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 | 27.08% | -0.07% | -0.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 26.49% | +0.09% | +1.56% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.03% | -0.03% | +0.33% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.56% | -0.02% | +0.41% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.06% | — | -0.45% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.42% | -0.03% | +19.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.59% | — | -0.47% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.48% | +0.02% | +1.01% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.04% | — | +0.24% | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 1.55% | -0.02% | EXIT | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 1.52% | -0.05% | +1.85% | |
| 12 | D | Dominion Energy INC | 株式-公益事業 | 0.83% | — | +24.76% | |
| 13 | PII | Polaris INC | 株式-一般消費財 | 0.74% | — | +0.03% | |
| 14 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.57% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.01% | -0.28% | |
| 16 | MMS | Maximus INC | 株式-資本財 | 0.40% | -0.02% | EXIT | |
| 17 | AAPL | Apple INC | 株式-IT | 0.37% | — | -16.56% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | -1.88% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 0.29% | — | -0.03% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.03% | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | +0.97% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | +1.86% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.19% | — | -1.21% | |
| 24 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.17% | — | +4.16% | |
| 25 | GWW | Ww Grainger INC | 株式-資本財 | 0.17% | — | -5.00% | |
| 26 | UDR | Udr INC | 株式-不動産 | 0.17% | — | -33.60% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | +23.32% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | -12.79% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | +0.07% | |
| 30 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.16% | — | +6.09% | |
| 31 | BBTUSD | Bb&t CORP | 株式-その他 | 0.16% | — | +0.21% | |
| 32 | BDN | Brandywine Realty Trust | 株式-その他 | 0.14% | — | — | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | +1.24% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | -7.92% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | — | +3.64% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | +1.20% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | +0.11% | |
| 38 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.08% | — | +0.75% | |
| 39 | LRADUSD | Lrad CORP | 株式-その他 | 0.01% | — | — |