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 | 16.30% | -0.11% | +2.98% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 15.20% | -0.45% | +1.11% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 12.22% | -1.29% | +1.21% | |
| 4 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 10.80% | -1.47% | +2.97% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.34% | -0.31% | +336.77% | |
| 6 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 6.15% | +0.22% | +7.90% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 4.73% | +0.10% | +0.71% | |
| 8 | PSDM | Pgim Shrt Duration Ms Bd ETF | ETF-その他 | 4.03% | +0.19% | +11.77% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.88% | -0.17% | -0.57% | |
| 10 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 2.46% | -0.13% | +1.92% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.21% | +0.24% | +1.04% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.19% | +0.19% | +289.31% | |
| 13 | AVMV | Avantis US Mid Cap Val ETF | ETF-その他 | 1.68% | +0.19% | +221.45% | |
| 14 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 1.62% | — | -44.01% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.56% | — | -34.52% | |
| 16 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 1.18% | +0.15% | +2.04% | |
| 17 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.12% | +0.01% | +0.10% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.02% | — | -16.46% | |
| 19 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.77% | -0.05% | -2.51% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.50% | -0.06% | +0.11% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | -0.02% | -9.65% | |
| 22 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.46% | — | -29.33% | |
| 23 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.34% | — | +10.20% | |
| 24 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.31% | — | -0.56% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +1.46% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.25% | +0.29% | +107.22% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | +20.69% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.22% | +0.13% | +88.17% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | +0.03% | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -33.86% | |
| 31 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.16% | — | -1.71% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.15% | — | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | -0.02% | +0.20% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.01% | — | |
| 35 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 0.13% | +0.04% | +0.38% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.13% | — | +0.24% | |
| 37 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.12% | +1.48% | — | |
| 38 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.12% | — | -6.00% |