CIK: 0001731497
申告総資産額
$7.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 22.82% | -1.84% | +10.33% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.48% | +0.77% | +5.85% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 12.36% | -0.78% | +0.71% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.91% | — | +2.19% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.31% | +0.03% | +10.29% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.23% | -0.01% | +18.20% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.14% | +0.27% | +4.75% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.50% | — | +1.15% | |
| 9 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.55% | — | +13.59% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.91% | — | +2.19% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.68% | — | +1.68% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.54% | -0.18% | +3.58% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.06% | — | +1.30% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.00% | — | -3.45% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 0.98% | — | +0.26% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.86% | — | +0.23% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | +0.12% | +92.56% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.19% | -0.27% | |
| 19 | FISV | Fiserv INC | 株式-その他 | 0.78% | -0.03% | +369.12% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.09% | +69.76% | |
| 21 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.64% | +0.02% | +0.32% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | +3.21% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.52% | — | +12.80% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.51% | — | +14.39% | |
| 25 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.51% | — | -78.75% | |
| 26 | SYY | Sysco CORP | 株式-生活必需品 | 0.51% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.04% | +43.19% | |
| 28 | FIS | Fidelity National Info Serv | 株式-IT | 0.30% | — | +23.76% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.02% | +12.90% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | +1.58% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | — | +5.39% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.23% | +0.02% | -2.22% | |
| 33 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.23% | — | -11.26% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +4.08% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.21% | — | +5.72% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | — | +2.02% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | +4.35% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | +8.24% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.02% | +12.89% | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.17% | — | +0.77% | |
| 41 | IDV | Ishares International Select | ETF-その他 | 0.16% | — | +10.93% | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.15% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.05% | +8.26% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.14% | — | +0.83% | |
| 45 | MBB | Ishares Mbs ETF | ETF-その他 | 0.14% | — | +10.66% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.13% | +0.05% | +0.12% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.13% | — | +0.49% | |
| 48 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.12% | +0.02% | +149.68% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.12% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | -0.03% | EXIT |