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 | 29.31% | -0.56% | -0.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.01% | -0.11% | +1.64% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 10.15% | -0.36% | -4.39% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.03% | +0.24% | +11.82% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.72% | — | +6.40% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.49% | -0.42% | -2.73% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.02% | -0.11% | -2.26% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.81% | -0.04% | -1.73% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.65% | -0.07% | -2.94% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.30% | — | +6.38% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.55% | +0.08% | +90.08% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.34% | -0.05% | -3.26% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.06% | -0.03% | -3.33% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.63% | — | +0.17% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.52% | — | -0.82% | |
| 16 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.52% | -0.02% | +1.15% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.38% | -8.62% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | -0.03% | +0.36% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.43% | -0.02% | -16.79% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | -0.01% | -2.25% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | -11.42% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.20% | — | -9.37% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.20% | — | -5.29% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.19% | — | -53.68% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.19% | — | -3.32% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.18% | +0.54% | +0.51% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | -7.86% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.16% | +0.03% | +1.05% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.16% | — | -3.57% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.15% | — | -0.11% | |
| 31 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.14% | — | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.14% | — | — | |
| 33 | USB | US Bancorp | 株式-金融 | 0.13% | — | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.12% | — | -0.44% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | — | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.11% | — | +1.61% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.10% | — | +2.41% | |
| 38 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.09% | — | +0.02% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.01% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.08% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.08% | +0.01% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.08% | — | -0.09% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.08% | -0.02% | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.07% | +0.03% | — | |
| 45 | WSBC | Wesbanco INC | 株式-その他 | 0.07% | — | — | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.06% | — | +1.16% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.06% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.06% | — | — | |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.06% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.06% | — | — |