CIK: 0001593842
申告総資産額
$3.7億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.23% | — | -2.48% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.92% | — | +1.52% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.83% | — | +19.64% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.82% | — | +0.08% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 2.79% | — | +45.61% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.71% | — | +5.98% | |
| 7 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 2.62% | — | +21.13% | |
| 8 | NTNX | Nutanix INC - A | 株式-IT | 2.32% | — | — | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.24% | — | +20.46% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.02% | — | +5.90% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.00% | — | +4.29% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | — | +43.99% | |
| 13 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.90% | — | -2.30% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.87% | — | +29.47% | |
| 15 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.68% | — | +5.71% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | — | +12.12% | |
| 17 | GIS | General Mills INC | 株式-生活必需品 | 1.66% | — | +11.57% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.64% | — | -16.43% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.63% | — | +12.73% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.62% | — | -16.98% | |
| 21 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 1.54% | — | -2.67% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.53% | — | +7.41% | |
| 23 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 1.51% | — | +60.37% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.49% | — | +24.74% | |
| 25 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.47% | — | +41.30% | |
| 26 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-その他 | 1.45% | — | -1.48% | |
| 27 | CRM | Salesforce INC | 株式-IT | 1.35% | — | +21.64% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.30% | — | -3.55% | |
| 29 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.27% | — | +17.48% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.26% | — | -10.25% | |
| 31 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.19% | — | +37.89% | |
| 32 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.18% | — | +48.47% | |
| 33 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 1.10% | — | +13.27% | |
| 34 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 1.06% | — | -1.80% | |
| 35 | ✓ | 株式-その他 | 1.04% | — | +16.84% | ||
| 36 | EGBN | Eagle Bancorp INC | 株式-その他 | 0.97% | — | +3.18% | |
| 37 | ✓ | Wisdomtree Dynamic | 株式-その他 | 0.87% | — | +1.84% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.84% | — | -9.35% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +33.60% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | -9.95% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +31.65% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.69% | — | -19.41% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +47.64% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +131.05% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +55.05% | |
| 46 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.54% | — | -0.65% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.54% | — | +151.35% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.53% | — | -7.82% | |
| 49 | ADSK | Autodesk INC | 株式-IT | 0.53% | — | — | |
| 50 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.52% | — | -4.81% |