CIK: 0001772715
申告総資産額
$5.1億
上位200銘柄を表示中（全500銘柄）
| # | 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 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 21.81% | — | +350.01% | |
| 2 | CL | Colgate-palmolive Co | 株式-生活必需品 | 6.35% | +0.24% | +0.27% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.64% | — | -2.58% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 4.33% | — | +8.20% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.63% | -0.23% | -6.24% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.53% | — | -9.90% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.98% | — | +4.39% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.94% | +0.14% | +1.30% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.88% | +0.28% | -0.80% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | +0.27% | -31.26% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.54% | -12.34% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.35% | — | -7.77% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.32% | — | +9.64% | |
| 14 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.21% | — | -16.17% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.18% | — | -5.21% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -0.23% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.00% | — | -10.30% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | — | +7.08% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.16% | -16.46% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.85% | — | -7.15% | |
| 21 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.82% | — | +6.60% | |
| 22 | INTF | Ishares International Equity | ETF-その他 | 0.82% | — | +4.55% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | +13.98% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.66% | — | -3.29% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | — | -1.44% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | — | -4.87% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.62% | — | -1.55% | |
| 28 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.62% | — | +9.92% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.62% | — | -1.93% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.60% | — | -2.96% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | -2.38% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -20.65% | |
| 33 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.57% | — | +3.37% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.52% | — | +102.59% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.51% | — | -7.20% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | -14.49% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | -4.40% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | -0.65% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.46% | — | +6.49% | |
| 40 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.46% | — | +5.29% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | — | -36.70% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +11.30% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | — | +67.23% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.09% | -16.26% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.38% | — | -8.60% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.38% | — | -4.32% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.30% | -2.64% | |
| 48 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.37% | — | +30.89% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -10.93% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | — | +231.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | +16% | +350.01% | 増加 |
| 2 | ✓ | Mallinckrodt PLC | +0.3% | +210950.00% | 増加 |
| 3 | ADBE | Adobe INC | +0.3% | +102.59% | 増加 |
| 4 | EBAY | Ebay INC | +0.3% | +3669.57% | 増加 |
| 5 | WMT | Walmart INC | +0.2% | +231.90% | 増加 |
| 6 | BBTUSD | Bb&t CORP | +0.2% | +8483.53% | 増加 |
| 7 | NFLX | Netflix INC | +0.2% | +67.23% | 増加 |
| 8 | NVDA | Nvidia CORP | +0.2% | +84.18% | 増加 |
| 9 | MKSI | Mks INC | +0.2% | +48.16% | 増加 |
| 10 | GPI | Group 1 Automotive INC | +0.1% | +42.23% | 増加 |
| 11 | MOH | Molina Healthcare INC | +0.1% | +41.90% | 増加 |
| 12 | AUR | Aurora Innovation, Inc. | +0.1% | +133.98% | 増加 |
| 13 | FTNT | Fortinet INC | +0.1% | +46.91% | 増加 |
| 14 | MRO* | Marathon Oil CORP | +0.1% | +1281.30% | 増加 |
| 15 | ORCL | Oracle CORP | +0.1% | +40.40% | 増加 |
| 16 | MA | Mastercard INC - A | +0.1% | +11.30% | 増加 |
| 17 | FLOT | Ishares Floating Rate Bond E | +0.1% | +55.86% | 増加 |
| 18 | ABG | Asbury Automotive Group | +0.1% | +42.12% | 増加 |
| 19 | BAC | Bank Of America CORP | +0.1% | +13.98% | 増加 |
| 20 | UTHR | United Therapeutics CORP | +0.1% | +30.89% | 増加 |
| 21 | MTUM | Ishares Msci USA Momentum Fa | 0% | +9.64% | 増加 |
| 22 | QUAL | Ishares Msci USA Quality Fac | 0% | +7.08% | 増加 |
| 23 | PEG | Public Service Enterprise Gp | 0% | +9.92% | 増加 |
| 24 | SMLF | Ishares US Smallcap Equity F | 0% | +6.60% | 増加 |
| 25 | ADP | Automatic Data Processing | 0% | -2.96% | 減少 |
| 26 | INTF | Ishares International Equity | 0% | +4.55% | 増加 |
| 27 | IWP | Ishares Russell Mid-cap Grow | 0% | -3.29% | 減少 |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | +4.39% | 増加 |
| 29 | XOM | Exxon Mobil CORP | 0% | -0.80% | 減少 |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -0.23% | 減少 |
| 31 | CB | Chubb Limited | -0.1% | -95.81% | 減少 |
| 32 | AAPL | Apple INC | -0.2% | -6.24% | 減少 |
| 33 | SWKS | Skyworks Solutions INC | -0.2% | -76.44% | 減少 |
| 34 | MRK | Merck & Co. INC. | -0.2% | +1.30% | 増加 |
| 35 | UNH | Unitedhealth Group INC | -0.2% | -33.88% | 減少 |
| 36 | CL | Colgate-palmolive Co | -0.2% | +0.27% | 増加 |
| 37 | MS | Morgan Stanley | -0.3% | -71.98% | 減少 |
| 38 | PFE | Pfizer INC | -0.3% | -20.65% | 減少 |
| 39 | CWI | State Street Spdr Msci Acwi | -0.4% | -16.17% | 減少 |
| 40 | JPM | Jpmorgan Chase & Co | -0.4% | -36.70% | 減少 |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | -0.4% | +8.20% | 増加 |
| 42 | JNJ | Johnson & Johnson | -1% | -31.26% | 減少 |
| 43 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -1.2% | -2.58% | 減少 |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | -5.4% | -99.65% | 減少 |
| 45 | SNX | TD Synnex CORP | — | NEW | 新規購入 |
| 46 | ✓ | Nanometrics INC Com | — | NEW | 新規購入 |
| 47 | WU | Western Union Co | — | EXIT | 全売却 |
| 48 | GCI1EUR | Gannett Co INC | — | EXIT | 全売却 |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | 全売却 |
| 50 | SUB | Ishares Short-term National | — | EXIT | 全売却 |