CIK: 0002012356
申告総資産額
$1.9億
| # | 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 | STXF | Strive 500 ETF | ETF-その他 | 3.53% | +0.02% | -1.82% | |
| 2 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.53% | — | +15.42% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.99% | — | +1.47% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.69% | — | +0.84% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.59% | — | +9.92% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.07% | — | -1.18% | |
| 7 | CAT | Caterpillar INC | 株式-資本財 | 2.06% | +0.96% | +8.10% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.96% | — | -1.10% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.94% | — | +0.56% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | — | +7.01% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.82% | — | +3.22% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | — | +13.10% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.78% | — | +1.81% | |
| 14 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 1.77% | — | +0.69% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.75% | +0.33% | -36.20% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.66% | +8.70% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.74% | — | -0.99% | |
| 18 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.61% | — | +7.96% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.61% | — | +10.21% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.60% | +0.52% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | — | +8.70% | |
| 22 | GGG | Graco INC | 株式-資本財 | 1.58% | — | +38.09% | |
| 23 | SNPS | Synopsys INC | 株式-IT | 1.57% | — | +9.77% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | -0.82% | +11.95% | |
| 25 | STXE | Strive Em Markets Ex-china | ETF-新興国市場 | 1.55% | — | -1.05% | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.49% | — | +9.53% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.48% | +0.11% | +7.63% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.44% | — | +1062.79% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.36% | — | +11.88% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.34% | — | +0.77% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.31% | — | +11.43% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.30% | +0.98% | NEW | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.28% | — | +6.71% | |
| 34 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.18% | — | +6.13% | |
| 35 | TT | Trane Technologies plc | 株式-資本財 | 1.18% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 1.15% | — | — | |
| 37 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.09% | — | -0.85% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | +0.53% | +606.13% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 1.03% | — | +9.68% | |
| 40 | STLD | Steel Dynamics INC | 株式-素材 | 1.02% | — | +8.18% | |
| 41 | APO | Apollo Global Management INC | 株式-金融 | 1.00% | — | +9.34% | |
| 42 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.99% | — | -3.99% | |
| 43 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.94% | — | +10.75% | |
| 44 | ENSG | Ensign Group Inc/the | 株式-ヘルスケア | 0.93% | — | +9.68% | |
| 45 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.86% | — | +12.61% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.86% | — | — | |
| 47 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 0.83% | — | -0.59% | |
| 48 | AWK | American Water Works Co INC | 株式-公益事業 | 0.79% | — | +10.32% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.79% | — | +15.29% | |
| 50 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.77% | — | +11.42% |