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 | 11.54% | — | -3.57% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.77% | — | -3.66% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.09% | — | -3.25% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.39% | — | -1.06% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.88% | — | -4.53% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.58% | — | -5.51% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 5.43% | — | -54.71% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.41% | — | +0.49% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.35% | — | -4.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.29% | — | -3.95% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.97% | — | -3.85% | |
| 12 | VAW | Vanguard Materials ETF | ETF-その他 | 3.73% | — | +0.73% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.30% | — | -1.02% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.79% | — | -5.19% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.69% | — | -0.28% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.62% | — | -4.68% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.55% | — | -5.01% | |
| 18 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.39% | — | -0.88% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.32% | — | +82.84% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.29% | — | +39.16% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.24% | — | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.16% | — | -3.52% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -1.30% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.95% | — | -6.01% | |
| 25 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.84% | — | +144.29% | |
| 26 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.77% | — | +16.88% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.72% | — | +19.52% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | — | |
| 29 | ASB | Associated Banc-corp | 株式-金融 | 0.60% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | -8.38% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.45% | — | — | |
| 32 | FIS | Fidelity National Info Serv | 株式-IT | 0.19% | — | — | |
| 33 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.19% | — | — | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.17% | — | — | |
| 35 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.16% | — | +10.66% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | — | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.12% | — | +2.20% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | — | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.10% | — | +2.17% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.10% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.08% | — | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.08% | — | -12.65% |