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 | 33.92% | -0.56% | +0.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.72% | -0.11% | -3.52% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 11.61% | -0.36% | +0.55% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.19% | — | +0.01% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.12% | -0.42% | +0.27% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.77% | +0.24% | +7.13% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.62% | — | +5.77% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.17% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | +765.33% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.97% | -0.03% | +305.94% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | -0.11% | — | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | +0.96% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 0.47% | -0.02% | -26.67% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.41% | — | +249.59% | |
| 16 | USB | US Bancorp | 株式-金融 | 0.35% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.38% | -5.36% | |
| 18 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.26% | — | — | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.24% | +0.08% | +123.54% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.18% | — | — | |
| 21 | C | Citigroup INC | 株式-金融 | 0.15% | — | — | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.14% | -0.01% | +0.78% | |
| 23 | FSP | Franklin Street Properties C | 株式-その他 | 0.12% | — | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.11% | — | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.11% | — | — | |
| 26 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.10% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | — | -24.89% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.10% | -0.03% | +65.89% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.10% | — | — | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.10% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.08% | -0.01% | -0.34% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.07% | — | — | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.07% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.06% | +0.01% | -71.62% | |
| 35 | ✓ | Convergys CORP Com | 株式-その他 | 0.06% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | -0.07% | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.06% | — | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.06% | -0.01% | -13.75% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.05% | — | +33.41% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.05% | — | — | |
| 41 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.05% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.05% | — | -25.39% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.05% | — | — | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.05% | — | — | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.05% | — | -3.28% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.04% | — | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.04% | — | — | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.04% | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.04% | — | — | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.04% | — | — |