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 | 29.66% | -0.56% | -2.80% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.80% | -0.11% | -0.51% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 10.38% | -0.36% | -3.12% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.31% | +0.24% | +5.85% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.76% | — | +3.19% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.90% | -0.42% | -7.04% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.19% | -0.11% | -2.14% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.87% | -0.04% | -1.13% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.75% | -0.07% | -4.66% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.49% | — | -4.92% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.58% | +0.08% | -2.09% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.39% | -0.05% | -1.43% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.11% | -0.03% | -2.89% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.67% | — | -4.26% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.54% | — | -3.06% | |
| 16 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.53% | -0.02% | -7.74% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.38% | -0.14% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.52% | -0.02% | +269.64% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | -0.03% | -8.77% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.44% | — | +5.12% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | — | -1.58% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | -0.01% | +2.21% | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | +0.57% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.21% | — | +1.62% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.20% | — | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.17% | — | -5.79% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.17% | — | -0.32% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.17% | — | +0.03% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.16% | +0.03% | +0.25% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.15% | +0.54% | +0.36% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.13% | — | +1.25% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.12% | — | +0.41% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.11% | — | -22.94% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.11% | — | -7.44% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.10% | — | +2.27% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.09% | — | -1.92% | |
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.07% | — | +47.97% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.06% | — | — | |
| 39 | INTC | Intel CORP | 株式-IT | 0.06% | — | — | |
| 40 | WSBC | Wesbanco INC | 株式-その他 | 0.05% | — | — | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.05% | — | -0.85% | |
| 42 | ATSG* | Air Transport Services Group | 株式-その他 | 0.04% | — | — | |
| 43 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.03% | — | +3.16% | |
| 44 | REET | Ishares Global Reit ETF | ETF-その他 | 0.03% | — | +9.45% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.02% | — | -3.18% | |
| 46 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.02% | — | — | |
| 47 | FSP | Franklin Street Properties C | 株式-その他 | 0.02% | — | — |