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 | 2.74% | -0.37% | -10.19% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.32% | -0.49% | +3.84% | |
| 3 | IXP | Ishares Global Comm Services | ETF-その他 | 2.13% | -0.43% | +1.60% | |
| 4 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 2.11% | — | -5.16% | |
| 5 | IJUL | Innovator International Deve | ETF-その他 | 2.08% | — | -4.33% | |
| 6 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.86% | — | +68.19% | |
| 7 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.81% | — | — | |
| 8 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.77% | -1.80% | EXIT | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | — | +0.30% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.12% | -16.78% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.64% | -0.28% | -11.76% | |
| 12 | IAPR | Innovator International Deve | ETF-その他 | 1.60% | — | -4.23% | |
| 13 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.58% | — | -4.71% | |
| 14 | GUG | Guggenheim Active Allocation | 株式-その他 | 1.56% | -1.39% | EXIT | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.56% | -0.38% | -15.51% | |
| 16 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 1.52% | — | -6.01% | |
| 17 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 1.51% | — | -4.57% | |
| 18 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 1.44% | — | -13.94% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.42% | +0.27% | -10.96% | |
| 20 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 1.41% | — | -5.59% | |
| 21 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 1.38% | +0.56% | -5.76% | |
| 22 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.37% | — | -5.21% | |
| 23 | NBXG | Neuberger Next Generation Co | 株式-その他 | 1.37% | -0.50% | -15.17% | |
| 24 | STGW | Stagwell INC | 株式-その他 | 1.35% | +0.27% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.32% | — | -1.22% | |
| 26 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.30% | — | -4.86% | |
| 27 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.30% | — | +1.83% | |
| 28 | MEGI | Nyli Cbre Glbl Infr Mega Trm | 株式-その他 | 1.29% | — | +11.29% | |
| 29 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.28% | — | -5.54% | |
| 30 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.28% | — | -3.57% | |
| 31 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.28% | — | -5.16% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.26% | -1.29% | EXIT | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 1.23% | — | +15.19% | |
| 34 | NAPR | Innovator Growth 100 Power B | ETF-その他 | 1.22% | — | -5.69% | |
| 35 | PAXS | Pimco Access Income Fund | 株式-その他 | 1.22% | — | -22.00% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.21% | — | -6.38% | |
| 37 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.17% | -0.18% | +18.34% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 1.17% | -0.19% | -19.68% | |
| 39 | GLW | Corning INC | 株式-IT | 1.12% | — | -1.89% | |
| 40 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 1.11% | — | -5.79% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.10% | -0.85% | EXIT | |
| 42 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 1.08% | — | — | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.08% | — | — | |
| 44 | IJAN | Innovator International Deve | ETF-その他 | 1.07% | — | -6.25% | |
| 45 | NAUG | Innov G-100 Powr Bf ETF -aug | ETF-その他 | 1.04% | — | -6.08% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.03% | — | -14.78% | |
| 47 | NJUN | Innovator G-100 P B ETF - Ju | ETF-その他 | 1.02% | — | -6.22% | |
| 48 | XOCT | Ft Vest US Equity Enhance & | ETF-その他 | 1.02% | — | -4.09% | |
| 49 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-その他 | 1.01% | -0.88% | EXIT | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.01% | — | +22.17% |