CIK: 0001482611
申告総資産額
$1.9億
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.98% | — | -7.29% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.11% | -0.85% | EXIT | |
| 3 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.95% | — | -3.07% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 4.81% | — | -2.95% | |
| 5 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 3.97% | — | -39.92% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.66% | -0.49% | -4.73% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.29% | -0.37% | -7.48% | |
| 8 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 2.79% | — | +353.66% | |
| 9 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-その他 | 2.36% | — | — | |
| 10 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 2.11% | — | +1144.15% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.90% | — | -5.76% | |
| 12 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.87% | — | +2.85% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | — | -7.41% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.77% | — | -24.43% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | — | -0.46% | |
| 16 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.63% | — | -7.58% | |
| 17 | BCAT | Blackrock Capital Alloc Tr | 株式-その他 | 1.63% | — | +3.37% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.62% | +0.27% | -7.00% | |
| 19 | 0VVB | Paramount Global-class B | 株式-その他 | 1.59% | — | -10.98% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | — | -8.43% | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.54% | — | -2.21% | |
| 22 | ASGI | Abrdn Global Infrastructure | 株式-その他 | 1.53% | — | -9.60% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.48% | — | -6.80% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.43% | — | +3.56% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | -0.12% | -9.59% | |
| 26 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.26% | — | — | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 1.25% | -0.19% | -4.97% | |
| 28 | DISCAUSD | Discovery INC - A | 株式-その他 | 1.20% | — | -10.06% | |
| 29 | CTLEUR | Centurylink INC | 株式-その他 | 1.18% | — | +38.59% | |
| 30 | VTRS | Viatris INC | 株式-ヘルスケア | 1.12% | — | — | |
| 31 | ✓ | Innovator Etfs Tr | ETF-その他 | 1.11% | — | — | |
| 32 | IXP | Ishares Global Comm Services | ETF-その他 | 1.11% | -0.43% | +3.62% | |
| 33 | ✓ | Listed Fd Tr | 株式-その他 | 1.02% | — | — | |
| 34 | ✓ | Angel Oak DFS Inc TR | 株式-その他 | 0.99% | — | -2.55% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.38% | +0.06% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +3.02% | |
| 37 | ✓ | East Res Acquisition Co | 株式-その他 | 0.90% | — | -7.95% | |
| 38 | GLW | Corning INC | 株式-IT | 0.90% | — | -13.34% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | -0.28% | +2.96% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | -2.27% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | +0.31% | -6.07% | |
| 42 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.85% | — | +2.53% | |
| 43 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.84% | — | -15.79% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.84% | — | +5.02% | |
| 45 | UJUN | Innovator U.s. Equity Ultra | ETF-その他 | 0.81% | — | -5.74% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.77% | — | -9.44% | |
| 47 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.74% | — | +22.64% | |
| 48 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.74% | — | -0.71% | |
| 49 | ✓ | Gs Acquisition Hldgs CORP Ii | 株式-その他 | 0.73% | — | -9.56% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.72% | — | +2.78% |