CIK: 0002039918
申告総資産額
$1.6億
| # | 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 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 15.64% | -2.33% | +10.98% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.92% | -0.81% | +2.82% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.99% | -0.70% | +11.45% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 6.77% | -6.11% | +18.27% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.70% | +0.71% | +4.45% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 5.61% | +0.39% | +18.53% | |
| 7 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 5.44% | +0.42% | +9.88% | |
| 8 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 4.74% | -3.62% | +3.05% | |
| 9 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 4.73% | +1.39% | +3.94% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.98% | +1.61% | -0.56% | |
| 11 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 3.30% | +2.76% | +3.53% | |
| 12 | SHYL | Xtrackers Shrt Dur High Yiel | ETF-その他 | 2.65% | — | +7.30% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 2.35% | — | +9.29% | |
| 14 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 2.31% | +0.57% | +4.22% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.99% | +0.65% | +41.81% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.88% | -5.84% | |
| 17 | ORN | Orion Group Holdings INC | 株式-その他 | 0.95% | +0.22% | +21.50% | |
| 18 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.90% | -0.90% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | -0.02% | -0.09% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.26% | +1.16% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.35% | +4.18% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.77% | -0.04% | -1.32% | |
| 23 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.63% | -0.15% | — | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.62% | +0.13% | — | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.52% | +0.15% | +217.73% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.09% | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.09% | — | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.43% | +0.16% | +19.05% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | -0.21% | -1.43% | |
| 30 | AUSF | Global X Adaptive US Factor | ETF-その他 | 0.43% | -0.27% | -92.90% | |
| 31 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 0.38% | -0.05% | — | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.36% | -0.08% | -15.63% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | -0.19% | +0.02% | |
| 34 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.32% | — | — | |
| 35 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.29% | -0.02% | -3.27% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | -0.28% | EXIT | |
| 37 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.28% | -0.28% | EXIT | |
| 38 | SHOP | Shopify INC - Class A | 株式-IT | 0.27% | -0.08% | +1.75% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.25% | -0.25% | EXIT | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | -0.08% | — | |
| 41 | NJUL | Innovator Growth 100 Power B | ETF-その他 | 0.22% | — | — | |
| 42 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.21% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.03% | +24.70% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | -0.03% | — | |
| 46 | BJUL | Innovator U.s. Equity Buffer | ETF-その他 | 0.18% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.18% | -0.18% | EXIT | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.17% | — | +11.05% | |
| 49 | XUSP | Innovator Uncapped Acc US Eq | ETF-その他 | 0.17% | -0.17% | EXIT | |
| 50 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.16% | — | — |