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 | 34.24% | -0.56% | -0.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.69% | -0.11% | +1.86% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 11.65% | -0.36% | -1.12% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.24% | — | +0.57% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.23% | -0.42% | -2.20% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.08% | +0.24% | +2.77% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.33% | — | +8.09% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.31% | -0.03% | -2.25% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.57% | — | -1.73% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.56% | -0.02% | -1.34% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.38% | -0.22% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.44% | +0.08% | -1.67% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.42% | -0.11% | +80.73% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.01% | +6.30% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +0.02% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.32% | — | -0.42% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -0.03% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.29% | — | +0.72% | |
| 19 | USB | US Bancorp | 株式-金融 | 0.26% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.25% | — | — | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.20% | — | +364.22% | |
| 22 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.20% | -0.02% | +10.03% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.17% | — | +0.06% | |
| 24 | WSBC | Wesbanco INC | 株式-その他 | 0.17% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | -0.03% | -7.51% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.13% | — | -2.92% | |
| 27 | C | Citigroup INC | 株式-金融 | 0.13% | — | — | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.12% | — | -0.26% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.11% | -0.07% | -4.06% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.10% | — | -0.77% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.01% | +3.24% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.09% | — | -1.13% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.09% | — | +1.63% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.08% | — | +69.26% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.08% | — | +3.20% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.08% | — | -1.32% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.08% | — | -5.50% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.07% | — | -6.05% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.07% | — | -3.42% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.07% | — | -81.95% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.07% | — | -7.27% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.06% | — | -12.01% | |
| 43 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.06% | — | +4.73% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.06% | -0.01% | -7.61% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.06% | +0.01% | +0.27% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.06% | — | -10.72% | |
| 47 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.06% | — | +0.64% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.06% | — | -1.84% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.05% | — | +3.33% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.05% | — | — |