CIK: 0001845163
申告総資産額
$2.2億
上位200銘柄を表示中（全257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 | 15.74% | -0.11% | +1.44% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 14.44% | -0.45% | -0.01% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 11.11% | -1.29% | -2.40% | |
| 4 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 9.82% | -1.47% | +1.78% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.05% | -0.31% | +1.11% | |
| 6 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 5.94% | +0.22% | +0.97% | |
| 7 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 4.36% | +0.10% | +0.76% | |
| 8 | PSDM | Pgim Shrt Duration Ms Bd ETF | ETF-その他 | 4.16% | +0.19% | +1.82% | |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 3.67% | -0.13% | +5.13% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.27% | -0.17% | -0.51% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.05% | +0.24% | -3.31% | |
| 12 | AVMV | Avantis US Mid Cap Val ETF | ETF-その他 | 2.75% | +0.19% | +2.21% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.72% | +0.19% | -0.09% | |
| 14 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 1.12% | +0.15% | +0.01% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.88% | +0.01% | +0.45% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.50% | +0.13% | +5.97% | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.44% | +1.48% | +45.85% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +2.82% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.37% | -0.06% | -2.24% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.37% | — | -2.67% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.34% | -0.05% | -11.12% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.29% | -0.02% | -0.92% | |
| 23 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.27% | — | -13.59% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.27% | +0.29% | +15.97% | |
| 25 | QHY | Wisdomtree US High Yield Cor | ETF-ハイイールド債 | 0.23% | — | -4.43% | |
| 26 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.21% | — | -1.07% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | +0.03% | +0.20% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.21% | — | -16.94% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.20% | — | +0.35% | |
| 30 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.18% | — | -5.56% | |
| 31 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.17% | -0.03% | — | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.16% | — | -8.61% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.15% | — | +0.06% | |
| 34 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.14% | — | +1.04% | |
| 35 | USSH | Wisdomtree 1-3 Y Lad Try Fd | ETF-その他 | 0.14% | — | +99.23% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.05% | — | |
| 37 | GDE | Wisdomtree Efficient Gold Pl | ETF-コモディティ | 0.14% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.01% | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | — | -14.39% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | +0.69% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.11% | — | -3.76% | |
| 42 | QSIG | Wisdomtree US Short Term Cor | ETF-その他 | 0.11% | +0.04% | +53.98% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.10% | -0.02% | -4.12% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.09% | — | +10.58% | |
| 45 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.09% | — | +0.71% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.09% | +0.01% | +63.59% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | -0.02% | — | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.08% | — | +0.77% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.07% | +0.02% | +11.15% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.07% | — | +13.51% |