CIK: 0001989341
申告総資産額
$2.5億
| # | 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 | DHS | Wisdomtree US High Dividend | ETF-その他 | 8.80% | -5.84% | +2.32% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.00% | +1.76% | +2.81% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.83% | — | +14.05% | |
| 4 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 5.78% | +0.23% | +29.68% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.20% | -0.68% | +35.54% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.76% | — | -8.40% | |
| 7 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 4.64% | -0.52% | EXIT | |
| 8 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 4.61% | — | +9.21% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.70% | +1.01% | +10.24% | |
| 10 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 3.68% | — | +10.04% | |
| 11 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 3.29% | — | +7.30% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.01% | -0.72% | -0.17% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.73% | — | +8.37% | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 2.69% | — | -3.08% | |
| 15 | MTGP | Wisdomtree Mtge Plus Bond | ETF-その他 | 2.68% | -3.01% | +14.93% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.31% | — | +16.95% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 2.21% | -0.04% | +5.16% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.40% | +5.60% | |
| 19 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.81% | — | +14.20% | |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.69% | -0.08% | EXIT | |
| 21 | FMB | First Trust Managed Municipa | ETF-その他 | 1.44% | — | +13.11% | |
| 22 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 1.19% | — | +5.29% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.17% | — | +3.21% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.03% | — | +7.20% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.06% | +36.96% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.07% | +9.56% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -2.38% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.65% | — | -4.32% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.59% | — | — | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.06% | +24.46% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | +19.93% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.52% | +0.11% | +941.34% | |
| 33 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.48% | — | +16.53% | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.46% | — | -8.82% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -0.85% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | -0.07% | +0.37% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.38% | +0.09% | NEW | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.33% | — | +2.49% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.32% | -0.07% | +3.26% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | — | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | -1.08% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | -0.04% | +3.03% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | -0.06% | +1.31% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -0.89% | |
| 46 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.28% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | +0.24% | -5.54% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.26% | — | -7.28% | |
| 49 | ET | Energy Transfer LP | 株式-エネルギー | 0.25% | — | -13.03% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +4.06% |