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 | 8.47% | -5.84% | -0.05% | |
| 2 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 8.30% | +0.23% | +51.72% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.94% | -0.68% | +340.88% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.83% | — | +6.23% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.12% | +1.76% | -2.95% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 4.61% | — | +7.64% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.08% | — | -11.26% | |
| 8 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 3.77% | -0.52% | EXIT | |
| 9 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 3.54% | — | +1.63% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.52% | +1.01% | +6.48% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.90% | -0.72% | -2.49% | |
| 12 | MTGP | Wisdomtree Mtge Plus Bond | ETF-その他 | 2.81% | -3.01% | +12.93% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.79% | — | +7.43% | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 2.44% | — | -8.26% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.42% | -0.04% | +2.09% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.40% | — | +0.01% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.29% | +0.28% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.40% | +2.37% | |
| 19 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.80% | — | +12.62% | |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.69% | -0.08% | EXIT | |
| 21 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 1.22% | — | +7.55% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.18% | — | +3.35% | |
| 23 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.17% | -2.10% | — | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.04% | — | +14.83% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.06% | +8.22% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | -1.22% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.07% | +4.55% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.69% | — | +15.13% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.67% | +0.11% | -1.53% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.65% | — | — | |
| 31 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.60% | +0.12% | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | — | |
| 33 | INDS | Pacer Industrial Real Estate | ETF-その他 | 0.56% | — | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | -0.06% | +6.49% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.52% | — | -0.17% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.51% | — | +19.43% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | -1.18% | |
| 38 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.39% | — | -11.57% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.07% | +7.92% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.04% | +2.59% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | — | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.34% | -0.07% | +1.38% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.32% | — | +2.54% | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.30% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | -0.06% | +0.56% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +1.80% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | -0.17% | |
| 49 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 0.26% | — | — | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | +4.88% |