CIK: 0001174850
申告総資産額
$27.1億
| # | 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 | NIC | Nicolet Bankshares INC | 株式-その他 | 20.25% | -17.17% | EXIT | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 7.72% | — | +25.49% | |
| 3 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 4.58% | — | +1.12% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.18% | — | +9.90% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.90% | — | +2.11% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.87% | — | +3.66% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.76% | -1.20% | +5.71% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.69% | +1.05% | -5.47% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.60% | +0.06% | +2.59% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | +0.07% | +1.63% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.58% | — | -2.06% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.50% | +0.52% | +247.28% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | +0.27% | -11.09% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.34% | — | -3.01% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.31% | — | -2.46% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.26% | — | -1.79% | |
| 18 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.11% | — | -35.85% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | -0.11% | -14.25% | |
| 20 | SLB | Slb LTD | 株式-エネルギー | 0.86% | — | +2.92% | |
| 21 | FIS | Fidelity National Info Serv | 株式-IT | 0.86% | — | -2.32% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.81% | — | -3.99% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | -2.01% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | — | -7.43% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | +0.48% | +1.58% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | +0.08% | -15.01% | |
| 27 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.73% | +0.41% | +3.91% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.50% | -4.82% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.05% | -0.89% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +1.26% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +0.01% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | — | +361.65% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | — | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +5.82% | |
| 35 | AXP | American Express Company | 株式-金融 | 0.56% | — | +7.62% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.56% | — | +9.70% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | +0.86% | +0.73% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | -1.55% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -10.18% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | +1.22% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.45% | — | -1.27% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | +1.78% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.43% | — | -0.68% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.43% | — | -4.62% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | — | +11.52% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +12.30% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | — | +7.00% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.41% | — | +5.38% | |
| 49 | UTXZ | United Tech CORP | 株式-その他 | 0.40% | — | -15.53% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | -4.67% |