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 | 13.39% | — | +14.78% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 10.81% | — | +14.62% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.35% | — | -4.31% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.85% | — | -2.77% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.44% | — | +3.49% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.59% | — | -11.22% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.71% | — | +8.85% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.52% | — | +14.58% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.49% | — | +5.37% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.41% | — | +5.55% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 3.19% | — | +8.10% | |
| 12 | VAW | Vanguard Materials ETF | ETF-その他 | 2.75% | — | -0.17% | |
| 13 | WEC | Wec Energy Group INC | 株式-公益事業 | 2.11% | — | -3.89% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.81% | — | +14.77% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.74% | — | +86.75% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.62% | — | +0.35% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.51% | — | +0.61% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.38% | — | -6.85% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | — | -0.09% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | — | +17.95% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | +16.68% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.10% | — | +10.64% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | +23.17% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.94% | — | +58.83% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.91% | — | +9.72% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | — | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | +2.27% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.62% | — | +3.90% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | +4.20% | |
| 30 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.48% | — | -6.98% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | +6.79% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | — | -0.54% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | -31.69% | |
| 34 | ASB | Associated Banc-corp | 株式-金融 | 0.34% | — | — | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.28% | — | — | |
| 36 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.26% | — | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.23% | — | — | |
| 38 | FIS | Fidelity National Info Serv | 株式-IT | 0.23% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | -2.05% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.21% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.20% | — | +0.21% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.15% | — | +0.20% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.14% | — | +3.02% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.13% | — | -5.16% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.13% | — | +0.06% | |
| 46 | BFC | Bank First CORP | 株式-その他 | 0.12% | — | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.12% | — | +14.83% | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.11% | — | — | |
| 49 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.11% | — | — | |
| 50 | T | At&t INC | 株式-通信サービス | 0.10% | — | — |