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 | BND | Vanguard Total Bond Market | ETF-その他 | 25.23% | +0.09% | +1.19% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 23.89% | -0.07% | -1.67% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.96% | -0.03% | +0.28% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 10.81% | -0.03% | +9.85% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.39% | -0.02% | -0.23% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.42% | — | -1.20% | |
| 7 | MO | Altria Group INC | 株式-生活必需品 | 2.37% | — | -1.99% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.37% | — | -0.71% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.30% | +0.02% | -2.49% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.59% | -0.05% | -0.03% | |
| 11 | KMX | Carmax INC | 株式-一般消費財 | 1.06% | -0.02% | EXIT | |
| 12 | D | Dominion Energy INC | 株式-公益事業 | 0.75% | — | -0.50% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.01% | -1.12% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.54% | -0.02% | -4.52% | |
| 15 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.44% | — | — | |
| 16 | PII | Polaris INC | 株式-一般消費財 | 0.43% | — | +0.90% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | +1.53% | |
| 18 | MMS | Maximus INC | 株式-資本財 | 0.29% | -0.02% | EXIT | |
| 19 | AAPL | Apple Computer | 株式-IT | 0.27% | — | +0.14% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.26% | — | -4.67% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -12.74% | |
| 22 | COF | Capital One Financial CORP | 株式-金融 | 0.23% | — | -3.49% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.22% | — | -1.79% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | -0.03% | — | |
| 25 | UDR | Udr INC | 株式-不動産 | 0.20% | — | +0.02% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | +4.66% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | -10.55% | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.16% | — | +16.13% | |
| 29 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.16% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | +0.53% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.15% | — | -16.36% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | -11.09% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | +0.30% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.14% | — | +0.09% | |
| 35 | BDN | Brandywine Realty Trust | 株式-その他 | 0.14% | — | — | |
| 36 | ✓ | Bb & T CORP | 株式-その他 | 0.12% | — | -1.29% | |
| 37 | GWW | Ww Grainger INC | 株式-資本財 | 0.12% | — | +3.72% | |
| 38 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.10% | — | +0.62% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.10% | — | -3.79% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.10% | — | — | |
| 41 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.09% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.09% | — | -1.97% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.09% | — | -15.33% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.09% | — | — | |
| 45 | BAC | Bank of America Corporation | 株式-金融 | 0.08% | — | -3.62% | |
| 46 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.07% | — | +0.84% | |
| 47 | LRADUSD | Lrad CORP | 株式-その他 | 0.01% | — | — |