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 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 8.69% | — | +3.53% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 8.32% | +6.62% | +11.55% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.07% | — | +12.97% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 7.09% | +1.94% | +10.98% | |
| 5 | DWM | Wisdomtree International Equ | ETF-その他 | 6.24% | — | +6.08% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.77% | +1.17% | +2.74% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.52% | -4.77% | EXIT | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.35% | -1.79% | +6.83% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.36% | +1.17% | +2.52% | |
| 10 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 4.07% | — | +5.65% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.99% | -5.90% | EXIT | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 3.37% | — | +3.89% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.63% | -0.40% | +6.32% | |
| 14 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.10% | -1.05% | EXIT | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 2.07% | — | -1.41% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.88% | +0.28% | -0.64% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | -0.73% | EXIT | |
| 18 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.31% | — | -0.80% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | +0.33% | — | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.90% | — | -0.47% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.83% | — | -0.56% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.83% | +0.14% | -3.09% | |
| 23 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.78% | — | +0.06% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.76% | -0.44% | EXIT | |
| 25 | ASB | Associated Banc-corp | 株式-金融 | 0.66% | — | -4.94% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.66% | -0.40% | EXIT | |
| 27 | COFS | Choiceone Financial Svcs INC | 株式-その他 | 0.64% | — | +0.04% | |
| 28 | IDLV | Invesco S&p International De | ETF-その他 | 0.60% | — | -0.70% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.56% | — | — | |
| 30 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.55% | — | -6.41% | |
| 31 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.54% | — | — | |
| 32 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.54% | — | -10.88% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.54% | +0.21% | +303.72% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.52% | — | -4.17% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | -0.15% | EXIT | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | -0.19% | EXIT | |
| 38 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.35% | -0.27% | EXIT | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | -0.23% | EXIT | |
| 40 | CMA | Comerica INC | 株式-その他 | 0.32% | — | — | |
| 41 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.32% | — | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.29% | -0.24% | EXIT | |
| 43 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.28% | — | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.26% | — | -4.41% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.25% | +0.39% | NEW | |
| 46 | MBWM | Mercantile Bank CORP | 株式-その他 | 0.25% | — | — | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.22% | -0.12% | EXIT | |
| 48 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.20% | — | — | |
| 49 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.16% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.21% | EXIT |