CIK: 0001521951
申告総資産額
$11.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 30.78% | -1.55% | +39.53% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 15.19% | — | +214.66% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.23% | -0.18% | -21.42% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 5.67% | — | — | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.24% | — | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.89% | -0.05% | +78.50% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.70% | -0.01% | -30.04% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.69% | -0.96% | -45.44% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.67% | — | +93.70% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.58% | — | — | |
| 11 | FBIZ | First Business Financial Ser | 株式-その他 | 2.58% | — | -0.44% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.56% | — | -51.72% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | -0.21% | -65.47% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.59% | +0.06% | -38.33% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -37.35% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.45% | — | -35.59% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.22% | -0.08% | +158.66% | |
| 19 | FIS | Fidelity National Info Serv | 株式-IT | 0.20% | — | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | +13.18% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.15% | — | +34.58% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.14% | — | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | — | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.14% | — | — | |
| 25 | AMP | Ameriprise Financial INC | 株式-金融 | 0.13% | — | +162.38% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.13% | — | +37.88% | |
| 27 | AVGO | Broadcom Inc. | 株式-IT | 0.13% | — | — | |
| 28 | DFSEUR | Discover Financial Services | 株式-その他 | 0.13% | — | +133.79% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.13% | — | +64.59% | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.13% | — | +28.62% | |
| 31 | VIAB | Viacom Inc-class B | 株式-その他 | 0.13% | — | — | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.13% | — | +31.10% | |
| 33 | IVZ | Invesco Ltd. | 株式-金融 | 0.13% | — | — | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.12% | — | +57.91% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.12% | — | +33.07% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | — | +16.84% | |
| 38 | BXP | Bxp INC | 株式-不動産 | 0.12% | — | — | |
| 39 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.12% | — | — | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.12% | — | +24.79% | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.12% | — | +15.97% | |
| 42 | APH | Amphenol Corp-cl A | 株式-IT | 0.12% | — | — | |
| 43 | VFC | Vf CORP | 株式-一般消費財 | 0.12% | — | +40.74% | |
| 44 | MCO | Moody's CORP | 株式-金融 | 0.12% | — | +46.84% | |
| 45 | GAP | Gap Inc/the | 株式-一般消費財 | 0.12% | — | — | |
| 46 | GWW | Ww Grainger INC | 株式-資本財 | 0.12% | — | — | |
| 47 | KR | Kroger Co | 株式-生活必需品 | 0.12% | +0.04% | +17.08% | |
| 48 | M | Macy's INC | 株式-一般消費財 | 0.12% | — | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.12% | +0.09% | -98.40% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | — |