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 | 34.76% | -0.56% | +4.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 20.20% | -0.11% | +12.70% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 11.57% | -0.36% | +4.61% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.42% | — | +4.45% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.15% | -0.42% | +1.85% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.90% | +0.24% | +11.66% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.96% | — | +6.53% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.88% | — | -55.42% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -3.81% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +0.33% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.54% | -0.02% | +30.74% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.38% | +31.21% | |
| 13 | USB | US Bancorp | 株式-金融 | 0.34% | — | -1.75% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.31% | -0.03% | -67.55% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.27% | -0.11% | -70.58% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | -73.97% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.23% | — | -39.44% | |
| 18 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.17% | -0.02% | — | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.17% | — | +394.12% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.15% | +0.08% | -33.75% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | — | +43.78% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | +22.13% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | -0.01% | -12.56% | |
| 24 | FSP | Franklin Street Properties C | 株式-その他 | 0.11% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | -4.13% | |
| 26 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.10% | — | — | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.10% | — | +3.58% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.08% | — | +71.89% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.08% | -0.01% | EXIT | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.08% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.08% | -0.01% | +4.08% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.08% | -0.03% | -23.11% | |
| 33 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.07% | — | +40.69% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.07% | +0.01% | +21.97% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.07% | — | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.07% | — | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.07% | — | +19.18% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.06% | — | +23.57% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | -0.07% | +8.80% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.06% | — | — | |
| 41 | ✓ | Convergys CORP Com | 株式-その他 | 0.06% | — | +1.47% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.06% | — | — | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.06% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.05% | — | -10.30% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.05% | — | +15.01% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.05% | — | — | |
| 47 | MBB | Ishares Mbs ETF | ETF-その他 | 0.05% | — | — | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.05% | -0.01% | -10.71% | |
| 49 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.05% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.05% | — | +35.59% |