CIK: 0001482611
申告総資産額
$1.9億
上位200銘柄を表示中(全416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 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.54% | — | -0.68% | |
| 2 | PFE | Pfizer INC | 株式-ヘルスケア | 2.43% | — | +2.75% | |
| 3 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 2.12% | — | +3.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.37% | +2.38% | |
| 5 | PAXS | Pimco Access Income Fund | 株式-その他 | 2.03% | — | -0.08% | |
| 6 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 2.00% | — | -0.99% | |
| 7 | IJUL | Innovator International Deve | ETF-その他 | 1.86% | — | -2.92% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | -0.12% | +18.57% | |
| 9 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.79% | — | +7.30% | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.77% | — | +1.62% | |
| 11 | GUG | Guggenheim Active Allocation | 株式-その他 | 1.71% | -1.39% | EXIT | |
| 12 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.68% | — | -1.66% | |
| 13 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 1.67% | — | +324.67% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.62% | +0.27% | +3.56% | |
| 15 | MEGI | Nyli Cbre Glbl Infr Mega Trm | 株式-その他 | 1.61% | — | +3.15% | |
| 16 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.61% | — | -1.28% | |
| 17 | NPFD | Nuveen Var Rt Pref & INC | 株式-その他 | 1.60% | — | -13.02% | |
| 18 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 1.59% | — | -4.92% | |
| 19 | NBXG | Neuberger Next Generation Co | 株式-その他 | 1.58% | -0.50% | -5.89% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.49% | — | +5.00% | |
| 21 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.48% | — | -0.89% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.47% | -0.49% | +4.73% | |
| 23 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 1.46% | — | -2.59% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | -0.38% | +12.55% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.39% | -0.85% | EXIT | |
| 26 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.39% | — | +15.01% | |
| 27 | STGW | Stagwell INC | 株式-その他 | 1.37% | +0.27% | — | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 1.28% | -0.28% | +2.42% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.25% | +0.31% | +18.80% | |
| 30 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.21% | — | +1.10% | |
| 31 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 1.20% | +0.56% | -1.26% | |
| 32 | BTX | Blackrock Tech & Priv Eqty | 株式-その他 | 1.19% | — | -21.09% | |
| 33 | IXP | Ishares Global Comm Services | ETF-その他 | 1.16% | -0.43% | +6.96% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 1.16% | -0.19% | +2.23% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | — | +31.43% | |
| 36 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.11% | — | -7.05% | |
| 37 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.08% | — | +1.20% | |
| 38 | PNOV | Innovator U.s. Equity Power | ETF-その他 | 1.07% | — | +14.58% | |
| 39 | IAPR | Innovator International Deve | ETF-その他 | 1.06% | — | -0.83% | |
| 40 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 1.06% | — | -3.62% | |
| 41 | INTC | Intel CORP | 株式-IT | 1.02% | +0.18% | +8.20% | |
| 42 | JULT | All US Equ Buf10 Jul Etf-usd | ETF-その他 | 1.00% | — | -0.88% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.92% | — | +5.19% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | -1.29% | EXIT | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | -0.38% | |
| 46 | IRM | Iron Mountain INC | 株式-不動産 | 0.89% | +0.42% | +2.41% | |
| 47 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.88% | — | +17.56% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.87% | -0.18% | +1.50% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +3.92% | |
| 50 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.75% | -0.16% | EXIT |