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 | 16.91% | -17.17% | EXIT | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 6.41% | — | -2.26% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.19% | +0.52% | +14.00% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.49% | — | +9.58% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.85% | — | -0.62% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.84% | — | +31.88% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.76% | — | +0.41% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | +0.68% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | -1.20% | +3.55% | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.38% | — | +7.01% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.89% | +1.05% | -0.39% | |
| 12 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.54% | — | -21.43% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.31% | — | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.21% | — | +5.16% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.20% | — | -7.04% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.13% | — | -0.65% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | -0.11% | -7.93% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | +0.27% | -6.76% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.07% | -5.47% | |
| 20 | GQRE | Flexshares Global Quality Re | ETF-その他 | 0.98% | — | +6.76% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.50% | +6.29% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | +0.68% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.69% | — | -5.79% | |
| 24 | FIS | Fidelity National Info Serv | 株式-IT | 0.69% | — | -0.35% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | -6.33% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | +0.86% | +6.54% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | +0.04% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | -1.06% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -9.08% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.05% | +2.41% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | +0.06% | -4.25% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +30.30% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | +0.48% | -0.09% | |
| 34 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.57% | +0.41% | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.55% | — | +0.84% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | -6.83% | |
| 37 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.52% | — | -8.41% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.52% | — | -10.95% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | +0.08% | -13.95% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | -4.81% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +0.86% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.44% | — | -7.12% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | +4.73% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.42% | — | +3.83% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.41% | — | -3.86% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.41% | — | +1.99% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.40% | +0.14% | -6.00% | |
| 48 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.40% | — | -12.55% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.40% | — | -13.01% | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.40% | — | -0.40% |