CIK: 0001752761
申告総資産額
$5.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 27.07% | -1.40% | -0.08% | |
| 2 | ET | Energy Transfer LP | 株式-エネルギー | 4.84% | — | +7.85% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.49% | — | +1.01% | |
| 4 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 1.96% | — | +2.19% | |
| 5 | COTY | Coty Inc-cl A | 株式-その他 | 1.93% | — | -43.91% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.64% | -0.29% | -0.03% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.53% | — | -0.74% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | +0.06% | +0.50% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.35% | — | +4.49% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | +0.59% | |
| 11 | CEW | Wisdomtree Emerging Currency | ETF-新興国市場 | 1.18% | — | +8.41% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.15% | — | +0.07% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | — | +0.78% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.11% | — | +0.35% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | — | +8.36% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.05% | — | +1.84% | |
| 17 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 1.01% | — | +0.10% | |
| 18 | TROW | T Rowe Price Group INC | 株式-金融 | 1.01% | — | +0.28% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.00% | -0.14% | +1.03% | |
| 20 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.94% | — | -0.27% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | -3.17% | |
| 22 | CDW | Cdw Corp/de | 株式-IT | 0.93% | — | +0.46% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | +0.21% | +0.78% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.89% | — | +2.26% | |
| 25 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.89% | — | -1.48% | |
| 26 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.88% | — | +7.78% | |
| 27 | ✓ | Tidal Trust I | 株式-その他 | 0.87% | — | +4.18% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.85% | — | -3.08% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.84% | — | +0.87% | |
| 30 | ADI | Analog Devices INC | 株式-IT | 0.83% | +0.16% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.83% | — | +272.58% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | +0.92% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +1.68% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.65% | — | -1.11% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | — | +0.59% | |
| 36 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.60% | — | — | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | — | +1.03% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +0.19% | |
| 39 | DAL | Delta Air Lines INC | 株式-資本財 | 0.59% | — | +2.65% | |
| 40 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.58% | — | +1.90% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +1.91% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.57% | — | +0.81% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | — | |
| 44 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.55% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.52% | +0.05% | +0.02% | |
| 46 | ATKR | Atkore INC | 株式-その他 | 0.52% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | — | +0.21% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | -0.23% | -5.81% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | +6.54% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.50% | — | +1.22% |