CIK: 0001352547
申告総資産額
$18.1億
上位200銘柄を表示中（全237銘柄）
| # | 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 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 6.03% | — | -0.52% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-その他 | 5.49% | — | -2.03% | |
| 3 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 4.48% | — | +6.16% | |
| 4 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 4.17% | — | -3.12% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.09% | — | +0.34% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.06% | +1.54% | +56.66% | |
| 7 | FISV | Fiserv INC | 株式-その他 | 1.60% | — | +3.75% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.56% | — | +42.25% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.55% | -0.36% | -9.05% | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.53% | — | +4.56% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.44% | — | +10.35% | |
| 12 | ✓ | 株式-その他 | 1.41% | — | +1.30% | ||
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.34% | — | +25.22% | |
| 14 | VLO | Valero Energy CORP | 株式-エネルギー | 1.32% | — | +20.32% | |
| 15 | ASB | Associated Banc-corp | 株式-金融 | 1.19% | -0.12% | -4.61% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.16% | — | -8.95% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.10% | — | -5.19% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | — | -1.18% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.07% | — | +4.12% | |
| 20 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.05% | — | -2.29% | |
| 21 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.99% | — | +329.86% | |
| 22 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.96% | — | +57.49% | |
| 23 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.95% | — | +28.33% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | +0.03% | -25.10% | |
| 25 | CELG | Celgene CORP | 株式-その他 | 0.93% | — | -8.83% | |
| 26 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.92% | -0.14% | -1.47% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.88% | — | -17.44% | |
| 28 | DFSEUR | Discover Financial Services | 株式-その他 | 0.87% | — | -6.68% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.85% | -0.03% | -5.74% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | -9.80% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | -2.26% | |
| 32 | ALK | Alaska Air Group INC | 株式-資本財 | 0.81% | — | +61.03% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.80% | — | -16.77% | |
| 34 | ✓ | Rydex ETF Trust | ETF-その他 | 0.78% | — | +0.31% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | — | +30.04% | |
| 36 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.74% | — | -34.45% | |
| 37 | ✓ | Tesoro CORP | 株式-その他 | 0.73% | — | -4.92% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.72% | — | +43.02% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | -1.34% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.71% | — | -3.02% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.71% | — | -3.90% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.25% | +16.08% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.02% | +13.22% | |
| 44 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.63% | — | -20.31% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.61% | — | -4.93% | |
| 46 | AXP | American Express Company | 株式-金融 | 0.61% | — | -5.87% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | -13.75% | |
| 48 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 0.60% | — | +24.54% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +61.54% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | — | -4.24% |