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 | 38.75% | -0.93% | -1.30% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 14.44% | -0.02% | -2.72% | |
| 3 | FISV | Fiserv INC | 株式-その他 | 5.61% | — | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.54% | -0.02% | -13.65% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.95% | -0.09% | +0.70% | |
| 6 | BLKB | Blackbaud INC | 株式-その他 | 3.21% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.20% | -0.15% | +36.20% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.97% | +0.06% | -15.89% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.46% | — | -5.54% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.14% | +0.02% | -2.94% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.63% | -0.03% | +19.75% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.59% | +0.08% | -8.06% | |
| 13 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.34% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | +1.10% | -9.65% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | — | +42.04% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.94% | +0.03% | +45.03% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.83% | — | -15.08% | |
| 18 | CELG | Celgene CORP | 株式-その他 | 0.77% | — | — | |
| 19 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.72% | — | -22.49% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | +0.10% | +41.67% | |
| 21 | MNRO | Monro INC | 株式-その他 | 0.50% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.45% | -0.09% | +0.43% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | -0.13% | +58.43% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +131.45% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.39% | — | — | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.36% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | -0.05% | -5.85% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.33% | — | -7.29% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.04% | +1.08% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | -0.20% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.27% | +0.01% | — | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | — | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.23% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.06% | -6.09% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.18% | — | — | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.16% | -0.06% | EXIT | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -3.27% | |
| 38 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.15% | — | +0.42% | |
| 39 | PNC | Pnc Financial Services Group | 株式-金融 | 0.15% | — | -1.03% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.14% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | — | +0.41% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.14% | +0.03% | -50.89% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.13% | — | -5.96% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +2.76% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.13% | — | -21.20% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | — | +17.18% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | +0.29% | -0.70% | |
| 48 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.12% | — | — | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.12% | -0.02% | — | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.11% | — | — |