CIK: 0001928635
申告総資産額
$3.0億
| # | 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 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 10.45% | — | -1.33% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.48% | — | -0.79% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 1.96% | — | -52.24% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.60% | — | +0.57% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.38% | +2.92% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.60% | — | +3.73% | |
| 7 | ANETEUR | Arista Networks INC | 株式-その他 | 1.50% | — | +2.19% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +3.51% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.44% | -0.28% | +0.69% | |
| 10 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.38% | -0.28% | +3.52% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.36% | +0.14% | +7.03% | |
| 12 | IT | Gartner INC | 株式-IT | 1.34% | — | +2.52% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.31% | — | +2.87% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | — | -10.37% | |
| 15 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.26% | — | +3.39% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.24% | — | +4.25% | |
| 17 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.13% | — | -6.32% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.12% | — | -0.06% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.11% | — | +5.14% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.09% | — | +5.48% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | +0.37% | +2.56% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.23% | +4.60% | |
| 23 | PM | Philip Morris International | 株式-生活必需品 | 0.99% | — | -0.80% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | — | +12.66% | |
| 25 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.97% | -0.24% | — | |
| 26 | OFG | Ofg Bancorp | 株式-その他 | 0.96% | — | -4.49% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.94% | — | +118.19% | |
| 28 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 0.94% | — | +4.81% | |
| 29 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.94% | — | +2.17% | |
| 30 | WWJD | Inspire International ETF | ETF-その他 | 0.93% | — | +2.61% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | +2.25% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.90% | — | +5.18% | |
| 33 | GFI | Gold Fields Ltd-spons Adr | 株式-素材 | 0.89% | — | -3.18% | |
| 34 | OMF | Onemain Holdings INC | 株式-金融 | 0.88% | — | -6.06% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | -0.68% | |
| 36 | FBP | First Bancorp Puerto Rico | 株式-その他 | 0.83% | — | -2.31% | |
| 37 | ABX | Barrick Gold CORP | 株式-金融 | 0.82% | — | -3.72% | |
| 38 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.81% | — | — | |
| 39 | VTRS | Viatris INC | 株式-ヘルスケア | 0.81% | — | +0.09% | |
| 40 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.80% | — | +0.15% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | — | +0.28% | |
| 42 | ETD | Ethan Allen Interiors INC | 株式-その他 | 0.79% | — | +3.94% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.78% | — | +0.04% | |
| 44 | BG | Bunge Global SA | 株式-生活必需品 | 0.76% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | +5.05% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | +0.17% | -2.18% | |
| 47 | DOX | Amdocs Limited | 株式-IT | 0.74% | — | -2.34% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.72% | — | +0.33% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | +0.25% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | -0.87% |