CIK: 0002024873
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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 7.98% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.33% | — | — | |
| 3 | POCT | Innovator U.s. Equity Power | ETF-その他 | 4.96% | -0.84% | — | |
| 4 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 4.91% | -0.79% | — | |
| 5 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 4.91% | -0.83% | — | |
| 6 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 4.91% | -0.81% | — | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 4.37% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.96% | -3.53% | EXIT | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 3.66% | -3.22% | EXIT | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.23% | — | — | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.57% | — | — | |
| 12 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 1.98% | — | — | |
| 13 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 1.91% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.88% | -1.24% | EXIT | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.85% | — | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.44% | — | — | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.36% | — | — | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.36% | — | — | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.26% | -1.10% | EXIT | |
| 20 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 1.14% | -0.35% | — | |
| 21 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 1.13% | -0.35% | — | |
| 22 | BJUL | Innovator U.s. Equity Buffer | ETF-その他 | 1.13% | -0.37% | — | |
| 23 | BOCT | Innovator U.s. Equity Buffer | ETF-その他 | 1.12% | -0.38% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 1.10% | -0.13% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.95% | -0.70% | EXIT | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | +0.20% | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | — | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.73% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | -0.77% | — | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.61% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | -0.20% | — | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.84% | — | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | -0.20% | — | |
| 38 | PCG | P G & E CORP | 株式-公益事業 | 0.57% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | -0.39% | EXIT | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | -0.95% | EXIT | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.54% | -0.41% | EXIT | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | — | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | — | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.49% | -0.22% | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | — | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — |