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 | 13.84% | — | +2.50% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 10.44% | — | +5.13% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 10.39% | — | -2.53% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.68% | — | +2.08% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 7.24% | — | +0.30% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.26% | — | -18.80% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.78% | — | -0.77% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.66% | — | -0.53% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.42% | — | +0.16% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.14% | — | +1.00% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.82% | — | +5.02% | |
| 12 | VAW | Vanguard Materials ETF | ETF-その他 | 3.42% | — | -0.14% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.15% | — | -1.32% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.97% | — | -5.15% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.79% | — | -5.04% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.60% | — | -2.97% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.47% | — | -1.94% | |
| 18 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.30% | — | -2.39% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.10% | — | +0.19% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.08% | — | -2.35% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.91% | — | -0.92% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -0.64% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | — | +1.19% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | — | |
| 25 | ✓ | Bank Mut CORP New Com | 株式-その他 | 0.46% | — | — | |
| 26 | FIS | Fidelity National Info Serv | 株式-IT | 0.18% | — | — | |
| 27 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.18% | — | — | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.16% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | — | -2.99% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.11% | — | +0.19% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | — | -0.39% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.10% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.08% | — | -6.46% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.07% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.07% | — | — |