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 | 25.41% | -0.07% | -0.79% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 24.65% | +0.09% | +6.67% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.20% | -0.03% | +0.00% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.34% | -0.03% | +100.82% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.42% | -0.02% | +4.19% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.69% | — | +1.71% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.96% | +0.02% | +32.15% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.32% | — | -0.80% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 1.91% | — | -1.25% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.49% | -0.05% | +0.08% | |
| 11 | KMX | Carmax INC | 株式-一般消費財 | 1.22% | -0.02% | EXIT | |
| 12 | D | Dominion Energy INC | 株式-公益事業 | 0.72% | — | +1.91% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | -0.02% | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.01% | -1.61% | |
| 15 | PII | Polaris INC | 株式-一般消費財 | 0.47% | — | +0.59% | |
| 16 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.44% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.38% | — | -1.69% | |
| 18 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.35% | — | — | |
| 19 | MMS | Maximus INC | 株式-資本財 | 0.32% | -0.02% | EXIT | |
| 20 | AAPL | Apple INC | 株式-IT | 0.31% | — | -0.43% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | — | |
| 22 | COF | Capital One Financial CORP | 株式-金融 | 0.28% | — | +10.03% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | +4.00% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.23% | -0.03% | +2.15% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.22% | — | +26.32% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.20% | — | +7.08% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | — | — | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +10.32% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | -1.57% | |
| 30 | UDR | Udr INC | 株式-不動産 | 0.17% | — | +0.02% | |
| 31 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.16% | — | +2.17% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | +0.13% | |
| 33 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.15% | — | -1.00% | |
| 34 | BBTUSD | Bb&t CORP | 株式-その他 | 0.15% | — | +0.19% | |
| 35 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.14% | — | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | — | +0.37% | |
| 37 | BDN | Brandywine Realty Trust | 株式-その他 | 0.12% | — | -17.69% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.11% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | -4.86% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | +3.35% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | — | -1.35% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | — | — | |
| 43 | GWW | Ww Grainger INC | 株式-資本財 | 0.10% | — | -27.88% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | — | +0.10% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.10% | — | — | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.10% | — | — | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.10% | — | — | |
| 48 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.08% | — | +0.70% | |
| 49 | LRADUSD | Lrad CORP | 株式-その他 | 0.01% | — | — |