CIK: 0000941519
申告総資産額
$3.5億
上位200銘柄を表示中（全241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 | 19.37% | +0.93% | +0.15% | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.93% | +0.23% | -10.13% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.92% | -0.55% | +2.43% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.52% | +0.06% | +2.11% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.52% | -0.53% | +49.51% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.42% | -0.35% | +19.89% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.36% | -0.58% | +41.86% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.83% | -0.32% | -4.09% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.46% | -0.09% | +50.17% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-その他 | 2.42% | — | +84.91% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.38% | -0.26% | +62.77% | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.35% | +0.20% | +0.04% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.21% | +0.15% | -4.09% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | -0.05% | -6.42% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.94% | -0.14% | +37.62% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.88% | -0.20% | -22.43% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.81% | — | +148.15% | |
| 18 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 1.53% | +0.14% | +49.84% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | +0.25% | -1.71% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.15% | -0.06% | -7.70% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.98% | -0.08% | -4.63% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | -0.11% | +1.58% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.80% | +0.14% | +0.32% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.03% | -0.56% | |
| 25 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.59% | +0.05% | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +0.05% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.49% | -0.15% | -5.90% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | -3.06% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.41% | — | +2.16% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | -3.11% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.37% | — | +2.18% | |
| 32 | KIM | Kimco Realty CORP | 株式-不動産 | 0.36% | — | -7.60% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | -6.85% | |
| 34 | EXC | Exelon CORP | 株式-公益事業 | 0.35% | — | +2.04% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.03% | -23.05% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | -4.75% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | +0.04% | -11.38% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.32% | — | +4.98% | |
| 40 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.31% | +0.03% | -20.41% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.30% | — | +1.92% | |
| 42 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.29% | — | -1.39% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.07% | — | |
| 44 | PNC | Pnc Financial Services Group | 株式-金融 | 0.28% | — | +1.83% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | -0.04% | — | |
| 46 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.27% | — | +2.30% | |
| 47 | PFGC | Performance Food Group Co | 株式-生活必需品 | 0.26% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.25% | -0.04% | — | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.25% | — | +2.08% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.25% | — | -9.50% |