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 | 12.38% | -0.11% | +1.74% | |
| 2 | SYK | Stryker CORP | 株式-ヘルスケア | 11.87% | -0.33% | -2.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.39% | -0.28% | -1.40% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.99% | -0.87% | +0.28% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.25% | — | -6.69% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.18% | -0.37% | +0.58% | |
| 7 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 3.52% | -0.13% | -0.12% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.51% | -1.09% | +11.86% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.95% | -0.60% | -0.06% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.72% | -0.02% | +831.34% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.08% | -0.15% | — | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.03% | — | -0.74% | |
| 13 | FAB | First Trust Multi Cap Value | ETF-その他 | 1.97% | +0.14% | -1.21% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.80% | -0.27% | -2.08% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | -0.14% | +0.99% | |
| 16 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 1.43% | -0.20% | +375.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.21% | -2.22% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.21% | -0.14% | -0.86% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.06% | -0.15% | -5.87% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -1.94% | |
| 21 | AFL | Aflac INC | 株式-金融 | 0.76% | — | — | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 0.73% | — | — | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.69% | — | +37.25% | |
| 24 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.68% | — | -12.41% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | +3.87% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.66% | -0.14% | -18.37% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.65% | — | -4.18% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | -1.69% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | — | -0.52% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | +0.08% | |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.61% | — | — | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | -5.43% | |
| 33 | GRPM | Invesco S&p Midcap 400 Garp | ETF-その他 | 0.57% | -0.57% | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -2.42% | |
| 35 | WRKUSD | Westrock Co | 株式-その他 | 0.56% | — | -0.09% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | — | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.17% | -5.59% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | -0.72% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | -0.12% | — | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.51% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | — | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.48% | — | -3.41% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | — | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 46 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.43% | -0.05% | +900.00% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.42% | — | +0.30% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | — | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | — | -4.59% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.36% | — | -1.35% |