CIK: 0001844568
申告総資産額
$2.8億
| # | 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 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 8.22% | — | +6.71% | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 7.51% | — | +0.55% | |
| 3 | ARKK | Ark Innovation ETF | ETF-その他 | 7.28% | — | -2.08% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 7.08% | — | +0.24% | |
| 5 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 6.39% | — | -3.16% | |
| 6 | AAPL | Apple INC | 株式-IT | 6.28% | -0.25% | -0.57% | |
| 7 | PAVE | Global X US Infrastructure | ETF-その他 | 5.26% | +0.11% | -2.12% | |
| 8 | CBTXEUR | Cbtx INC | 株式-その他 | 4.15% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 4.11% | -0.60% | -0.79% | |
| 10 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 3.71% | — | +0.88% | |
| 11 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 3.41% | — | +1.31% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.28% | +1.50% | -3.41% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.71% | +0.27% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.26% | -0.76% | |
| 15 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.39% | — | -7.47% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | +0.06% | -0.49% | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.11% | +0.10% | +0.35% | |
| 18 | VLY | Valley National Bancorp | 株式-金融 | 1.00% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.06% | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.07% | -0.86% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.06% | +8.13% | |
| 23 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.71% | — | -1.24% | |
| 24 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.69% | — | -9.19% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | — | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | -0.11% | — | |
| 27 | ENPH | Enphase Energy INC | 株式-IT | 0.61% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | — | |
| 29 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.56% | — | -9.12% | |
| 30 | FTI | TechnipFMC plc | 株式-エネルギー | 0.55% | — | — | |
| 31 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.52% | +0.04% | +0.57% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.12% | +2.98% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.51% | — | — | |
| 34 | CRK | Comstock Resources INC | 株式-その他 | 0.51% | -0.17% | — | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | — | |
| 36 | CGBD | Carlyle Secured Lending INC | 株式-その他 | 0.41% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | -0.07% | EXIT | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.37% | — | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | — | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | -2.63% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.34% | — | +0.02% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.34% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +0.19% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | -4.53% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | +0.03% | |
| 47 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 0.30% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | -0.09% | EXIT | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | — | +0.12% | |
| 50 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.28% | — | — |