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 | 8.34% | — | +0.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.82% | -0.25% | +0.72% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 6.76% | — | -7.15% | |
| 4 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 6.56% | — | -8.74% | |
| 5 | STEL | Stellar Bancorp INC | 株式-その他 | 5.79% | — | — | |
| 6 | PAVE | Global X US Infrastructure | ETF-その他 | 5.05% | +0.11% | -5.39% | |
| 7 | BSM | Black Stone Minerals LP | 株式-その他 | 4.95% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.97% | +1.50% | +3.13% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.60% | -0.25% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 3.56% | +0.27% | +0.10% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.56% | +0.05% | -5.24% | |
| 12 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 3.16% | — | -9.42% | |
| 13 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 3.09% | — | -8.25% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.06% | +0.10% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | — | +65.51% | |
| 16 | CRK | Comstock Resources INC | 株式-その他 | 1.48% | -0.17% | — | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.47% | +0.10% | -2.86% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.26% | -2.62% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | +0.05% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.97% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.06% | -1.80% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -1.48% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +0.07% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 0.72% | — | -2.01% | |
| 25 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.69% | +0.04% | -3.25% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.07% | -10.69% | |
| 27 | ENPH | Enphase Energy INC | 株式-IT | 0.67% | — | — | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.64% | +0.13% | -11.92% | |
| 29 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.58% | — | — | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | -0.61% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +0.30% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -13.18% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | — | — | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | — | +0.12% | |
| 35 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.47% | — | -38.51% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.47% | — | -0.07% | |
| 37 | HAL | Halliburton Co | 株式-エネルギー | 0.47% | — | +2.49% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.09% | EXIT | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.44% | — | +0.14% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | -0.07% | EXIT | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.43% | -0.12% | +18.69% | |
| 42 | FTI | TechnipFMC plc | 株式-エネルギー | 0.43% | — | -56.96% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | +0.85% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | +0.07% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +0.03% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +0.31% | |
| 47 | CGBD | Carlyle Secured Lending INC | 株式-その他 | 0.37% | — | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | +0.29% | |
| 49 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.36% | — | — | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.35% | — | — |