CIK: 0001352547
申告総資産額
$18.1億
上位200銘柄を表示中（全231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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.87% | — | +48.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.55% | +0.25% | +19.90% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.65% | — | +35.64% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.86% | +0.02% | -4.77% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 2.75% | +1.54% | -48.33% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.56% | -0.02% | +12.48% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | +0.03% | +9.24% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.25% | — | -7.08% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.22% | +0.03% | +13.28% | |
| 10 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 2.21% | — | -8.35% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.04% | -0.36% | +38.62% | |
| 12 | FISV | Fiserv INC | 株式-その他 | 1.91% | — | -3.11% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.74% | — | -1.89% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.66% | — | -0.71% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.43% | — | +0.08% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.31% | -0.03% | +10.90% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.29% | — | -13.41% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.28% | — | -15.83% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.02% | -0.91% | |
| 20 | FMB | First Trust Managed Municipa | ETF-その他 | 1.11% | — | +3.89% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.07% | — | +0.54% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.16% | +4.48% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 0.92% | — | -0.51% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.92% | — | -18.32% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.91% | — | -0.20% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.89% | — | -3.38% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.89% | — | +0.08% | |
| 28 | ASB | Associated Banc-corp | 株式-金融 | 0.85% | -0.12% | +2.64% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.84% | — | -8.44% | |
| 30 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.82% | — | -28.08% | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.81% | — | +2.56% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.79% | — | -2.37% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.79% | +0.06% | -4.35% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | +0.02% | +58.95% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.75% | — | -17.17% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.74% | — | -8.33% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | -0.15% | +6.63% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.69% | — | -1.05% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.68% | — | +26.30% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | +1.92% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | -0.16% | -0.33% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | +0.01% | -2.71% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | — | -0.71% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | -2.68% | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.63% | — | -0.53% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.62% | — | -3.70% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | -18.01% | |
| 48 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.61% | — | -2.67% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | -6.58% | |
| 50 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.59% | — | -4.11% |