CIK: 0001764968
申告総資産額
$5.8億
| # | 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 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-その他 | 9.48% | -0.61% | -2.36% | |
| 2 | PSX | Phillips 66 | 株式-エネルギー | 7.38% | +1.11% | -0.45% | |
| 3 | COP | Conocophillips | 株式-エネルギー | 5.74% | +1.04% | -1.22% | |
| 4 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 3.55% | — | -12.47% | |
| 5 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 3.48% | — | +6.94% | |
| 6 | JSI | Jh Securitized Income ETF | ETF-その他 | 2.58% | -0.33% | +5.42% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.49% | — | +3.37% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.21% | — | -1.01% | |
| 9 | HERD | Pacer Cash Cows Fund Of Fund | ETF-その他 | 2.15% | -0.78% | -15.48% | |
| 10 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 1.87% | — | -5.01% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-その他 | 1.83% | — | +13.20% | |
| 12 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.63% | — | +14.49% | |
| 13 | PJFG | Pgim Jennison Focused Growth | ETF-その他 | 1.61% | -0.27% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | -0.26% | +0.05% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.44% | — | +10.08% | |
| 16 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.39% | -0.19% | +10.82% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.30% | — | +20.54% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.19% | — | +21.69% | |
| 19 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.11% | +0.07% | +10.91% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.44% | +4.55% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.09% | -0.39% | +11.15% | |
| 22 | AMAT | Applied Materials INC | 株式-IT | 1.08% | -0.20% | -1.57% | |
| 23 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 1.07% | — | +6.64% | |
| 24 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 1.05% | — | -5.33% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | +13.49% | |
| 26 | C | Citigroup INC | 株式-金融 | 1.01% | -1.19% | EXIT | |
| 27 | AVDE | Avantis International Equity | ETF-その他 | 1.00% | — | +7.56% | |
| 28 | AFL | Aflac INC | 株式-金融 | 1.00% | — | +5.34% | |
| 29 | FITB | Fifth Third Bancorp | 株式-金融 | 1.00% | — | +0.25% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 1.00% | — | +6.66% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | +20.21% | |
| 32 | DOV | Dover CORP | 株式-資本財 | 0.98% | -1.09% | EXIT | |
| 33 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.96% | -1.15% | EXIT | |
| 34 | CI | THE Cigna Group | 株式-ヘルスケア | 0.96% | — | +5.78% | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.95% | — | +3.30% | |
| 36 | AIG | American International Group | 株式-金融 | 0.94% | -0.10% | +5.47% | |
| 37 | CSL | Carlisle Cos INC | 株式-資本財 | 0.94% | — | -9.52% | |
| 38 | HAL | Halliburton Co | 株式-エネルギー | 0.93% | +0.09% | NEW | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.77% | — | +1.87% | |
| 40 | QCON | American Cent Qual Convt Sec | ETF-その他 | 0.76% | — | -13.98% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.37% | -1.11% | |
| 42 | HYFI | AB High Yield ETF | ETF-ハイイールド債 | 0.72% | — | +3.27% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 0.72% | — | — | |
| 44 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 0.72% | — | +2.28% | |
| 45 | EVTR | Eaton Vance Total Return | ETF-その他 | 0.64% | — | +5.29% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.60% | — | +0.28% | |
| 47 | VEMY | Vir S/h Emrg Mkt Hy Bnd ETF | ETF-その他 | 0.58% | — | +9.57% | |
| 48 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.49% | — | +13.64% | |
| 49 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.49% | — | +16.98% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.49% | — | -4.61% |