CIK: 0001911035
申告総資産額
$2.2億
| # | 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 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 12.80% | -0.11% | -0.45% | |
| 2 | SYK | Stryker CORP | 株式-ヘルスケア | 11.85% | -0.33% | -0.88% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.53% | -0.28% | -0.61% | |
| 4 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 4.86% | -0.13% | -0.46% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-その他 | 3.97% | -0.14% | -9.55% | |
| 6 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 3.35% | -0.09% | EXIT | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.23% | — | -2.24% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.87% | +0.15% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.50% | -0.15% | -0.09% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.45% | -0.15% | -4.43% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.37% | +6.23% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.31% | — | +45.71% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | -0.60% | -0.59% | |
| 14 | FAB | First Trust Multi Cap Value | ETF-その他 | 2.23% | +0.14% | -3.37% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.21% | -0.27% | -0.50% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.19% | — | +0.08% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.18% | -0.02% | -0.84% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.21% | -1.99% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | -1.88% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +9.12% | |
| 21 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.91% | — | -13.29% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | -0.14% | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | -0.96% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | — | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | -1.07% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +0.13% | |
| 27 | AFL | Aflac INC | 株式-金融 | 0.78% | — | — | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | +0.04% | |
| 29 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.75% | — | -1.63% | |
| 30 | ✓ | 株式-その他 | 0.74% | — | -22.17% | ||
| 31 | IYT | Ishares US Transportation Et | ETF-その他 | 0.69% | — | -12.33% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.17% | +0.21% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.66% | — | -0.90% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | -0.06% | |
| 35 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 0.60% | -0.20% | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.38% | — | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.57% | — | +5.48% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +0.04% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.12% | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | -0.14% | +33.35% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.14% | EXIT | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +6.43% | |
| 44 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.46% | — | +0.33% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 46 | WRKUSD | Westrock Co | 株式-その他 | 0.45% | — | +7.55% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.45% | — | — | |
| 49 | INTC | Intel CORP | 株式-IT | 0.42% | — | +4.31% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.42% | +0.16% | -2.27% |