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 | 25.72% | -1.40% | -0.49% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.59% | — | -4.88% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.18% | — | +6691.68% | |
| 4 | C | Citigroup INC | 株式-金融 | 3.06% | — | +98.43% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.80% | -0.10% | — | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.74% | -0.29% | -1.09% | |
| 7 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 1.70% | — | +1.52% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 1.44% | — | +0.52% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | +0.06% | +2.70% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.25% | — | +8.99% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.24% | — | +2.03% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.20% | — | +682.05% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.16% | +0.06% | +75.02% | |
| 14 | GTENU | Gores Holdings X, Inc. | 株式-その他 | 1.14% | — | -1.01% | |
| 15 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 1.08% | — | -0.71% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | +0.21% | +0.80% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | — | +2.36% | |
| 18 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.96% | — | +1.74% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +1.51% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.93% | -0.14% | +1.99% | |
| 21 | ✓ | Bank Of Montreal | 株式-その他 | 0.90% | — | +435.38% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | — | -35.10% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -1.14% | |
| 24 | CDW | Cdw Corp/de | 株式-IT | 0.82% | — | +1.77% | |
| 25 | ✓ | Tidal Trust I | 株式-その他 | 0.82% | — | +20.56% | |
| 26 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.78% | — | +1.95% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.77% | — | +1094.97% | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.77% | — | -64.65% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.77% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +3.38% | |
| 31 | MBB | Ishares Mbs ETF | ETF-その他 | 0.72% | — | — | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.71% | — | — | |
| 33 | TROW | T Rowe Price Group INC | 株式-金融 | 0.71% | — | +3.07% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +1.99% | |
| 35 | ADI | Analog Devices INC | 株式-IT | 0.70% | +0.16% | +1.86% | |
| 36 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.69% | — | — | |
| 37 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.68% | — | — | |
| 38 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.68% | — | +0.59% | |
| 39 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 0.66% | — | — | |
| 40 | ZIM | ZIM Integrated Shipping Services Ltd. | 株式-その他 | 0.63% | — | +1.16% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.60% | — | +4.68% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | +0.05% | +2.09% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +3.71% | |
| 44 | ATKR | Atkore INC | 株式-その他 | 0.56% | — | +2.68% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +5.28% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.54% | — | +3.30% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.53% | +0.62% | NEW | |
| 48 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.53% | — | +3.84% | |
| 49 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | — | — | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | +1.03% |