CIK: 0001910383
申告総資産額
$4.0億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 15.30% | -0.03% | — | |
| 2 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 10.04% | — | — | |
| 3 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 7.51% | -0.03% | EXIT | |
| 4 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 5.08% | — | — | |
| 5 | XLE | Ss Energy Select Sector | ETF-その他 | 4.35% | — | — | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.26% | — | — | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-その他 | 2.55% | — | — | |
| 8 | IGF | Ishares Global Infrastructur | ETF-その他 | 2.10% | — | — | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.02% | — | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.99% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.96% | -0.20% | — | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.64% | -0.02% | — | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 1.64% | -0.88% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.63% | +0.03% | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.62% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.57% | +0.06% | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.53% | — | — | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | — | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.51% | — | — | |
| 20 | FITB | Fifth Third Bancorp | 株式-金融 | 1.49% | +0.01% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.48% | +0.01% | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.47% | +0.05% | — | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.44% | +0.02% | — | |
| 24 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 1.41% | — | — | |
| 25 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.41% | — | — | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | -0.23% | — | |
| 27 | ETN | Eaton Corporation plc | 株式-資本財 | 1.35% | +0.21% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.34% | -0.14% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | -0.04% | — | |
| 30 | OC | Owens Corning | 株式-資本財 | 1.20% | — | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.06% | +0.23% | — | |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.02% | +0.03% | — | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.95% | +0.25% | — | |
| 34 | DAN | Dana INC | 株式-その他 | 0.94% | — | — | |
| 35 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.93% | — | — | |
| 36 | PGR | Progressive CORP | 株式-金融 | 0.93% | -0.16% | — | |
| 37 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.89% | — | — | |
| 38 | SHC | Sotera Health Co | 株式-その他 | 0.86% | — | — | |
| 39 | INTC | Intel CORP | 株式-IT | 0.85% | — | — | |
| 40 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.77% | — | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.74% | — | — | |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.68% | — | — | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.64% | +0.13% | — | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | — | — | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.52% | +0.09% | — | |
| 46 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.51% | -0.07% | — | |
| 47 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.46% | — | — | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.32% | — | — | |
| 49 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.27% | -0.03% | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.22% | +0.11% | — |