CIK: 0001767151
申告総資産額
$4.1億
| # | 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 | USEP | Innovator U.s. Equity Ultra | ETF-その他 | 8.75% | — | — | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.26% | +0.56% | +1.97% | |
| 3 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 4.66% | — | +0.23% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.09% | — | — | |
| 5 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 3.68% | — | -17.62% | |
| 6 | UMAY | Innovator U.s. Equity Ultra | ETF-その他 | 3.00% | — | -1.24% | |
| 7 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 2.92% | — | -0.08% | |
| 8 | STC | Stewart Information Services | 株式-その他 | 2.83% | — | — | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.93% | — | -1.54% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.85% | — | -2.71% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.79% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | +0.33% | -3.47% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.44% | — | -2.65% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.43% | — | -2.84% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | -3.00% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.31% | — | -0.10% | |
| 17 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.27% | — | +107.59% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.17% | — | +679.46% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.06% | — | -2.75% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.04% | — | -1.70% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.24% | -0.51% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -0.52% | |
| 23 | UJUL | Innovator U.s. Equity Ultra | ETF-その他 | 0.94% | — | — | |
| 24 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.90% | — | -0.53% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.22% | +1.66% | |
| 26 | BSEP | Innovator U.s. Equity Buffer | ETF-その他 | 0.77% | -0.79% | -0.33% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | +0.42% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -31.04% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.70% | — | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.70% | +0.40% | NEW | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.68% | — | -1.47% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.68% | — | +77.00% | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.66% | — | +183.18% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | -0.31% | -25.38% | |
| 35 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.64% | — | +3.58% | |
| 36 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.64% | — | — | |
| 37 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.62% | — | -3.06% | |
| 38 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 0.61% | — | -66.86% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.61% | — | -1.52% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.60% | — | -55.09% | |
| 41 | PLD | Prologis INC | 株式-不動産 | 0.57% | — | — | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.53% | — | -0.23% | |
| 43 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.52% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | +2.14% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | +25.77% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.51% | — | -87.74% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.51% | — | -11.89% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.49% | +0.16% | NEW | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.48% | — | -3.22% | |
| 50 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.46% | — | +0.02% |