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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.22% | -4.06% | -0.46% | |
| 2 | USEP | Innovator U.s. Equity Ultra | ETF-その他 | 14.59% | -2.44% | -26.76% | |
| 3 | IPKW | Invesco International Buybac | ETF-その他 | 7.40% | +2.22% | +202.35% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.75% | +0.16% | -1.99% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.19% | -0.71% | -4.03% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.60% | +1.97% | +1.79% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.34% | +1.75% | +6.14% | |
| 8 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.85% | +0.12% | +6.33% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.71% | -0.04% | -1.50% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.72% | +0.06% | |
| 11 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 2.15% | +0.09% | +33.60% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.99% | -0.22% | +9.45% | |
| 13 | UAPR | Innovator U.s. Equity Ultra | ETF-その他 | 1.63% | — | +5.45% | |
| 14 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 1.60% | — | -20.87% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | -1.24% | +482.04% | |
| 16 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.20% | -0.13% | -6.46% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.14% | -9.88% | |
| 18 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.08% | +0.01% | -3.21% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +1.77% | |
| 20 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.91% | -0.09% | +116.79% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.91% | — | -4.68% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.88% | -0.13% | +20.17% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.80% | — | +1.15% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | -2.52% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 0.73% | +0.03% | +0.04% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.64% | -0.09% | +6.71% | |
| 27 | UOCT | Innovator U.s. Equity Ultra | ETF-その他 | 0.53% | -0.26% | -20.14% | |
| 28 | CTAS | Cintas CORP | 株式-資本財 | 0.49% | -0.05% | +6.51% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | -0.10% | +17.26% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.20% | -3.17% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.45% | — | +29.42% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | -0.13% | +44.88% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +34.35% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.40% | — | +22.63% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -16.95% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | -0.06% | +2.47% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | — | +11.71% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.31% | — | -16.46% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | +0.04% | +9.70% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.27% | — | +0.32% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | — | -1.69% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.25% | — | +0.26% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | +0.09% | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.23% | -0.08% | — | |
| 46 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.22% | — | -11.81% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | +4.41% | |
| 48 | AFG | American Financial Group INC | 株式-金融 | 0.22% | — | +0.61% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.07% | +15.43% |