CIK: 0001910381
申告総資産額
$2.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.46% | +0.13% | +0.99% | |
| 2 | USEP | Innovator U.s. Equity Ultra | ETF-その他 | 19.76% | -0.96% | -3.99% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 6.67% | -0.23% | -1.25% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.88% | +0.46% | +9.60% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.56% | +0.01% | +10.70% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.53% | -0.31% | +3.03% | |
| 7 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.71% | — | -3.79% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.60% | +0.30% | +5.14% | |
| 9 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.52% | +0.14% | +5.60% | |
| 10 | IPKW | Invesco International Buybac | ETF-その他 | 2.44% | -0.86% | +3.39% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.09% | -0.06% | -0.48% | |
| 12 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 2.02% | — | +54.87% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.02% | +9.63% | |
| 14 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 1.65% | +0.09% | +3.38% | |
| 15 | UAPR | Innovator U.s. Equity Ultra | ETF-その他 | 1.56% | — | -1.31% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.28% | — | +1.68% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.01% | +23.39% | |
| 18 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.09% | -0.36% | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | +0.14% | -13.40% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 0.80% | — | +0.04% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | -0.01% | -2.75% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.09% | +4.69% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.69% | +0.12% | +6.14% | |
| 24 | UOCT | Innovator U.s. Equity Ultra | ETF-その他 | 0.66% | — | -0.03% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | +0.08% | +0.79% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.59% | — | +11.75% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | +4.57% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | -0.28% | +4.75% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.47% | +0.03% | -8.85% | |
| 30 | CTAS | Cintas CORP | 株式-資本財 | 0.45% | — | -8.60% | |
| 31 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.43% | +0.03% | +30.72% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | +0.06% | +25.45% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.37% | — | +15.44% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.34% | — | -4.74% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.33% | — | +8.22% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | — | -0.78% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +6.78% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +2.19% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | +0.01% | +9.90% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.02% | +10.24% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.28% | — | +2.59% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | +0.28% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | +0.05% | -2.63% | |
| 45 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.25% | — | — | |
| 46 | USB | US Bancorp | 株式-金融 | 0.24% | — | +0.19% | |
| 47 | AFG | American Financial Group INC | 株式-金融 | 0.24% | — | +2.13% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | -6.30% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.22% | — | +11.48% |