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 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 9.30% | +3.70% | +9.62% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.58% | -0.02% | +126.53% | |
| 3 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 7.11% | +3.71% | +0.72% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.80% | -0.31% | +5.09% | |
| 5 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-その他 | 6.49% | -0.03% | +15.84% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.96% | +0.40% | +0.34% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.46% | +0.03% | +10.96% | |
| 8 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 5.09% | — | +10.56% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 4.66% | +0.05% | +5.20% | |
| 10 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 4.54% | -0.03% | +0.73% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.44% | — | +2.68% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.53% | — | -44.21% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.45% | — | -4.48% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.37% | -0.07% | +37.04% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.28% | -0.05% | -16.35% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.95% | +0.05% | +38.61% | |
| 17 | IJAN | Innovator International Deve | ETF-その他 | 1.85% | +6.26% | +20.05% | |
| 18 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 1.51% | — | +215.23% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.17% | — | +9.10% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.16% | -0.04% | +8.13% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.13% | -0.04% | +1602.27% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.99% | +0.07% | +43.02% | |
| 23 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.89% | -0.02% | +3.97% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.89% | -9.94% | +107.03% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.82% | +0.42% | +159.77% | |
| 26 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-その他 | 0.78% | — | +22.74% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.68% | — | +34.04% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.59% | — | +7.78% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.58% | +3.78% | +112.37% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.55% | +0.03% | +98.50% | |
| 31 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.55% | +0.40% | +137.27% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.52% | +0.05% | -9.39% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.44% | -0.02% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.44% | -0.06% | +17.35% | |
| 35 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-その他 | 0.42% | — | +17.05% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +0.04% | |
| 37 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-その他 | 0.42% | — | — | |
| 38 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 0.40% | — | — | |
| 39 | AAPL | Apple INC | 株式-IT | 0.33% | -0.05% | +12.35% | |
| 40 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.32% | — | +95.71% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.29% | +0.01% | +95.15% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.27% | — | -5.87% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.27% | -0.08% | +3.10% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | -1.75% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.24% | +0.03% | +34.81% | |
| 46 | FDMO | Fidelity Momentum Factor ETF | ETF-その他 | 0.24% | — | +8.38% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.23% | — | -58.90% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.23% | — | +0.29% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.21% | — | +5.35% | |
| 50 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.20% | — | — |