CIK: 0001772715
申告総資産額
$5.1億
上位200銘柄を表示中（全1044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 | 10.88% | -0.23% | -1.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.66% | -0.23% | -0.62% | |
| 3 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 5.55% | +0.41% | +323880.41% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 5.54% | -5.36% | +3.88% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 5.48% | +0.45% | +4.18% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.39% | +0.52% | +3.28% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 4.36% | -0.51% | -1.04% | |
| 8 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.79% | +0.24% | -0.59% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.69% | -2.45% | +7.33% | |
| 10 | XLB | Ss Materials Select Sector | ETF-その他 | 2.41% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.54% | -2.22% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.85% | -0.37% | -1.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.62% | -0.25% | -1.31% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -0.27% | +14.10% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.47% | +2.29% | -0.61% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.44% | +0.17% | +0.65% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.43% | — | -1.29% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | -0.30% | -3.50% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.38% | — | -65.18% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.33% | — | +0.03% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.05% | +0.15% | -10.52% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.16% | +2.17% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -13.12% | |
| 24 | FMB | First Trust Managed Municipa | ETF-その他 | 0.91% | — | +7.55% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.27% | +0.08% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.77% | — | -0.35% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.77% | — | -0.89% | |
| 28 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.75% | -0.09% | -0.61% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +2.15% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | — | +1.52% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.09% | +2.07% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | +0.14% | -0.50% | |
| 33 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.61% | -0.70% | +0.72% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.60% | — | +200.04% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.28% | +1.22% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +1.95% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | +2.78% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | +2.82% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.48% | -0.09% | +1.19% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | +0.08% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +1.11% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | — | +16.34% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.41% | — | +299.81% | |
| 44 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.40% | — | -33.02% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.39% | -0.10% | +0.62% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | -3.40% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -10.89% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.34% | — | +5.22% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.34% | — | +1.42% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +0.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ICVT | Ishares Convertible Bond ETF | +5.6% | +323880.41% | 増加 |
| 2 | AAPL | Apple INC | +0.4% | -0.62% | 減少 |
| 3 | NVDA | Nvidia CORP | +0.3% | +14.10% | 増加 |
| 4 | QGRW | Wisdomtree US Quality Growth | +0.3% | -1.04% | 減少 |
| 5 | AMZN | Amazon.com INC | +0.2% | +2.17% | 増加 |
| 6 | TSLA | Tesla INC | +0.2% | +0.08% | 増加 |
| 7 | NFLX | Netflix INC | +0.1% | +16.34% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.50% | 減少 |
| 9 | AVGO | Broadcom INC | +0.1% | +1.19% | 増加 |
| 10 | SKYY | First Trust Cloud Computing | +0.1% | -0.61% | 減少 |
| 11 | USHY | Ishares Broad Usd High Yield | +0.1% | +3.88% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +2.15% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +2.07% | 増加 |
| 14 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.61% | 減少 |
| 15 | VUG | Vanguard Growth ETF | +0.1% | -1.85% | 減少 |
| 16 | WMT | Walmart INC | +0.1% | +2.78% | 増加 |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +7.33% | 増加 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +284.30% | 増加 |
| 19 | FMB | First Trust Managed Municipa | +0.1% | +7.55% | 増加 |
| 20 | UEC | Uranium Energy CORP | +0.1% | +3326.50% | 増加 |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | +2024.64% | 増加 |
| 22 | EQIX | Equinix INC | 0% | +14.48% | 増加 |
| 23 | BAC | Bank Of America CORP | 0% | +1.11% | 増加 |
| 24 | AGGY | Wisdomtree Yield Enhanced US | 0% | +3.28% | 増加 |
| 25 | XOM | Exxon Mobil CORP | 0% | +1.22% | 増加 |
| 26 | AMT | American Tower CORP | 0% | +7.81% | 増加 |
| 27 | AMGN | Amgen INC | 0% | -28.62% | 減少 |
| 28 | CMCSA | Comcast Corp-class A | -0.1% | -11.76% | 減少 |
| 29 | MDT | Medtronic plc | -0.1% | -43.30% | 減少 |
| 30 | MSFT | Microsoft CORP | -0.1% | -2.22% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.1% | +0.08% | 増加 |
| 32 | MRK | Merck & Co. INC. | -0.1% | -0.50% | 減少 |
| 33 | FIVE | Five Below | -0.1% | -91.11% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | -13.12% | 減少 |
| 35 | UNH | Unitedhealth Group INC | -0.1% | -10.89% | 減少 |
| 36 | MMIT | Nyli Mackay Muni Intrm ETF | -0.1% | -10.52% | 減少 |
| 37 | MINT | Pimco Enhanced Short Maturit | -0.2% | -86.93% | 減少 |
| 38 | MUNI | Pimco Intermediate Municipal | -0.2% | -33.02% | 減少 |
| 39 | DG | Dollar General CORP | -0.3% | -96.56% | 減少 |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | -0.4% | -1.36% | 減少 |
| 41 | CL | Colgate-palmolive Co | -0.4% | -0.59% | 減少 |
| 42 | USFR | Wisdomtree Floating Rate Tre | -0.4% | -76.45% | 減少 |
| 43 | XLV | Ss Health Care Select Sector | -3% | -65.18% | 減少 |
| 44 | SPBO | Ss Spdr P CORP Bond ETF | -5.3% | -98.01% | 減少 |
| 45 | XLB | Ss Materials Select Sector | — | NEW | 新規購入 |
| 46 | ULST | Ss Ultra Short Tm Bond ETF | — | NEW | 新規購入 |
| 47 | BLK | Blackrock INC | — | NEW | 新規購入 |
| 48 | BLKCHF | Blackrock INC | — | EXIT | 全売却 |
| 49 | OKLO | Oklo INC | — | NEW | 新規購入 |
| 50 | CCJ | Cameco CORP | — | NEW | 新規購入 |