CIK: 0001677501
申告総資産額
$7.1億
上位200銘柄を表示中（全458銘柄）
| # | 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 | CB | Chubb Limited | 株式-金融 | 8.71% | -0.75% | +154.05% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.80% | +1.99% | NEW | |
| 3 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 3.03% | — | +6554.24% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.39% | -1.16% | +1.47% | |
| 5 | ITT | Itt INC | 株式-資本財 | 2.20% | -0.05% | -7.24% | |
| 6 | IJUL | Innovator International Deve | ETF-その他 | 1.94% | — | -1.25% | |
| 7 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 1.74% | — | -0.66% | |
| 8 | BAUG | Innovator U.s. Equity Buffer | ETF-その他 | 1.61% | — | -1.32% | |
| 9 | CNA | Cna Financial CORP | 株式-その他 | 1.48% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.94% | +2.95% | |
| 11 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.30% | +3.85% | NEW | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.20% | — | — | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.18% | — | +4.06% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | -0.66% | -1.71% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | — | -11.33% | |
| 16 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.08% | — | +1.89% | |
| 17 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.07% | — | +3.15% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | -0.59% | +11.44% | |
| 19 | PMVP | Pmv Pharmaceuticals INC | 株式-その他 | 1.01% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.42% | -7.39% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +31.95% | |
| 22 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 0.93% | — | -0.19% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.90% | — | +1227.86% | |
| 24 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.90% | -1.44% | EXIT | |
| 25 | HDG | Proshares Hedge Replicat ETF | ETF-その他 | 0.86% | — | -4.79% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | +1.01% | |
| 27 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.76% | — | -4.80% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.75% | +0.09% | +72.90% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.74% | — | -9.51% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +19.16% | |
| 31 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 0.69% | — | -1.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -49.88% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 0.60% | — | -18.55% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +1.19% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +13.25% | |
| 36 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.53% | — | +10.33% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -19.86% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.10% | +2.68% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -5.42% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.19% | -1.49% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.05% | +9.69% | |
| 42 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.50% | — | -0.44% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | -1.77% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.48% | -0.15% | +11.38% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.46% | — | +881.44% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.45% | — | +111.73% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | -0.56% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.43% | — | +302.37% | |
| 49 | AON | Aon plc | 株式-金融 | 0.41% | — | +39.18% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | -11.15% |