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 | 24.72% | -1.55% | -0.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.82% | +0.09% | -0.46% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.86% | -0.96% | -0.16% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.55% | +0.10% | -1.19% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.40% | -0.03% | +0.07% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.17% | -0.01% | -0.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.42% | +0.03% | -0.43% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.19% | -0.18% | -6.02% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.45% | -0.21% | — | |
| 10 | FBIZ | First Business Financial Ser | 株式-その他 | 1.80% | — | +0.17% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.45% | — | +11.79% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.10% | -0.08% | -2.55% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 0.99% | — | -2.55% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.90% | +0.56% | -5.23% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +2.65% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.19% | -6.13% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | +2.82% | |
| 18 | ANET | Arista Networks INC | 株式-IT | 0.61% | +0.01% | +2.10% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | — | — | |
| 20 | PWR | Quanta Services INC | 株式-資本財 | 0.50% | +0.21% | +9.56% | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.46% | — | — | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.44% | — | — | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | -5.36% | |
| 24 | COR | Cencora INC | 株式-ヘルスケア | 0.42% | — | +7.23% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | -0.05% | +38.93% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.08% | +1.69% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | +0.06% | -1.13% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 29 | MGEE | Mge Energy INC | 株式-その他 | 0.37% | — | +1.35% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 0.34% | — | -0.54% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 32 | TMUS | T-mobile US INC | 株式-通信サービス | 0.33% | +0.06% | -5.61% | |
| 33 | RSG | Republic Services INC | 株式-資本財 | 0.32% | +0.04% | +5.89% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +8.46% | |
| 35 | C | Citigroup INC | 株式-金融 | 0.30% | +0.02% | -14.24% | |
| 36 | ADI | Analog Devices INC | 株式-IT | 0.29% | +0.08% | -5.05% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.14% | +0.85% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.27% | +0.02% | -1.44% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.26% | +0.03% | -5.05% | |
| 40 | LRCX | Lam Research CORP | 株式-IT | 0.26% | +0.17% | -6.85% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.24% | +0.03% | -3.36% | |
| 42 | EA | Electronic Arts INC | 株式-通信サービス | 0.24% | — | -1.55% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.24% | +0.02% | +66.47% | |
| 44 | EQIX | Equinix INC | 株式-不動産 | 0.24% | +0.08% | +10.59% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | -34.29% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.22% | +0.03% | -4.70% | |
| 47 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.21% | +0.03% | -11.67% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.21% | +0.08% | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.21% | — | — | |
| 50 | CIEN | Ciena CORP | 株式-IT | 0.20% | +0.47% | +13.90% |