | |
| 38 | CSX | Csx CORP | 株式-資本財 | 0.10% | — | — | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.09% | — | — | |
| 40 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.09% | — | — |