CIK: 0001772715
申告総資産額
$5.1億
上位200銘柄を表示中（全988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 | 11.32% | -0.23% | -3.63% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 5.51% | +0.41% | -3.04% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 5.50% | -5.36% | -2.96% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 5.46% | +0.45% | -2.67% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.40% | +0.52% | -2.92% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.05% | -0.23% | -3.07% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.25% | — | +169.78% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 4.25% | -0.51% | -3.89% | |
| 9 | CL | Colgate-palmolive Co | 株式-生活必需品 | 3.11% | +0.24% | -0.04% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.73% | -2.45% | +0.69% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.54% | -1.34% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.86% | -0.37% | -4.63% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.70% | -0.25% | -3.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | -0.30% | -2.86% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.50% | — | -3.54% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.43% | +0.17% | -0.50% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.39% | +2.29% | -3.46% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.27% | +1104.95% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | -1.97% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.27% | — | -3.24% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.23% | +0.15% | -1.25% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | +43.22% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.16% | -6.95% | |
| 24 | FMB | First Trust Managed Municipa | ETF-その他 | 0.88% | — | +0.37% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.27% | -6.04% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | +0.14% | +1.50% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.09% | +33.69% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.78% | — | -2.92% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.76% | — | +0.40% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +105.77% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.73% | — | -3.44% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.73% | — | -1.28% | |
| 33 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.64% | -0.09% | -3.77% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.63% | — | -0.28% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.28% | -12.99% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | — | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.61% | -0.70% | -3.49% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | +83.48% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -5.78% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | -5.27% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -3.98% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +77.61% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.10% | -1.51% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.39% | — | -0.48% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | -5.30% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.32% | -0.09% | -2.20% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -2.57% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.29% | — | +1.16% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.26% | — | +0.29% | |
| 50 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.26% | — | — |