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 | 11.89% | -1.40% | -0.08% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.56% | — | +53.18% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.37% | — | -11.77% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.94% | -0.10% | +215.02% | |
| 5 | HFSI | Hartfor Strateg Income Etf-u | ETF-その他 | 2.94% | -0.02% | — | |
| 6 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 2.47% | — | +0.32% | |
| 7 | FTLS | First Trust Long/short Eqty | ETF-その他 | 2.33% | — | +1.00% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.21% | -0.29% | -21.81% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.99% | — | -7.87% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.95% | — | +5.78% | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 1.91% | -0.02% | +135.66% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.45% | +0.03% | +0.02% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.43% | — | -6.89% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | +0.06% | -2.76% | |
| 15 | BOIL1EUR | Proshares Ultra Bloomberg NA | ETF-その他 | 1.33% | — | — | |
| 16 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.17% | -0.23% | -1.04% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | — | -2.85% | |
| 18 | EVR | Evercore INC - A | 株式-金融 | 1.11% | -0.17% | -1.31% | |
| 19 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 1.08% | — | -15.13% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | -37.28% | |
| 21 | UNG | US Natural Gas Fund LP | ETF-その他 | 0.98% | — | — | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.97% | — | +39.70% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.94% | -0.14% | -37.62% | |
| 24 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.91% | — | +0.14% | |
| 25 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 0.90% | — | +0.96% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | -0.23% | +13.14% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | -0.18% | +87.28% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.87% | — | +1.13% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | -41.68% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | +83.17% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.04% | -1.70% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.84% | — | +14.74% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -4.46% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.80% | +0.05% | — | |
| 35 | ADI | Analog Devices INC | 株式-IT | 0.79% | +0.16% | +1.38% | |
| 36 | MTG | Mgic Investment CORP | 株式-金融 | 0.78% | — | +0.22% | |
| 37 | SNA | Snap-on INC | 株式-資本財 | 0.77% | — | +0.43% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | — | +73.34% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | -0.19% | -0.65% | |
| 40 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.69% | — | -0.42% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | +0.05% | -1.12% | |
| 42 | INGR | Ingredion INC | 株式-生活必需品 | 0.67% | — | +1.53% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +14.20% | |
| 44 | CF | Cf Industries Holdings INC | 株式-素材 | 0.66% | +0.19% | +1.64% | |
| 45 | AIG | American International Group | 株式-金融 | 0.65% | — | -1.58% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.65% | +0.13% | -43.17% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +0.73% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.03% | +133.83% | |
| 49 | HERD | Pacer Cash Cows Fund Of Fund | ETF-その他 | 0.62% | — | +4.90% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +175.09% |