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 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 12.39% | — | -2.14% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 10.46% | — | +2.30% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.34% | — | -13.77% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.71% | — | -5.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.40% | — | +2.14% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.36% | — | +3.07% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.66% | — | +0.59% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.52% | — | +36.06% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.38% | — | +0.05% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.31% | — | -0.61% | |
| 11 | VAW | Vanguard Materials ETF | ETF-その他 | 2.80% | — | -1.76% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.39% | — | +63.04% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.28% | — | +41.33% | |
| 14 | WEC | Wec Energy Group INC | 株式-公益事業 | 2.23% | — | +2.97% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.86% | — | +4.34% | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.85% | — | -36.35% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.66% | — | +2.81% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.46% | — | +17.58% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.45% | — | -0.34% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | — | -7.70% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | — | -2.94% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.06% | — | +4.64% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | -1.21% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.92% | — | +0.53% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.87% | — | +0.82% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +2.31% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.58% | — | -3.23% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | — | +7.13% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.49% | — | -15.56% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | — | -3.40% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | +4.51% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | -0.69% | |
| 33 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.43% | — | -11.00% | |
| 34 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.35% | — | +35.89% | |
| 35 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.33% | — | +211.18% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.29% | — | -2.86% | |
| 37 | ASB | Associated Banc-corp | 株式-金融 | 0.29% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.27% | — | +338.94% | |
| 39 | FIS | Fidelity National Info Serv | 株式-IT | 0.23% | — | — | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.22% | — | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.21% | — | +84.76% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | -6.29% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.20% | — | +35.80% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.19% | — | — | |
| 45 | INTC | Intel CORP | 株式-IT | 0.17% | — | +65.39% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.17% | — | — | |
| 47 | T | At&t INC | 株式-通信サービス | 0.15% | — | +61.38% | |
| 48 | D | Dominion Energy INC | 株式-公益事業 | 0.14% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.13% | — | -1.72% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.13% | — | -5.92% |