CIK: 0001677501
申告総資産額
$7.1億
上位200銘柄を表示中（全470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 | 6.53% | -0.75% | -12.74% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.38% | +1.99% | NEW | |
| 3 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 3.03% | — | -1.09% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.75% | -1.16% | -7.18% | |
| 5 | IAPR | Innovator International Deve | ETF-その他 | 2.11% | — | +3105.90% | |
| 6 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 1.92% | — | +7.10% | |
| 7 | ITT | Itt INC | 株式-資本財 | 1.79% | -0.05% | -21.57% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.94% | -0.05% | |
| 9 | BAUG | Innovator U.s. Equity Buffer | ETF-その他 | 1.65% | — | -0.34% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | -0.66% | +9.08% | |
| 11 | CNA | Cna Financial CORP | 株式-その他 | 1.33% | — | — | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-その他 | 1.26% | +2.59% | NEW | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +27.33% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.22% | — | +6.47% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.59% | +0.36% | |
| 16 | NAPR | Innovator Growth 100 Power B | ETF-その他 | 1.07% | — | — | |
| 17 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.06% | — | -2.10% | |
| 18 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.04% | — | -2.06% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | -2.04% | |
| 20 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.94% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.42% | -21.03% | |
| 22 | HDG | Proshares Hedge Replicat ETF | ETF-その他 | 0.85% | — | -0.41% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.84% | — | -1.37% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.80% | — | +2.43% | |
| 25 | EAPR | Innovator Emerging Markets P | ETF-新興国市場 | 0.77% | — | +8.33% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.75% | — | — | |
| 27 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.74% | — | -0.31% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.73% | — | +6.90% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.71% | +0.09% | -8.98% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +1.04% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +559.85% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | +3.32% | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.58% | — | +15.60% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +4.19% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +1.61% | |
| 36 | EQL | Alps Equal Sector Weight ETF | ETF-その他 | 0.56% | — | — | |
| 37 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.55% | — | +106.39% | |
| 38 | PMVP | Pmv Pharmaceuticals INC | 株式-その他 | 0.54% | — | — | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.51% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.19% | -5.86% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.05% | +0.61% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.47% | -0.15% | -11.78% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.10% | +2.65% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.47% | — | +1.09% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.46% | — | -13.84% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -13.57% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | -1.22% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.44% | — | +6.37% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | +1.95% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -1.18% |