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 | 9.07% | -0.61% | -1.71% | |
| 2 | PSX | Phillips 66 | 株式-エネルギー | 5.80% | +1.11% | -0.62% | |
| 3 | COP | Conocophillips | 株式-エネルギー | 4.58% | +1.04% | -0.59% | |
| 4 | PSQO | Plmr Sq Credit Opp ETF | ETF-その他 | 3.41% | -0.67% | +423.09% | |
| 5 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 3.27% | +0.20% | +3.78% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 3.12% | — | -5.35% | |
| 7 | JSI | Jh Securitized Income ETF | ETF-その他 | 2.58% | -0.33% | +5.10% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.22% | +0.09% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | — | +0.18% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.95% | — | -17.19% | |
| 11 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.60% | +0.07% | +49.37% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.59% | -0.39% | +47.38% | |
| 13 | HERD | Pacer Cash Cows Fund Of Fund | ETF-その他 | 1.57% | -0.78% | -11.20% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | -0.26% | -0.95% | |
| 15 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 1.53% | — | -10.05% | |
| 16 | PJFG | Pgim Jennison Focused Growth | ETF-その他 | 1.40% | -0.27% | -11.88% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.35% | — | -14.08% | |
| 18 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.34% | -0.19% | +16.30% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.31% | — | +0.54% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.21% | — | — | |
| 21 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 1.18% | — | +15.51% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | — | -9.17% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.44% | +9.36% | |
| 24 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 1.08% | — | +5.45% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.07% | — | -1.76% | |
| 26 | AVDE | Avantis International Equity | ETF-その他 | 1.06% | — | +10.12% | |
| 27 | FITB | Fifth Third Bancorp | 株式-金融 | 1.05% | — | +1.35% | |
| 28 | CMI | Cummins INC | 株式-資本財 | 1.03% | — | -8.77% | |
| 29 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.03% | -1.15% | EXIT | |
| 30 | C | Citigroup INC | 株式-金融 | 1.03% | -1.19% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | +16.05% | |
| 32 | DOV | Dover CORP | 株式-資本財 | 1.02% | -1.09% | EXIT | |
| 33 | AFL | Aflac INC | 株式-金融 | 1.00% | — | +7.16% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 1.00% | — | — | |
| 35 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-その他 | 1.00% | — | — | |
| 36 | AIG | American International Group | 株式-金融 | 0.99% | -0.10% | +8.56% | |
| 37 | CSL | Carlisle Cos INC | 株式-資本財 | 0.97% | — | +17.13% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.96% | -0.20% | +12.13% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.87% | — | +15.99% | |
| 40 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 0.86% | — | +28.92% | |
| 41 | XISE | Ft Vest US Equity Buffer & P | ETF-その他 | 0.75% | — | — | |
| 42 | HYFI | AB High Yield ETF | ETF-ハイイールド債 | 0.70% | — | +3.43% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.37% | +3.73% | |
| 44 | EVTR | Eaton Vance Total Return | ETF-その他 | 0.63% | — | +1.39% | |
| 45 | VEMY | Vir S/h Emrg Mkt Hy Bnd ETF | ETF-その他 | 0.61% | — | +7.13% | |
| 46 | ✓ | Etfis Ser Tr I | 株式-その他 | 0.59% | — | -3.94% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | — | +3.75% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.54% | — | +10.69% | |
| 49 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.52% | — | -1.10% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | -0.60% |