CIK: 0001841433
申告総資産額
$7.3億
| # | 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 | 10.81% | — | +90.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.49% | — | +3.08% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.13% | — | +8.62% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.38% | — | +5.28% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.19% | — | +5.43% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 7.10% | — | +2.59% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 6.44% | — | -3.08% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.48% | — | +2.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.20% | — | +4.27% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.10% | — | +3.36% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.32% | — | +20.71% | |
| 12 | VAW | Vanguard Materials ETF | ETF-その他 | 3.32% | — | +1.78% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.32% | — | -5.21% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.30% | — | -0.83% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.29% | — | -3.56% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.88% | — | +174.06% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.70% | — | -8.42% | |
| 18 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.60% | — | +20.69% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.26% | — | -12.71% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.19% | — | -3.60% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.02% | — | -7.91% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +0.51% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -5.97% | |
| 24 | ✓ | Bank Mut CORP New Com | 株式-その他 | 0.45% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | — | |
| 26 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.19% | — | — | |
| 27 | FIS | Fidelity National Info Serv | 株式-IT | 0.17% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | +0.05% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.15% | — | — | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.11% | — | +8.25% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.11% | — | — | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.10% | — | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.09% | — | -1.75% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.09% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — |