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 | 30.31% | -0.07% | -2.30% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 19.15% | +0.09% | +6.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.23% | -0.03% | +1.62% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.38% | -0.02% | -0.64% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.71% | — | -1.51% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.99% | — | +8.08% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.88% | -0.03% | +35.08% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.68% | +0.02% | -10.74% | |
| 9 | KMX | Carmax INC | 株式-一般消費財 | 2.49% | -0.02% | EXIT | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 1.87% | — | +34.40% | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 1.55% | -0.05% | +2.52% | |
| 12 | PII | Polaris INC | 株式-一般消費財 | 0.94% | — | +0.02% | |
| 13 | D | Dominion Energy INC | 株式-公益事業 | 0.74% | — | +0.33% | |
| 14 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.69% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.01% | +0.83% | |
| 16 | MMS | Maximus INC | 株式-資本財 | 0.51% | -0.02% | EXIT | |
| 17 | AAPL | Apple INC | 株式-IT | 0.47% | — | +0.04% | |
| 18 | LNC | Lincoln National CORP | 株式-金融 | 0.46% | — | — | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.37% | — | +0.22% | |
| 20 | COF | Capital One Financial CORP | 株式-金融 | 0.35% | — | -2.51% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | -5.12% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | -0.98% | |
| 23 | GWW | Ww Grainger INC | 株式-資本財 | 0.22% | — | -33.21% | |
| 24 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.20% | — | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | +0.12% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.20% | — | -8.09% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | -0.48% | |
| 28 | BBTUSD | Bb&t CORP | 株式-その他 | 0.18% | — | -8.35% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -0.17% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | +0.13% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.14% | — | +0.20% | |
| 32 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.14% | — | +1.80% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | -11.07% | |
| 34 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.14% | — | — | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | +0.33% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | — | -3.68% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.13% | — | +7.69% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | -8.20% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | +0.09% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | — | +0.15% | |
| 41 | BDN | Brandywine Realty Trust | 株式-その他 | 0.12% | — | -16.08% | |
| 42 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.08% | — | +0.66% | |
| 43 | LRADUSD | Lrad CORP | 株式-その他 | 0.02% | — | — |