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 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.70% | -0.49% | +6.24% | |
| 2 | IXP | Ishares Global Comm Services | ETF-その他 | 2.45% | -0.43% | +7.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.37% | -6.90% | |
| 4 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.10% | -1.80% | EXIT | |
| 5 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 2.05% | — | +38.72% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 1.95% | -0.38% | -2.55% | |
| 7 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 1.81% | +0.56% | +30.22% | |
| 8 | POCT | Innovator U.s. Equity Power | ETF-その他 | 1.80% | — | -0.33% | |
| 9 | IAPR | Innovator International Deve | ETF-その他 | 1.79% | — | +10.06% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 1.79% | -0.28% | +6.34% | |
| 11 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.75% | — | -0.66% | |
| 12 | GUG | Guggenheim Active Allocation | 株式-その他 | 1.60% | -1.39% | EXIT | |
| 13 | T | At&t INC | 株式-通信サービス | 1.59% | +0.27% | -2.54% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | — | -1.72% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 1.58% | — | +25.42% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | -0.12% | -3.67% | |
| 17 | NBXG | Neuberger Next Generation Co | 株式-その他 | 1.55% | -0.50% | +4.87% | |
| 18 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.52% | — | +17.35% | |
| 19 | MEGI | Nyli Cbre Glbl Infr Mega Trm | 株式-その他 | 1.50% | — | +4.13% | |
| 20 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.39% | -0.18% | +6.04% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.39% | -1.29% | EXIT | |
| 22 | NMAR | Innovator Grw-100 Pb ETF Mar | ETF-その他 | 1.38% | — | -0.85% | |
| 23 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.38% | — | +1.64% | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 1.31% | +0.47% | -0.20% | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.31% | — | -0.44% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | +0.25% | |
| 27 | STWD | Starwood Property Trust INC | 株式-不動産 | 1.26% | — | -0.76% | |
| 28 | PAXS | Pimco Access Income Fund | 株式-その他 | 1.25% | — | +6.92% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.24% | — | +12.14% | |
| 30 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.24% | — | -0.23% | |
| 31 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 1.21% | — | +8.02% | |
| 32 | GS | Goldman Sachs Group INC | 株式-金融 | 1.19% | -0.19% | -1.76% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.18% | — | +7.38% | |
| 34 | IJUN | Innov Intl Dev Pb ETF - June | ETF-その他 | 1.16% | — | +89.22% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | -3.11% | |
| 36 | IMAY | Innov Intl Dev Pb ETF - May | ETF-その他 | 1.12% | — | +88.17% | |
| 37 | BEPC | Brookfield Renewable CORP | 株式-公益事業 | 1.12% | — | -2.51% | |
| 38 | NCLO | Nuveen Aa-bbb Clo ETF | ETF-その他 | 1.11% | -1.00% | EXIT | |
| 39 | QXO | Qxo INC | 株式-資本財 | 1.10% | — | -1.54% | |
| 40 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 1.09% | — | -47.12% | |
| 41 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 1.06% | -0.44% | EXIT | |
| 42 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 1.06% | — | +1.48% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.05% | -0.85% | EXIT | |
| 44 | GLW | Corning INC | 株式-IT | 1.05% | — | -2.90% | |
| 45 | NAUG | Innov G-100 Powr Bf ETF -aug | ETF-その他 | 1.03% | — | -0.89% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 1.02% | +0.23% | +6.81% | |
| 47 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 1.01% | — | — | |
| 48 | BIPC | Brookfield Infrastructure-a | 株式-公益事業 | 0.99% | — | -0.73% | |
| 49 | SHOP | Shopify INC - Class A | 株式-IT | 0.95% | -0.25% | — | |
| 50 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 0.94% | — | -1.32% |