CIK: 0001845163
申告総資産額
$2.2億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 16.06% | -0.11% | +13.26% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 15.10% | -0.45% | -1.31% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 14.05% | -1.29% | +1.07% | |
| 4 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 10.78% | -1.47% | +4.38% | |
| 5 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 5.76% | +0.22% | +19.93% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.86% | -0.31% | +238.81% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 4.63% | +0.10% | +2.24% | |
| 8 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 4.61% | — | -12.70% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.48% | -0.17% | -19.70% | |
| 10 | PSDM | Pgim Shrt Duration Ms Bd ETF | ETF-その他 | 3.53% | +0.19% | +4796.50% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.03% | — | -12.96% | |
| 12 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 2.20% | -0.13% | +3.43% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.01% | +0.24% | +3.83% | |
| 14 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 1.34% | +0.15% | -48.92% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.12% | +0.01% | +6.91% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.94% | -0.05% | -47.56% | |
| 17 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.89% | — | +4.70% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | -0.02% | -76.95% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.56% | — | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.39% | -0.06% | +0.15% | |
| 21 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.35% | — | -5.39% | |
| 22 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.32% | — | +40.16% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -7.09% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +0.58% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.27% | +0.29% | +99.63% | |
| 26 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.24% | — | -2.34% | |
| 27 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.19% | — | -15.82% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.18% | — | +6.68% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.18% | — | -3.79% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.18% | -0.02% | -9.00% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | +0.03% | +0.29% | |
| 32 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.14% | — | +7.85% |