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 | 13.74% | — | +3.73% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.40% | — | -2.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.12% | — | +0.75% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.34% | — | +5.17% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.86% | — | +2.11% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 7.12% | — | +1.40% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.88% | — | -0.40% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.47% | — | -0.54% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.29% | — | +0.79% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.03% | — | +2.29% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.61% | — | +5.66% | |
| 12 | VAW | Vanguard Materials ETF | ETF-その他 | 3.30% | — | -0.24% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.15% | — | +0.55% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.96% | — | -3.75% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.83% | — | -8.04% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.64% | — | -1.67% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.44% | — | -3.25% | |
| 18 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.33% | — | -2.72% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.07% | — | -1.31% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.07% | — | -8.34% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.92% | — | -1.26% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +1.77% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | — | -2.26% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | — | |
| 25 | ✓ | Bank Mut CORP New Com | 株式-その他 | 0.43% | — | -7.15% | |
| 26 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.17% | — | — | |
| 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 | 0.15% | — | -7.25% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.15% | — | — | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.12% | — | +0.16% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.10% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | — | -1.83% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.08% | — | -0.58% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | -8.56% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.08% | — | -10.41% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | -0.40% |