CIK: 0001427748
申告総資産額
$44.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 37.97% | -0.56% | +1.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 22.53% | -0.11% | +2.31% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 13.13% | -0.36% | +1.02% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.18% | — | +4.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.96% | -0.42% | +0.95% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.68% | — | +5.29% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | — | -53.33% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | +0.24% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | -0.38% | -7.66% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.34% | -0.03% | +24.43% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | +46.55% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.01% | +10.22% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.15% | — | -22.76% | |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.14% | — | +22.09% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.13% | +0.08% | -18.07% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.07% | — | -3.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +1% | +4.46% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.1% | +46.55% | 増加 |
| 3 | IWV | Ishares Russell 3000 ETF | +0.1% | +24.43% | 増加 |
| 4 | VOT | Vanguard Mid-cap Growth ETF | 0% | +1.02% | 増加 |
| 5 | PG | Procter & Gamble Co/the | 0% | +5.29% | 増加 |
| 6 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +22.09% | 増加 |
| 7 | XOM | Exxon Mobil CORP | — | +10.22% | 増加 |
| 8 | IWS | Ishares Russell Mid-cap Valu | — | -3.93% | 減少 |
| 9 | IWP | Ishares Russell Mid-cap Grow | 0% | -18.07% | 減少 |
| 10 | IVV | Ishares Core S&p 500 ETF | 0% | -7.66% | 減少 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.56% | 増加 |
| 12 | AEP | American Electric Power Company, Inc. | -0.1% | -22.76% | 減少 |
| 13 | VUG | Vanguard Growth ETF | -0.2% | +0.95% | 増加 |
| 14 | VEA | Vanguard Ftse Developed ETF | -0.5% | +2.31% | 増加 |
| 15 | META | Meta Platforms Inc-class A | -1.1% | -53.33% | 減少 |
| 16 | BSV | Vanguard Short-term Bond ETF | — | NEW | 新規購入 |
| 17 | BIV | Vanguard Intermediate-term B | — | EXIT | 全売却 |