CIK: 0001720292
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 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-その他 | 12.48% | — | +8.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.03% | -0.31% | +2.17% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.69% | +0.05% | +7.35% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.60% | +0.40% | +6.77% | |
| 5 | KJUL | Innovator U.s. Small Cap Pow | ETF-中小型株 | 6.40% | -3.68% | +5.97% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.86% | — | +3.37% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.69% | — | +4.74% | |
| 8 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 5.65% | -6.05% | +7.71% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.60% | -0.07% | +11.02% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.65% | +0.03% | +2.54% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.07% | -0.05% | +2.59% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.07% | — | +6.40% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.97% | — | +4.96% | |
| 14 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.83% | +3.70% | -13.85% | |
| 15 | IJAN | Innovator International Deve | ETF-その他 | 1.79% | +6.26% | -6.64% | |
| 16 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 1.70% | +3.71% | -9.26% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.12% | — | +10.85% | |
| 18 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.95% | -0.02% | — | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.93% | -9.94% | +1.21% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.72% | +0.05% | +0.13% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.71% | +0.07% | +5.87% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.69% | — | -5.53% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | — | +1.03% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | +3.78% | +0.03% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.58% | — | +2.77% | |
| 26 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 0.55% | — | — | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.53% | -0.04% | +0.19% | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.52% | — | +120.57% | |
| 29 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 0.45% | -0.03% | +102.15% | |
| 30 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 0.45% | — | — | |
| 31 | AUID | Ipsidy INC | 株式-その他 | 0.44% | — | — | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.43% | -0.02% | — | |
| 33 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-その他 | 0.41% | — | +4.58% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +0.40% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.30% | -0.08% | +0.10% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.30% | — | +0.40% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.30% | -0.05% | -6.55% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.29% | — | +36.58% | |
| 39 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.29% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.25% | — | +8.81% | |
| 41 | LYFT | Lyft Inc-a | 株式-IT | 0.23% | — | +51.64% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.22% | — | +15.78% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.20% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | +16.47% | |
| 45 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.18% | — | — | |
| 46 | SNAP | Snap INC - A | 株式-通信サービス | 0.17% | — | +9.77% | |
| 47 | PSL | Invesco Dorsey Wright Consum | ETF-その他 | 0.17% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.17% | -0.06% | +0.31% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.16% | -0.04% | +0.30% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.14% | — | — |