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 | 23.99% | +0.09% | +2.35% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 23.18% | -0.07% | -2.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.28% | -0.03% | +0.20% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 12.56% | -0.03% | +7.62% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.78% | -0.02% | +5.59% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.27% | — | -2.68% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.48% | — | -0.39% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.37% | +0.02% | +0.45% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.23% | — | -0.40% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.37% | -0.05% | -1.35% | |
| 11 | KMX | Carmax INC | 株式-一般消費財 | 1.29% | -0.02% | EXIT | |
| 12 | D | Dominion Energy INC | 株式-公益事業 | 0.71% | — | +0.08% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.01% | -6.46% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.46% | -0.02% | -0.92% | |
| 15 | PII | Polaris INC | 株式-一般消費財 | 0.42% | — | +0.05% | |
| 16 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.40% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | -1.71% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.30% | — | — | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 0.30% | — | -0.23% | |
| 20 | MMS | Maximus INC | 株式-資本財 | 0.25% | -0.02% | EXIT | |
| 21 | T | At&t INC | 株式-通信サービス | 0.24% | — | +0.25% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +0.10% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | -0.03% | -7.20% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | +0.13% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.16% | — | -0.81% | |
| 27 | UDR | Udr INC | 株式-不動産 | 0.16% | — | -17.32% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | -9.30% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | -0.85% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -18.99% | |
| 31 | BBTUSD | Bb&t CORP | 株式-その他 | 0.15% | — | — | |
| 32 | BDN | Brandywine Realty Trust | 株式-その他 | 0.14% | — | +22.72% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.14% | — | -1.57% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | — | +0.01% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | — | -1.88% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.12% | — | -7.55% | |
| 37 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.12% | — | +0.58% | |
| 38 | GWW | Ww Grainger INC | 株式-資本財 | 0.12% | — | +0.52% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | +0.04% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | — | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.11% | — | +6.32% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | — | +0.07% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.09% | — | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.09% | — | -9.55% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.09% | — | -2.66% |