CIK: 0001772715
申告総資産額
$5.1億
上位200銘柄を表示中（全1053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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 13.85% | -0.23% | +3.04% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 6.20% | — | -1.99% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 6.06% | — | -4.80% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.98% | +0.52% | -0.83% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.03% | -0.23% | -0.88% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.59% | -0.37% | +3.65% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-その他 | 3.58% | — | -5.10% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.38% | — | +12.30% | |
| 9 | CL | Colgate-palmolive Co | 株式-生活必需品 | 3.34% | +0.24% | +0.28% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.95% | — | +3.96% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.29% | — | +3.55% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.54% | -0.57% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.06% | — | +5.46% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 2.04% | -1.54% | +7.69% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.65% | — | +2.27% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.57% | -0.25% | +3.08% | |
| 17 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.55% | +0.15% | +1.61% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.27% | +3.34% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.26% | — | +1.99% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.12% | +2.29% | +30230.80% | |
| 21 | FMB | First Trust Managed Municipa | ETF-その他 | 1.03% | — | -9.34% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | +0.14% | -5.39% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.83% | — | +2.88% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | +7.97% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.73% | -0.70% | +4.90% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +6.13% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.16% | +1853.37% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.70% | — | +3.97% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.67% | -0.09% | +28.57% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.28% | -6.16% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | -3.50% | |
| 32 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-その他 | 0.60% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +5.05% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | +4.03% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | — | +2.14% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.09% | +0.28% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.46% | — | +79.31% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.30% | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | — | +0.01% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | +7.84% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.42% | — | +2.09% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.42% | — | +5.11% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +7.37% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +10.78% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -6.97% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | -3.76% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +1.91% | |
| 48 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.26% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | +3.47% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +9.36% |