CIK: 0002043986
申告総資産額
$2.4億
| # | 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 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.99% | -0.53% | +1.33% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 5.24% | — | +3.55% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 4.66% | — | +4.79% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.48% | — | +3.45% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.40% | -0.16% | -14.10% | |
| 6 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 3.28% | — | +4.20% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.71% | — | +310.74% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.59% | — | +3.23% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.46% | — | +3.72% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.34% | — | +5.79% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.33% | -0.03% | +4.13% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.32% | — | +2.86% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.32% | — | +6.47% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.21% | — | +2.10% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.13% | — | +3.57% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.95% | — | +2.92% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.74% | — | -0.10% | |
| 18 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-その他 | 1.73% | -0.08% | +672.33% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.72% | — | +4.46% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.58% | — | +52.14% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.50% | -0.28% | EXIT | |
| 22 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.47% | — | -1.34% | |
| 23 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-その他 | 1.43% | — | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.41% | +0.20% | +2.72% | |
| 25 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-その他 | 1.28% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.36% | +3.77% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.18% | — | +2.11% | |
| 28 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.05% | — | +9.55% | |
| 29 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-その他 | 1.02% | — | — | |
| 30 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.99% | — | +8.56% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.98% | — | +195.07% | |
| 32 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.95% | — | +10.74% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.91% | — | +6.67% | |
| 34 | TUA | Sim St Treas Fut Strat ETF | ETF-その他 | 0.83% | — | +6.39% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.82% | -0.08% | -6.12% | |
| 36 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.80% | — | +3.46% | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.68% | — | +5.12% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.64% | -0.92% | EXIT | |
| 39 | GDEC | Ft Vest US Equity Moderate B | ETF-その他 | 0.63% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -14.51% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.27% | +18.55% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | — | |
| 43 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.58% | — | +24.32% | |
| 44 | BILZ | Pimco Ultra Shrt Govt Active | ETF-その他 | 0.52% | -0.66% | -54.26% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.17% | -23.45% | |
| 46 | STLD | Steel Dynamics INC | 株式-素材 | 0.48% | — | +107.09% | |
| 47 | QBER | Trueshares Quartly B Hdg ETF | ETF-その他 | 0.47% | -1.06% | -3.15% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | -0.64% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.36% | — | — | |
| 50 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 0.34% | — | -3.44% |