CIK: 0000941519
申告総資産額
$3.5億
上位200銘柄を表示中（全231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 | 18.16% | +0.93% | +14.97% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.28% | +0.06% | +33.79% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.41% | -0.55% | +9.11% | |
| 4 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 4.12% | -0.26% | +114.82% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.05% | -0.32% | +51.61% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.78% | -0.35% | +38.20% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.42% | -0.53% | -4.32% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.30% | — | -4.10% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.23% | -0.58% | -16.35% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.09% | -0.14% | +18.33% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.38% | -0.09% | +23.53% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.38% | -0.20% | +1.64% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | +0.15% | +2.94% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.25% | +0.25% | +33.32% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | -0.05% | -0.71% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.40% | +0.20% | +2471.56% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.30% | -0.11% | +57.77% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.10% | -0.06% | -14.66% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | -51.44% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | +0.14% | -11.92% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +1.68% | |
| 22 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.67% | +0.05% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.03% | +3.56% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | +0.04% | +29.11% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +12.49% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.50% | -0.15% | +53.39% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +22.64% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.48% | — | +70.55% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.03% | +16.07% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | +20.71% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | +32.50% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.44% | — | +18.51% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.44% | — | — | |
| 34 | EOG | Eog Resources INC | 株式-エネルギー | 0.40% | +0.06% | +31.85% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -0.70% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | +27.74% | |
| 37 | EXC | Exelon CORP | 株式-公益事業 | 0.38% | — | +10.14% | |
| 38 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.37% | +0.03% | +9.26% | |
| 39 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.35% | — | — | |
| 40 | SU | Suncor Energy INC | 株式-エネルギー | 0.35% | +0.05% | +1.04% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.35% | — | +22.71% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.07% | -4.39% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.32% | — | +12.03% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | — | |
| 45 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.29% | — | +23.31% | |
| 46 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.28% | — | +19.18% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | — | |
| 48 | USB | US Bancorp | 株式-金融 | 0.28% | — | +19.43% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.04% | — |