CIK: 0001868491
申告総資産額
$2.0億
| # | 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 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.01% | -0.09% | -6.44% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.95% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.54% | -0.88% | +1.42% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.40% | — | — | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 4.29% | — | +83.08% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.52% | -1.26% | -23.72% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.23% | — | -7.51% | |
| 8 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 3.20% | +0.70% | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.04% | -0.35% | +326.59% | |
| 10 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 3.01% | +1.18% | — | |
| 11 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 2.79% | — | -0.21% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.71% | — | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.48% | — | +23.74% | |
| 14 | MS | Morgan Stanley | 株式-金融 | 2.29% | -0.31% | +0.49% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.25% | — | +45.96% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.18% | — | — | |
| 17 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 2.18% | — | -8.33% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.85% | +0.33% | +12.15% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.85% | -0.14% | -0.83% | |
| 20 | PAVE | Global X US Infrastructure | ETF-その他 | 1.75% | — | +1.30% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.66% | -0.20% | -1.17% | |
| 22 | BUG | Global X Cybersecurity ETF | ETF-その他 | 1.54% | -1.20% | EXIT | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | — | — | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.26% | -0.13% | EXIT | |
| 25 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.18% | — | -20.49% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | +0.11% | +0.68% | |
| 27 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.00% | +0.43% | -1.40% | |
| 28 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.98% | — | +271.98% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | +1.38% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.91% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.12% | +1.71% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.11% | +18.13% | |
| 33 | RSG | Republic Services INC | 株式-資本財 | 0.81% | — | -0.35% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +0.09% | |
| 35 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.77% | +0.25% | -2.89% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -9.70% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | — | |
| 38 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.59% | — | -9.10% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | — | -12.73% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +6.62% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | -88.83% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.53% | — | — | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.50% | — | +2.38% | |
| 44 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.48% | +0.04% | — | |
| 45 | TMUS | T-mobile US INC | 株式-通信サービス | 0.48% | — | — | |
| 46 | TJUL | Innovator Equity Defined Pro | ETF-その他 | 0.47% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | +1.56% | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.43% | — | -37.86% | |
| 49 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.43% | — | -90.39% | |
| 50 | NGDN | New Gold INC | 株式-その他 | 0.43% | -1.19% | EXIT |