CIK: 0002056106
申告総資産額
$5.7億
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 11.26% | +8.97% | NEW | |
| 2 | STXF | Strive 500 ETF | ETF-その他 | 10.08% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.15% | -0.70% | — | |
| 4 | ✓ | 株式-その他 | 4.38% | — | — | ||
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.29% | -1.73% | — | |
| 6 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 3.87% | +2.31% | NEW | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 3.83% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.32% | -0.52% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.52% | -0.73% | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.37% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.25% | +0.68% | — | |
| 12 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.02% | — | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.78% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | — | — | |
| 15 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.71% | +0.83% | NEW | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.68% | -0.17% | — | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.48% | -0.33% | — | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.33% | +0.12% | — | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.32% | -0.09% | — | |
| 20 | MS | Morgan Stanley | 株式-金融 | 1.18% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | — | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | -0.10% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | — | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.07% | — | — | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.04% | — | — | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.99% | — | — | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.92% | — | — | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.86% | +0.47% | NEW | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.83% | — | — | |
| 30 | PLD | Prologis INC | 株式-不動産 | 0.80% | — | — | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.78% | +0.35% | NEW | |
| 32 | FTCB | Ft Core Investment Grade ETF | ETF-投資適格社債 | 0.75% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.05% | — | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.72% | -0.14% | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | -0.07% | — | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.71% | — | — | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.70% | -0.12% | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | — | |
| 39 | AXP | American Express Co | 株式-金融 | 0.69% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | — | |
| 42 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.62% | — | — | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | +0.20% | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | +0.03% | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.24% | — | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.57% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | — | |
| 48 | AZO | Autozone INC | 株式-一般消費財 | 0.55% | — | — | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.53% | +0.04% | — | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | — |