CIK: 0000941519
申告総資産額
$3.5億
上位200銘柄を表示中（全310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 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 17.00% | +1.72% | +9.37% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.70% | +0.93% | -0.75% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 13.32% | -0.83% | +4.11% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.65% | -0.55% | +1.32% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.60% | -0.58% | +7.01% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.59% | -0.53% | +7.30% | |
| 7 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 3.17% | +0.23% | — | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.78% | +0.20% | +5.13% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.75% | +0.23% | -3.11% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.56% | -0.35% | -3.05% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.25% | +0.06% | -0.90% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.06% | -0.32% | -4.19% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.01% | +0.15% | +1.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.97% | +0.25% | +5.13% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.51% | -0.20% | +2.31% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | -0.05% | — | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.29% | -0.26% | +0.49% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.03% | -0.15% | +1.67% | |
| 19 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 1.02% | +0.14% | +0.34% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.99% | -0.14% | -0.58% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.93% | -0.09% | -0.56% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.87% | -0.06% | -4.28% | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.79% | -0.08% | -4.36% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | +0.14% | -1.87% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | -0.11% | -0.07% | |
| 26 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.63% | — | -0.80% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | +1.57% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | -0.04% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.03% | -11.81% | |
| 30 | NIC | Nicolet Bankshares INC | 株式-その他 | 0.32% | +0.05% | -5.24% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | -0.04% | — | |
| 32 | C | Citigroup INC | 株式-金融 | 0.26% | — | -9.29% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.25% | +0.08% | -5.10% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | -5.72% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.22% | — | -3.26% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.22% | — | +54.23% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.22% | — | -13.49% | |
| 38 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.21% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | -7.94% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.20% | — | -11.92% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.03% | -33.09% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.20% | — | -12.64% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.07% | +1.32% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.07% | +7.67% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.16% | — | -11.41% | |
| 46 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.16% | — | -12.28% | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.16% | — | -10.58% | |
| 48 | DG | Dollar General CORP | 株式-生活必需品 | 0.16% | — | +15.17% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.15% | — | -11.71% | |
| 50 | EXC | Exelon CORP | 株式-公益事業 | 0.15% | — | -10.51% |