CIK: 0001927769
申告総資産額
$3979.5万
| # | 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 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 41.21% | +1.88% | -0.34% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 13.61% | -0.10% | — | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-テック型 | 8.06% | -0.23% | -0.62% | |
| 4 | OIH | Vaneck Oil Services ETF | ETF-その他 | 4.36% | — | -1.56% | |
| 5 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 4.07% | +0.29% | -19.69% | |
| 6 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-その他 | 3.07% | +0.01% | — | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.91% | -2.60% | — | |
| 8 | XBJL | Inn US Eq Acc 9 Buff July | ETF-その他 | 2.56% | +0.13% | — | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.00% | +1.59% | +66.51% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | -0.47% | — | |
| 11 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-その他 | 1.70% | +0.11% | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -1.67% | EXIT | |
| 13 | CRTC | Xtrackers US Ntl Critic Tech | ETF-テック型 | 1.56% | +0.27% | — | |
| 14 | BAUG | Innovator U.s. Equity Buffer | ETF-その他 | 1.30% | +0.03% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.60% | — | |
| 16 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.19% | +0.09% | +45.26% | |
| 17 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-その他 | 1.18% | +0.16% | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.09% | -0.56% | — | |
| 19 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 1.09% | +0.43% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.71% | EXIT | |
| 21 | GAUG | Ft Vest US Equity Moderate B | ETF-その他 | 0.96% | +0.04% | — | |
| 22 | EWBC | East West Bancorp INC | 株式-金融 | 0.93% | +0.01% | — | |
| 23 | MSTR | Strategy INC | 株式-IT | 0.72% | — | — | |
| 24 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.71% | -0.58% | EXIT | |
| 25 | MVSTW | Microvast Hold Inc-cw26 | 株式-その他 | — | — | — |