CIK: 0001481714
申告総資産額
$11.1億
| # | 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 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 31.22% | -0.07% | -1.83% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 18.99% | +0.09% | -10.18% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.08% | -0.03% | -2.63% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.62% | -0.02% | -6.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.89% | — | -2.42% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.48% | +0.02% | +3.26% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.89% | — | -4.18% | |
| 8 | KMX | Carmax INC | 株式-一般消費財 | 2.18% | -0.02% | EXIT | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.80% | -0.03% | +60.72% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.63% | -0.05% | -0.85% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 1.24% | — | +0.18% | |
| 12 | PII | Polaris INC | 株式-一般消費財 | 0.84% | — | +0.89% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.01% | -2.20% | |
| 14 | D | Dominion Energy INC | 株式-公益事業 | 0.72% | — | +2.30% | |
| 15 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.57% | — | — | |
| 16 | LNC | Lincoln National CORP | 株式-金融 | 0.43% | — | — | |
| 17 | MMS | Maximus INC | 株式-資本財 | 0.42% | -0.02% | EXIT | |
| 18 | AAPL | Apple INC | 株式-IT | 0.41% | — | +611.77% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | +1.31% | |
| 20 | COF | Capital One Financial CORP | 株式-金融 | 0.38% | — | -15.69% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -0.43% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.23% | — | +0.34% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.22% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.21% | — | -0.98% | |
| 25 | BBTUSD | Bb&t CORP | 株式-その他 | 0.21% | — | -2.78% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.20% | -0.09% | +0.03% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | -4.56% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | -10.99% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | -7.71% | |
| 30 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.18% | — | — | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | -1.51% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | +0.18% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | -0.66% | |
| 34 | BDN | Brandywine Realty Trust | 株式-その他 | 0.14% | — | +26.76% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.14% | — | -79.31% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.14% | — | +0.21% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | -0.93% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.13% | — | -1.87% | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | — | -1.88% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | — | +0.15% | |
| 41 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.12% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | -0.03% | +0.09% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | +0.02% | |
| 44 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.08% | — | +5.76% | |
| 45 | LRADUSD | Lrad CORP | 株式-その他 | 0.04% | — | — |