CIK: 0001677501
申告総資産額
$7.1億
上位200銘柄を表示中(全561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 | 7.81% | -0.75% | +0.52% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.45% | -1.16% | +9.86% | |
| 3 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 2.82% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.53% | — | -6.79% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.66% | -1.44% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.94% | -3.16% | |
| 7 | IAPR | Innovator International Deve | ETF-その他 | 1.69% | — | +0.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.64% | — | +20.66% | |
| 9 | BJUL | Innovator U.s. Equity Buffer | ETF-その他 | 1.60% | — | — | |
| 10 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 1.60% | — | +1.40% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | -0.59% | -1.46% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-その他 | 1.33% | +2.59% | NEW | |
| 13 | ITT | Itt INC | 株式-資本財 | 1.24% | -0.05% | -0.03% | |
| 14 | CNA | Cna Financial CORP | 株式-その他 | 1.22% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.42% | -6.07% | |
| 16 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 0.93% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.44% | +0.09% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | — | +11.45% | |
| 19 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.85% | — | +1.17% | |
| 20 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.84% | — | -5.40% | |
| 21 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.78% | — | -6.28% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.78% | — | -9.69% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.78% | — | +3.63% | |
| 24 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.73% | -1.44% | EXIT | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.70% | — | +1.36% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | +3.32% | |
| 27 | EJUL | Innovator Emerging Markets P | ETF-新興国市場 | 0.68% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.66% | — | +0.15% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.64% | — | +27.10% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.64% | +0.15% | +30.49% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | +2.41% | |
| 32 | HDG | Proshares Hedge Replicat ETF | ETF-その他 | 0.63% | — | +0.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +3.86% | |
| 34 | JIG | Jpmorgan International Growt | ETF-その他 | 0.63% | — | — | |
| 35 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.58% | — | +2.24% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +0.45% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.57% | +0.09% | +0.43% | |
| 38 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.53% | — | +0.51% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.19% | -1.01% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | +1.58% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.52% | — | -4.01% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.51% | — | +0.37% | |
| 43 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.51% | — | +0.32% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.05% | -0.34% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +12.85% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.42% | -0.15% | +19.62% | |
| 47 | NOW | Servicenow INC | 株式-IT | 0.42% | — | -2.04% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.42% | — | +0.07% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.41% | — | -12.25% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | +3.33% |