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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 11.42% | — | -4.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.17% | — | -15.08% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.23% | — | -14.77% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.72% | — | -5.30% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.35% | — | -7.02% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.35% | — | -13.81% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.67% | — | -2.47% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.68% | — | -12.62% | |
| 9 | VAW | Vanguard Materials ETF | ETF-その他 | 3.48% | — | -9.69% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.41% | — | +142.17% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.27% | — | -26.98% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.08% | — | +111.64% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.66% | — | -39.13% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.53% | — | -54.65% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.43% | — | +411.61% | |
| 16 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.17% | — | +159.10% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.13% | — | -13.96% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.76% | — | -4.21% | |
| 19 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.53% | — | +2.64% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | — | +6.60% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.42% | — | -13.25% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.33% | — | -27.66% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | -0.04% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.09% | — | -9.70% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | -36.32% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.95% | — | -6.25% | |
| 27 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.85% | — | +6.46% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | — | +4.04% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | +9.52% | |
| 30 | ASB | Associated Banc-corp | 株式-金融 | 0.69% | — | +16.63% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | -8.20% | |
| 32 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.39% | — | +143.79% | |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 34 | FIS | Fidelity National Info Serv | 株式-IT | 0.37% | — | +83.36% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.20% | — | — | |
| 36 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.19% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | +0.07% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.14% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.12% | — | -2.47% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.12% | — | — | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.11% | — | -1.67% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.11% | — | +10.68% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | -13.60% | |
| 45 | BMO | Bank Of Montreal | 株式-金融 | 0.09% | — | — | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.08% | — | — |