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 | 8.96% | — | — | |
| 2 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 8.05% | — | -0.03% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 7.74% | — | -0.50% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.81% | -0.25% | -0.53% | |
| 5 | CBTXEUR | Cbtx INC | 株式-その他 | 4.99% | — | — | |
| 6 | PAVE | Global X US Infrastructure | ETF-その他 | 4.73% | +0.11% | -2.55% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.60% | +0.24% | |
| 8 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 3.89% | — | +0.84% | |
| 9 | BSM | Black Stone Minerals LP | 株式-その他 | 3.83% | — | — | |
| 10 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 3.53% | — | -0.25% | |
| 11 | ARKK | Ark Innovation ETF | ETF-その他 | 3.33% | — | -3.46% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.81% | +1.50% | -14.64% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.73% | +0.27% | -0.32% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.26% | +2536.13% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | +0.06% | +0.09% | |
| 16 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.53% | +0.10% | +0.35% | |
| 17 | CRK | Comstock Resources INC | 株式-その他 | 1.04% | -0.17% | +10.83% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.93% | — | -10.26% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | — | +0.06% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.07% | -2.35% | |
| 21 | VLY | Valley National Bancorp | 株式-金融 | 0.82% | — | -15.20% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.06% | -1.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -2.17% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | -1.63% | |
| 25 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.67% | — | -9.94% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | — | |
| 27 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.63% | +0.04% | -3.70% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +79.03% | |
| 29 | ET | Energy Transfer LP | 株式-エネルギー | 0.58% | +0.13% | +70.07% | |
| 30 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.56% | — | — | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +0.14% | |
| 32 | FTI | TechnipFMC plc | 株式-エネルギー | 0.52% | — | — | |
| 33 | ENPH | Enphase Energy INC | 株式-IT | 0.47% | — | -19.69% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | -0.09% | EXIT | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | — | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.43% | — | -0.39% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +1.04% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.06% | +3.18% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | +0.12% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | -0.07% | EXIT | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +0.30% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | +0.40% | |
| 43 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.40% | — | -9.26% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +0.03% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.36% | -0.12% | +2.09% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | +0.08% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | -4.86% | |
| 49 | HAL | Halliburton Co | 株式-エネルギー | 0.35% | — | -13.12% | |
| 50 | DIV | Global X Superdividend Use | ETF-その他 | 0.34% | — | -0.01% |