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 | 32.24% | -1.55% | +1.80% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.35% | — | -30.14% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.04% | -0.96% | +1.05% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.63% | -0.18% | +5.52% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.93% | +0.09% | +5859.33% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.18% | — | -34.09% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 3.93% | — | +3.02% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.92% | — | +3.08% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.70% | -0.01% | +2.44% | |
| 10 | BIMIX | Baird Intermediate Bond-inst | 株式-その他 | 3.31% | — | +6.47% | |
| 11 | WAPSX | Western Asst Core Pl Bnd-s | 株式-その他 | 3.22% | — | +4.79% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.23% | +0.10% | — | |
| 13 | FBIZ | First Business Financial Ser | 株式-その他 | 1.79% | — | +0.06% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.21% | -2.25% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.50% | +0.06% | +8.41% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | +0.02% | +0.93% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.30% | -0.08% | +4.52% | |
| 18 | FIS | Fidelity National Info Serv | 株式-IT | 0.20% | — | -7.03% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.18% | — | +1.84% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | +3.30% | |
| 21 | DFSIX | Dfa US Sustain Core 1 | 株式-その他 | 0.18% | — | — | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | -1.64% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.16% | +0.03% | -1.29% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.16% | — | -1.61% | |
| 25 | SYY | Sysco CORP | 株式-生活必需品 | 0.15% | — | -1.52% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.15% | — | -1.26% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.15% | +0.03% | -1.44% | |
| 28 | ADI | Analog Devices INC | 株式-IT | 0.15% | +0.08% | -1.54% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.15% | — | -1.98% | |
| 30 | NTRS | Northern Trust CORP | 株式-金融 | 0.15% | — | +1.08% | |
| 31 | CTAS | Cintas CORP | 株式-資本財 | 0.15% | — | -1.55% | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.15% | — | -2.72% | |
| 33 | AMT | American Tower CORP | 株式-不動産 | 0.14% | — | -1.60% | |
| 34 | RMD | Resmed INC | 株式-ヘルスケア | 0.14% | — | -1.31% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.14% | — | -1.52% | |
| 36 | PGR | Progressive CORP | 株式-金融 | 0.14% | — | -2.39% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.14% | — | — | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.14% | +0.02% | -1.58% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.14% | +7.09% | |
| 40 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.13% | — | -1.56% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.13% | — | -1.93% | |
| 42 | PAYX | Paychex INC | 株式-IT | 0.13% | — | -1.50% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | — | -3.36% | |
| 44 | KR | Kroger Co | 株式-生活必需品 | 0.13% | +0.04% | -1.29% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.13% | — | +2.62% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.13% | — | -1.51% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.13% | — | — | |
| 48 | CFG | Citizens Financial Group | 株式-金融 | 0.13% | — | -1.61% | |
| 49 | LRCXEUR | Lam Research CORP | 株式-IT | 0.13% | — | -2.68% | |
| 50 | SWKS | Skyworks Solutions INC | 株式-IT | 0.13% | — | -1.51% |