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 | 8.24% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 7.48% | -0.25% | -0.02% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 7.09% | — | -13.29% | |
| 4 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 6.77% | — | -16.06% | |
| 5 | CBTXEUR | Cbtx INC | 株式-その他 | 5.97% | — | — | |
| 6 | PAVE | Global X US Infrastructure | ETF-その他 | 4.83% | +0.11% | -7.37% | |
| 7 | BSM | Black Stone Minerals LP | 株式-その他 | 4.77% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.84% | -0.60% | -2.45% | |
| 9 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 3.63% | — | -12.45% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.46% | +0.05% | — | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.16% | +1.50% | +1.40% | |
| 12 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 3.11% | — | -13.53% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.96% | +0.27% | +0.14% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | -0.26% | -2.27% | |
| 15 | CRK | Comstock Resources INC | 株式-その他 | 1.94% | -0.17% | +19.49% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | +0.06% | +0.10% | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.55% | +0.10% | -4.91% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.01% | — | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | +0.05% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | +41.65% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.07% | +2023.58% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.06% | -2.04% | |
| 24 | FTI | TechnipFMC plc | 株式-エネルギー | 0.79% | — | — | |
| 25 | ENPH | Enphase Energy INC | 株式-IT | 0.73% | — | — | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.72% | — | — | |
| 27 | ET | Energy Transfer LP | 株式-エネルギー | 0.70% | +0.13% | +0.29% | |
| 28 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.70% | — | +0.05% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.69% | +0.04% | +0.20% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -1.65% | |
| 31 | FVC | First Trust Dorsey Wright Dy | ETF-その他 | 0.58% | — | -3.14% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +0.14% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | -0.09% | EXIT | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | — | — | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.45% | — | +1.37% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +0.26% | |
| 37 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 0.41% | — | -5.65% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | -0.07% | EXIT | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -10.46% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.06% | — | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.38% | — | +0.16% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.37% | — | -3.39% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | -3.52% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | +0.12% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | +0.06% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +0.03% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | — | |
| 48 | DIV | Global X Superdividend Use | ETF-その他 | 0.34% | — | +0.72% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | +0.25% | |
| 50 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.32% | — | — |