CIK: 0001658509
申告総資産額
$3.8億
| # | 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 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 13.45% | — | +3.86% | |
| 2 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 12.29% | — | +2.70% | |
| 3 | DWM | Wisdomtree International Equ | ETF-その他 | 8.50% | — | +4.69% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 8.27% | +1.17% | +3.59% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 7.64% | -1.79% | +3.18% | |
| 6 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 6.60% | — | +4.04% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.01% | -4.77% | EXIT | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.37% | — | +4.51% | |
| 9 | RZG | Invesco S&p Smallcap 600 Pur | ETF-その他 | 4.49% | — | +0.76% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 4.23% | — | +209.63% | |
| 11 | ASB | Associated Banc-corp | 株式-金融 | 2.81% | — | — | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.99% | -0.73% | EXIT | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.71% | — | -1.77% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.65% | +0.33% | — | |
| 15 | IDLV | Invesco S&p International De | ETF-その他 | 1.58% | — | -5.63% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.43% | -0.34% | EXIT | |
| 17 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.38% | -1.05% | EXIT | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | +49.23% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.22% | — | — | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 1.17% | — | -5.15% | |
| 21 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 1.01% | — | -1.45% | |
| 22 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.79% | — | -2.06% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.66% | — | -0.18% | |
| 24 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.59% | — | -1.53% | |
| 25 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.50% | -0.27% | EXIT | |
| 26 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.47% | — | — | |
| 27 | T | At&t INC | 株式-通信サービス | 0.41% | — | +0.01% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | -0.19% | EXIT | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | -0.15% | EXIT | |
| 30 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.34% | — | +0.02% | |
| 31 | ✓ | Heska Corp New | 株式-その他 | 0.31% | — | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.28% | +1.17% | -2.03% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.25% | — | — | |
| 34 | Z | Zillow Group INC - C | 株式-通信サービス | 0.23% | — | — | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.22% | — | — | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.21% | — | +15.23% |