CIK: 0001772715
申告総資産額
$5.1億
上位200銘柄を表示中（全1007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 | 10.96% | -0.23% | +1.75% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 5.81% | +0.41% | -0.69% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.65% | +0.45% | -3.25% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.58% | +0.52% | -3.90% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 5.55% | -5.36% | -4.13% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.41% | -0.23% | -2.47% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 4.19% | -0.51% | +2.27% | |
| 8 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.77% | +0.24% | +1.35% | |
| 9 | XLB | Ss Materials Select Sector | ETF-その他 | 2.60% | — | +32366.96% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.59% | -2.45% | -3.67% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.54% | +0.32% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.93% | +0.17% | +5.22% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.76% | -0.27% | +1.04% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.67% | — | -58.86% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.66% | -0.37% | +1.72% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.60% | — | +2.14% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.52% | +2.29% | +2.11% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.41% | -0.25% | +1.01% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | -0.30% | +3.26% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.27% | — | +0.84% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.26% | +0.15% | -5.68% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | — | -10.56% | |
| 23 | FMB | First Trust Managed Municipa | ETF-その他 | 0.93% | — | -7.00% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.16% | -3.00% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | -2.75% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.27% | -7.16% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.78% | -0.70% | +2.86% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | -0.09% | +2.20% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.09% | -2.01% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.63% | — | +1.15% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | -6.39% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.59% | — | +1.77% | |
| 33 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.58% | -0.09% | +7.32% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | +3.84% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.28% | +6.25% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -4.08% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.50% | -0.10% | -0.08% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | +0.14% | -6.18% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | — | -9.43% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -1.53% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | — | -2.83% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +0.10% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | — | -4.61% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.37% | — | +3.95% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | -0.12% | +264.17% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | — | -5.35% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | -1.21% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.29% | +0.20% | -2.06% | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.29% | — | +0.04% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | -3.23% |