CIK: 0000941519
申告総資産額
$3.5億
上位200銘柄を表示中（全269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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 18.60% | +0.93% | -0.91% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 7.33% | -0.55% | -0.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.21% | +0.06% | +1.40% | |
| 4 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 4.69% | -0.26% | +2.49% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.63% | -0.14% | +0.61% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.46% | -0.35% | -2.81% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.32% | -0.32% | -1.63% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.00% | -0.20% | -1.21% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | +0.15% | +4.17% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.71% | — | +5.01% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.52% | -0.05% | -0.87% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.39% | -0.09% | -1.06% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.17% | +0.25% | +2.33% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.11% | -0.58% | +3.67% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.08% | -0.53% | +3.74% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.41% | -0.06% | -3.71% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | -0.11% | -6.29% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.96% | +0.14% | +1.56% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.91% | — | +4.04% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.03% | +5.12% | |
| 21 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.72% | +0.05% | +26.97% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | — | -3.01% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +13.60% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.47% | -0.15% | +1.50% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.41% | — | -0.43% | |
| 26 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.40% | — | -12.91% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | +4.37% | |
| 28 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.38% | +0.03% | -5.42% | |
| 29 | EXC | Exelon CORP | 株式-公益事業 | 0.37% | — | +38.16% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.03% | +8.93% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.36% | — | +4.21% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | +0.04% | +24.53% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.04% | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | — | +10.91% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.31% | — | +13.59% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | — | +10.03% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | — | +9.24% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | -0.04% | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.30% | — | — | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.29% | — | +41.80% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.27% | — | +9.73% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.26% | — | +11.32% | |
| 44 | OZK | Bank Ozk | 株式-金融 | 0.26% | — | +11.25% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | — | |
| 46 | APTV | Aptiv PLC | 株式-一般消費財 | 0.26% | — | — | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.25% | — | +11.29% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.07% | — | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.24% | +0.06% | +18.39% | |
| 50 | IP | International Paper Co | 株式-一般消費財 | 0.23% | — | +10.43% |