CIK: 0001910381
申告総資産額
$1.8億
| # | 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 | USEP | Innovator U.s. Equity Ultra | ETF-その他 | 21.92% | -2.44% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.40% | -4.06% | +5.41% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.10% | +0.16% | +8.85% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.72% | -0.71% | -0.26% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.74% | +1.75% | -2.21% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 3.44% | — | +27.93% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.15% | +1.97% | +26.57% | |
| 8 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.49% | +0.12% | +8.91% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.46% | -0.04% | +8.47% | |
| 10 | IPKW | Invesco International Buybac | ETF-その他 | 2.37% | +2.22% | +7.44% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.23% | -0.22% | -1.15% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.72% | -0.30% | |
| 13 | UAPR | Innovator U.s. Equity Ultra | ETF-その他 | 1.67% | — | -91.71% | |
| 14 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 1.63% | +0.09% | +12.65% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | — | -21.24% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.25% | -0.13% | — | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | -0.06% | +10.22% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.83% | — | -15.08% | |
| 19 | DUK | Duke Energy CORP | 株式-公益事業 | 0.79% | +0.03% | -0.03% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.14% | -4.04% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.67% | — | +0.25% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | -1.37% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +2.48% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.20% | +0.09% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.13% | +984.10% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.52% | -0.09% | — | |
| 27 | CTAS | Cintas CORP | 株式-資本財 | 0.50% | -0.05% | +300.35% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.41% | — | +0.94% | |
| 29 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-その他 | 0.39% | — | — | |
| 30 | ENB | Enbridge INC | 株式-エネルギー | 0.36% | — | +31.43% | |
| 31 | UOCT | Innovator U.s. Equity Ultra | ETF-その他 | 0.34% | -0.26% | — | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.34% | -0.09% | +0.96% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | -0.10% | — | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | +0.04% | +2.97% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | — | -49.18% | |
| 36 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.29% | — | -2.49% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | -1.24% | -47.69% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | +0.02% | +0.16% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.28% | — | +0.11% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | — | — | |
| 41 | USB | US Bancorp | 株式-金融 | 0.27% | — | +1.74% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.27% | — | — | |
| 43 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.27% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | +45.11% | |
| 45 | AFG | American Financial Group INC | 株式-金融 | 0.25% | — | +0.55% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.25% | — | -6.53% | |
| 47 | O | Realty Income CORP | 株式-不動産 | 0.24% | — | +10.22% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | +0.02% | +8.25% | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.24% | -0.13% | EXIT | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.24% | — | +5.05% |