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 | AAPL | Apple INC | 株式-IT | 9.33% | -0.25% | +0.76% | |
| 2 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 9.23% | — | -0.22% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 6.05% | — | -20.78% | |
| 4 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 6.05% | — | -12.51% | |
| 5 | PAVE | Global X US Infrastructure | ETF-その他 | 5.28% | +0.11% | -8.67% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.95% | +0.05% | +31.06% | |
| 7 | BSM | Black Stone Minerals LP | 株式-その他 | 4.93% | — | +0.18% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.89% | -0.60% | +0.13% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.22% | +1.50% | +0.09% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 3.39% | +0.27% | -1.86% | |
| 11 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 3.23% | — | -14.37% | |
| 12 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-その他 | 2.93% | — | -16.54% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | -0.26% | +4.45% | |
| 14 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.69% | +0.10% | +0.37% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.06% | +0.11% | |
| 16 | CRK | Comstock Resources INC | 株式-その他 | 1.25% | -0.17% | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | +0.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.06% | +2.32% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.07% | +6.22% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 0.89% | — | +2.33% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.12% | — | |
| 23 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.74% | +0.04% | +2.86% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | -61.14% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +0.09% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -0.92% | |
| 27 | ENPH | Enphase Energy INC | 株式-IT | 0.57% | — | — | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +2.90% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.56% | — | -2.35% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +0.22% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | — | +0.08% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | — | — | |
| 33 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.51% | — | +0.10% | |
| 34 | ET | Energy Transfer LP | 株式-エネルギー | 0.48% | +0.13% | -32.86% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | -0.09% | EXIT | |
| 36 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.45% | — | — | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | — | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | -6.72% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | -0.07% | EXIT | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +0.25% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -11.44% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +0.03% | |
| 43 | HAL | Halliburton Co | 株式-エネルギー | 0.40% | — | +0.35% | |
| 44 | CGBD | Carlyle Secured Lending INC | 株式-その他 | 0.38% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.06% | -20.96% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | +0.05% | +0.04% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.03% | — | |
| 48 | MCHP | Microchip Technology INC | 株式-IT | 0.34% | — | — | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.34% | — | — | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | +0.27% |