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 | 13.19% | — | -6.90% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 10.71% | — | -1.72% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.80% | — | -2.02% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.22% | — | -2.82% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.66% | — | +5.70% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.54% | — | +25.23% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.02% | — | +7.73% | |
| 8 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.84% | — | +4.06% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.69% | — | -1.90% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.35% | — | -2.69% | |
| 11 | VAW | Vanguard Materials ETF | ETF-その他 | 2.74% | — | -2.84% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.35% | — | +19.31% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.93% | — | +33.86% | |
| 14 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.89% | — | +3.01% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.85% | — | -1.72% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | — | -1.40% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.45% | — | -29.85% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.43% | — | -0.30% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.24% | — | -4.33% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.16% | — | +26.19% | |
| 21 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.13% | — | -2.32% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.12% | — | -1.81% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | -0.34% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.98% | — | +96.10% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | — | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.66% | — | -0.78% | |
| 27 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.57% | — | +98.74% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.52% | — | +93.46% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | -3.07% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | +3.48% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | — | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.41% | — | +222.66% | |
| 33 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.40% | — | +281.84% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | -9.88% | |
| 35 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.35% | — | -23.05% | |
| 36 | ASB | Associated Banc-corp | 株式-金融 | 0.34% | — | — | |
| 37 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.30% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.28% | — | +5.42% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | — | +247.21% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.23% | — | +25.62% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | +0.06% | |
| 42 | FIS | Fidelity National Info Serv | 株式-IT | 0.19% | — | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.19% | — | +8.21% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.18% | — | — | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.16% | — | +0.15% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.14% | — | +0.06% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | — | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.13% | — | +300.00% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.12% | — | +0.72% |