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 | 31.46% | -0.56% | +0.54% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.32% | -0.11% | +2.80% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 11.05% | -0.36% | -0.35% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.20% | — | +0.81% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.83% | +0.24% | +6.92% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.79% | -0.42% | +0.21% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.22% | — | -8.22% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.56% | -0.07% | +33.27% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.42% | -0.11% | +16.80% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.16% | -0.03% | -1.48% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.68% | +0.08% | -4.15% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.63% | — | -2.70% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | -0.38% | -0.13% | |
| 14 | AAPL | Apple INC | 株式-IT | 0.41% | -0.02% | +0.62% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.41% | -0.05% | -2.80% | |
| 16 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -7.79% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.03% | -4.11% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | -0.04% | +0.17% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.32% | — | +3.03% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | -0.01% | -9.42% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.30% | — | +0.18% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.27% | — | +0.78% | |
| 24 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.26% | -0.02% | +0.09% | |
| 25 | ATSG* | Air Transport Services Group | 株式-その他 | 0.24% | — | — | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.23% | — | — | |
| 27 | USB | US Bancorp | 株式-金融 | 0.23% | — | +2.05% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.22% | — | +0.40% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.21% | — | -11.11% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.19% | — | +0.84% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.15% | — | -3.30% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.15% | — | +0.12% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.15% | — | +38.05% | |
| 34 | WSBC | Wesbanco INC | 株式-その他 | 0.14% | — | — | |
| 35 | C | Citigroup INC | 株式-金融 | 0.13% | — | +1.32% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.11% | — | +15.94% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.02% | +93.59% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.10% | — | -8.28% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | -0.06% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.10% | — | -18.81% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.01% | +1.03% | |
| 42 | FITB | Fifth Third Bancorp | 株式-金融 | 0.08% | — | +105.90% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.08% | — | +18.67% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | -31.72% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.08% | — | +0.82% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.07% | — | +1.15% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.07% | — | +0.88% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.06% | — | -7.00% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.06% | — | +97.22% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.06% | — | — |