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 | 29.71% | -1.55% | -0.02% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 14.28% | — | +1.96% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.68% | -0.18% | +18.97% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 9.04% | -0.01% | +147.43% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.47% | — | +7.93% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.31% | -0.05% | +47.60% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 5.25% | — | +53.24% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 4.98% | — | +102.12% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.53% | -0.96% | +0.64% | |
| 10 | FBIZ | First Business Financial Ser | 株式-その他 | 2.36% | — | -5.23% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | -0.21% | -3.46% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.57% | +0.06% | -0.33% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.46% | — | -1.27% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.45% | — | +1.38% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | -0.42% | |
| 16 | FIS | Fidelity National Info Serv | 株式-IT | 0.22% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.17% | -0.08% | -8.93% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.14% | — | -6.44% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | -7.46% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | -6.30% | |
| 21 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.13% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.13% | — | -4.91% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.13% | — | -3.64% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.12% | — | -6.75% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | — | — | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.12% | — | — | |
| 27 | ✓ | 株式-その他 | 0.12% | — | -5.31% | ||
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | — | -10.68% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.11% | — | -6.13% | |
| 30 | BXP | Bxp INC | 株式-不動産 | 0.11% | — | -6.60% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.11% | — | -6.16% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.11% | — | -12.00% | |
| 33 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.11% | — | -5.36% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.11% | — | -5.90% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.11% | — | -10.82% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.11% | +0.09% | — | |
| 37 | ALL | Allstate CORP | 株式-金融 | 0.11% | — | -5.31% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.11% | — | -5.73% | |
| 39 | AMP | Ameriprise Financial INC | 株式-金融 | 0.11% | — | -9.89% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.11% | — | -10.87% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.10% | — | -4.83% | |
| 42 | ✓ | Interoil CORP | 株式-その他 | 0.10% | — | — | |
| 43 | MCO | Moody's CORP | 株式-金融 | 0.10% | — | -5.86% | |
| 44 | VFC | Vf CORP | 株式-一般消費財 | 0.10% | — | -4.66% | |
| 45 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.10% | — | — | |
| 46 | PGR | Progressive CORP | 株式-金融 | 0.10% | — | -5.50% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.10% | — | — | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.10% | — | -5.91% | |
| 49 | DHI | Dr Horton INC | 株式-一般消費財 | 0.10% | — | — | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.10% | — | -10.30% |