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 | SHOP | Shopify INC - Class A | 株式-IT | 4.68% | -0.25% | — | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.30% | -0.85% | EXIT | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.14% | — | — | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 3.19% | — | -15.51% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.14% | — | -20.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.84% | -0.37% | -16.95% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.66% | — | +11.62% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.58% | -0.49% | -19.94% | |
| 9 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 2.51% | — | -1.89% | |
| 10 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.39% | — | -28.39% | |
| 11 | NBXG | Neuberger Next Generation Co | 株式-その他 | 2.26% | -0.50% | — | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.20% | — | +100.39% | |
| 13 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 2.00% | — | +193.46% | |
| 14 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-その他 | 1.87% | — | -3.10% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.71% | — | +40.29% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.63% | — | +554.46% | |
| 17 | BCAT | Blackrock Capital Alloc Tr | 株式-その他 | 1.61% | — | +5.23% | |
| 18 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.60% | — | -9.39% | |
| 19 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 1.59% | — | — | |
| 20 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.56% | — | +420.91% | |
| 21 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.53% | — | -2.08% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.52% | +0.27% | +17.37% | |
| 23 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.45% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | -4.50% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | — | -10.67% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.37% | — | +9.79% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | -0.12% | +0.26% | |
| 28 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.25% | — | -1.36% | |
| 29 | IXP | Ishares Global Comm Services | ETF-その他 | 1.20% | -0.43% | +7.05% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | — | -3.14% | |
| 31 | LUMN | Lumen Technologies INC | 株式-通信サービス | 1.16% | — | +24.04% | |
| 32 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.14% | — | — | |
| 33 | JULT | All US Equ Buf10 Jul Etf-usd | ETF-その他 | 1.12% | — | — | |
| 34 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-その他 | 1.12% | — | — | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 1.06% | -0.19% | -11.81% | |
| 36 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 1.04% | +0.56% | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | +0.31% | +1.46% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 1.00% | -0.28% | +73.31% | |
| 39 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 0.98% | — | +171.10% | |
| 40 | IJUL | Innovator International Deve | ETF-その他 | 0.97% | — | +171.03% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | -0.38% | +11.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | -24.96% | |
| 43 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 0.91% | — | -2.48% | |
| 44 | ✓ | Innovator Etfs Tr | ETF-その他 | 0.91% | — | -2.51% | |
| 45 | ✓ | Listed Fd Tr | 株式-その他 | 0.88% | — | -2.72% | |
| 46 | 0VVB | Paramount Global-class B | 株式-その他 | 0.85% | — | +15.91% | |
| 47 | ASGI | Abrdn Global Infrastructure | 株式-その他 | 0.85% | — | -42.57% | |
| 48 | ✓ | Angel Oak DFS Inc TR | 株式-その他 | 0.85% | — | -4.73% | |
| 49 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.84% | — | +1.22% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +0.48% |