CIK: 0001352547
申告総資産額
$18.1億
上位200銘柄を表示中（全227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 | BND | Vanguard Total Bond Market | ETF-その他 | 5.72% | +1.54% | -28.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.57% | +0.25% | +52.17% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.57% | — | +83.82% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.69% | — | +12.69% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.94% | +0.02% | +0.15% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.56% | — | -1.14% | |
| 7 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 2.37% | — | -2.05% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.28% | -0.02% | +28.16% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.08% | +0.03% | +4.59% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.95% | +0.03% | -18.88% | |
| 11 | FISV | Fiserv INC | 株式-その他 | 1.88% | — | -3.18% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.77% | — | +9.60% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.70% | — | +7.77% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.53% | — | -4.02% | |
| 15 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.48% | — | -15.62% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.47% | — | -15.26% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.46% | -0.36% | +55.54% | |
| 18 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.20% | — | -6.52% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.20% | — | -9.47% | |
| 20 | FMB | First Trust Managed Municipa | ETF-その他 | 1.15% | — | +0.34% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.02% | -1.99% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.02% | — | +1.91% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 1.02% | — | -2.60% | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.01% | — | -0.13% | |
| 25 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.00% | — | +91.75% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.97% | — | +0.18% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.96% | -0.03% | +24.91% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.91% | — | -26.00% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.89% | +0.06% | -3.81% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.88% | — | -10.53% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | +0.16% | +15.42% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | -0.82% | |
| 33 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.86% | — | +3.86% | |
| 34 | ASB | Associated Banc-corp | 株式-金融 | 0.82% | -0.12% | -0.28% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | +1.48% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | -9.22% | |
| 37 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.73% | — | +8.79% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | -0.16% | -4.03% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | -0.15% | +14.72% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | +41.65% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -1.53% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.68% | — | -43.78% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | +0.84% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.68% | — | -5.42% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | +0.01% | -3.52% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.65% | — | -5.39% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | — | +6.51% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.64% | — | +2.69% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.62% | — | -0.43% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | -3.35% |