CIK: 0001352547
申告総資産額
$18.1億
上位200銘柄を表示中（全226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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.40% | +0.25% | +13.06% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.38% | — | +40.19% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.07% | — | +14.73% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.73% | -0.02% | +17.38% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.72% | +0.03% | +5.44% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.51% | — | +4.61% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.51% | +0.02% | +2.48% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.35% | -0.03% | +7.06% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.08% | — | -2.24% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.95% | +0.03% | +0.24% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | +0.13% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.88% | +1.54% | -39.30% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.56% | — | +14.33% | |
| 14 | FMB | First Trust Managed Municipa | ETF-その他 | 1.55% | — | +11.07% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.53% | — | +8.09% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | +0.03% | +4.85% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | +0.16% | +5.89% | |
| 18 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.39% | — | +0.85% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.39% | -0.36% | +34.39% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.27% | — | +23.21% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.12% | — | +5.24% | |
| 22 | ARKK | Ark Innovation ETF | ETF-その他 | 1.08% | — | -1.69% | |
| 23 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.07% | — | -9.48% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.02% | +290.70% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 0.96% | — | +3.64% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.94% | — | -0.86% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.92% | — | +10.35% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.90% | — | -3.06% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.02% | +5.11% | |
| 30 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.84% | — | +19.80% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.83% | — | +5.99% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | +6.38% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | +0.84% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.72% | — | +21.07% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.71% | — | +10.92% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | +2.18% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | -0.15% | +5.53% | |
| 38 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 0.65% | — | -17.75% | |
| 39 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.63% | — | -16.81% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | — | +2.28% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.62% | — | -0.92% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | — | +1.55% | |
| 43 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.61% | — | +29.10% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | -2.04% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.60% | — | -1.58% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.01% | +5.70% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | -1.12% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.57% | +0.06% | -0.91% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.56% | — | -1.49% | |
| 50 | ASB | Associated Banc-corp | 株式-金融 | 0.54% | -0.12% | -0.01% |