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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 25.64% | -0.02% | +2.65% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 25.56% | +0.09% | +2.47% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 12.17% | -0.07% | -3.36% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 11.11% | -0.03% | -2.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.47% | -0.03% | -2.47% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.77% | — | -1.86% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.25% | +0.02% | +0.18% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | — | -2.14% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 1.72% | — | -3.28% | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 1.03% | -0.02% | EXIT | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 0.91% | -0.05% | -7.09% | |
| 12 | D | Dominion Energy INC | 株式-公益事業 | 0.55% | — | -5.58% | |
| 13 | PII | Polaris INC | 株式-一般消費財 | 0.44% | — | -11.18% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | -0.02% | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.01% | -4.16% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.33% | — | +30.22% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.30% | — | -5.88% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.26% | — | +14.07% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.25% | — | +25.08% | |
| 20 | COF | Capital One Financial CORP | 株式-金融 | 0.22% | — | -1.39% | |
| 21 | MMS | Maximus INC | 株式-資本財 | 0.21% | -0.02% | EXIT | |
| 22 | T | At&t INC | 株式-通信サービス | 0.19% | — | -0.99% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | -0.30% | |
| 24 | BDN | Brandywine Realty Trust | 株式-その他 | 0.16% | — | -64.52% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.16% | — | -13.95% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | -3.70% | |
| 27 | BBTUSD | Bb&t CORP | 株式-その他 | 0.14% | — | -4.88% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | — | +0.01% | |
| 29 | GWW | Ww Grainger INC | 株式-資本財 | 0.14% | — | +0.43% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.13% | — | -11.13% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | -2.30% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | -20.58% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | -23.18% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | — | -1.30% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.12% | — | -7.74% | |
| 36 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.12% | — | +26.95% | |
| 37 | UDR | Udr INC | 株式-不動産 | 0.11% | — | — | |
| 38 | DEW | Wisdomtree Global High Divid | ETF-その他 | 0.10% | — | +7.38% | |
| 39 | SO | Southern Co/the | 株式-公益事業 | 0.10% | — | -26.43% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | — | +0.11% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.09% | — | -38.04% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | +0.02% | — | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.08% | — | -12.49% | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.08% | -0.01% | -6.69% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.08% | +0.02% | NEW | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.08% | -0.03% | +0.07% | |
| 48 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.06% | — | -50.65% |