CIK: 0002112951
申告総資産額
$1.9億
| # | 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 | 39.79% | -0.42% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 26.10% | +0.45% | — | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.68% | +0.11% | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.96% | -0.38% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.20% | +0.30% | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.07% | +0.02% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.04% | +0.50% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.45% | -0.10% | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.83% | +0.01% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.19% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | +0.01% | — | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.66% | -0.02% | — | |
| 14 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.61% | -0.03% | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.39% | -0.04% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.29% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | -0.01% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.02% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.02% | — | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.22% | -0.01% | — | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.21% | -0.03% | — | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.20% | — | — | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | +0.01% | — | |
| 25 | MGEE | Mge Energy INC | 株式-その他 | 0.15% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | -0.02% | — | |
| 27 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.13% | -0.13% | EXIT | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.13% | — | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.13% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | -0.11% | EXIT |