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 | 27.91% | -0.07% | +0.34% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 24.58% | +0.09% | +4.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.29% | -0.03% | +0.26% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.71% | -0.02% | -2.13% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.27% | — | -1.66% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.79% | -0.03% | +19.50% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.72% | — | -0.83% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.66% | +0.02% | -0.30% | |
| 9 | KMX | Carmax INC | 株式-一般消費財 | 2.09% | -0.02% | EXIT | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 1.74% | — | -2.06% | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 1.43% | -0.05% | -0.96% | |
| 12 | PII | Polaris INC | 株式-一般消費財 | 0.87% | — | +0.02% | |
| 13 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.64% | — | — | |
| 14 | D | Dominion Energy INC | 株式-公益事業 | 0.60% | — | +0.20% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.01% | +0.01% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.48% | — | -5.72% | |
| 17 | MMS | Maximus INC | 株式-資本財 | 0.43% | -0.02% | EXIT | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | -0.47% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 0.33% | — | -1.46% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +0.27% | |
| 21 | UDR | Udr INC | 株式-不動産 | 0.23% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.20% | — | -2.00% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | -0.77% | |
| 24 | GWW | Ww Grainger INC | 株式-資本財 | 0.19% | — | +0.44% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.18% | — | -3.51% | |
| 26 | BBTUSD | Bb&t CORP | 株式-その他 | 0.17% | — | +0.18% | |
| 27 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.17% | — | -1.43% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | +0.07% | |
| 29 | BDN | Brandywine Realty Trust | 株式-その他 | 0.15% | — | +10.28% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | -3.42% | |
| 31 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.14% | — | +0.07% | |
| 32 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.13% | — | +0.02% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | — | +0.27% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | -3.42% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | +0.17% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | +0.15% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | — | -5.30% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | +0.10% | |
| 39 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.11% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.11% | — | +0.26% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.10% | — | -4.06% | |
| 42 | ✓ | Kraft Foods Group Inc. | 株式-その他 | 0.10% | — | +0.13% | |
| 43 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.08% | — | +0.74% | |
| 44 | LRADUSD | Lrad CORP | 株式-その他 | 0.01% | — | — |