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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.89% | -0.37% | -0.06% | |
| 2 | IAPR | Innovator International Deve | ETF-その他 | 2.56% | — | -0.99% | |
| 3 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 2.55% | — | +53.21% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.33% | — | +0.12% | |
| 5 | IJUL | Innovator International Deve | ETF-その他 | 2.27% | — | -0.75% | |
| 6 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 2.14% | — | -0.02% | |
| 7 | NBXG | Neuberger Next Generation Co | 株式-その他 | 1.97% | -0.50% | +1.06% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.12% | +1.08% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.96% | -0.49% | -1.33% | |
| 10 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.91% | — | +1.66% | |
| 11 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.88% | — | -1.82% | |
| 12 | GUG | Guggenheim Active Allocation | 株式-その他 | 1.80% | -1.39% | EXIT | |
| 13 | PAXS | Pimco Access Income Fund | 株式-その他 | 1.75% | — | +0.53% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.66% | — | +0.57% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.63% | -0.38% | +10.98% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.63% | — | +0.84% | |
| 17 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 1.58% | — | -0.98% | |
| 18 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.54% | — | +27.48% | |
| 19 | IXP | Ishares Global Comm Services | ETF-その他 | 1.53% | -0.43% | -0.96% | |
| 20 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 1.52% | — | -0.88% | |
| 21 | MEGI | Nyli Cbre Glbl Infr Mega Trm | 株式-その他 | 1.51% | — | +2.32% | |
| 22 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.50% | — | -0.53% | |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.50% | — | -1.15% | |
| 24 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 1.47% | +0.56% | -1.12% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.47% | — | +1.98% | |
| 26 | BTX | Blackrock Tech & Priv Eqty | 株式-その他 | 1.42% | — | +3.98% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.41% | +0.18% | +2.22% | |
| 28 | T | At&t INC | 株式-通信サービス | 1.41% | +0.27% | +0.61% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.38% | -0.85% | EXIT | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 1.32% | — | +1.90% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 1.31% | -0.28% | -0.32% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | — | +0.84% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.26% | -1.80% | EXIT | |
| 34 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 1.24% | — | -0.90% | |
| 35 | IRM | Iron Mountain INC | 株式-不動産 | 1.21% | +0.42% | +0.40% | |
| 36 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.18% | — | -1.29% | |
| 37 | NPFD | Nuveen Var Rt Pref & INC | 株式-その他 | 1.13% | — | -24.77% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | +3.11% | |
| 39 | IJAN | Innovator International Deve | ETF-その他 | 1.10% | — | -0.72% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 1.10% | -0.19% | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | — | +0.15% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | +0.31% | +1.65% | |
| 43 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 1.04% | — | +0.22% | |
| 44 | JULT | All US Equ Buf10 Jul Etf-usd | ETF-その他 | 1.02% | — | -1.30% | |
| 45 | STGW | Stagwell INC | 株式-その他 | 1.02% | +0.27% | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | +0.35% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.98% | -1.29% | EXIT | |
| 48 | AQN | Algonquin Power & Utilities | 株式-その他 | 0.92% | — | +60.99% | |
| 49 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.92% | +0.47% | -0.85% | |
| 50 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.89% | — | -1.03% |