CIK: 0000941519
申告総資産額
$3.5億
上位200銘柄を表示中（全279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 | 15.02% | +0.93% | +0.62% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 12.42% | +1.72% | — | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 11.88% | -0.83% | — | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.51% | -0.55% | +0.73% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.35% | +0.23% | +4.51% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.46% | +0.06% | -0.20% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.39% | -0.35% | +2.37% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.20% | -0.58% | +5.69% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.15% | -0.53% | +1.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | -0.32% | +3.17% | |
| 11 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.98% | +0.20% | +9.01% | |
| 12 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.79% | — | +3.16% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.70% | -0.26% | +2.66% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | +0.15% | -0.18% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.54% | -0.05% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | -0.20% | -1.31% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.36% | -0.14% | +0.68% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.24% | -0.09% | -34.34% | |
| 19 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 1.15% | +0.14% | +5.74% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | +0.25% | +6.55% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.75% | -0.06% | +3.76% | |
| 22 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.73% | -0.08% | -4.25% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | -0.11% | +1.07% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | +0.14% | -2.38% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.03% | -6.58% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | -61.12% | |
| 27 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.44% | +0.05% | -1.34% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | +1.45% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.36% | -0.15% | -1.61% | |
| 30 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.32% | +0.03% | +19.46% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.31% | — | +9.15% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +18.99% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | — | +6.40% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.03% | +23.68% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | -8.19% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | +0.55% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | +0.04% | +0.48% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.25% | — | +16.58% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | +6.61% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.07% | +2.32% | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.24% | — | +15.70% | |
| 43 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.24% | — | — | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.23% | — | -1.92% | |
| 45 | KIM | Kimco Realty CORP | 株式-不動産 | 0.23% | — | -0.82% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.23% | — | +123.48% | |
| 47 | EXC | Exelon CORP | 株式-公益事業 | 0.23% | — | -10.27% | |
| 48 | AXS | AXIS Capital Holdings Limited | 株式-金融 | 0.22% | — | -0.13% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | -0.04% | — | |
| 50 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.21% | — | +11.16% |