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 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.79% | — | +1.25% | |
| 2 | STXF | Strive 500 ETF | ETF-その他 | 3.35% | +0.02% | -2.58% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.92% | — | +5.17% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.60% | — | +1.13% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.37% | — | +2.81% | |
| 6 | CAT | Caterpillar INC | 株式-資本財 | 2.31% | +0.96% | +3.15% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.93% | — | -2.29% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.92% | — | +4.26% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-その他 | 1.91% | — | -0.62% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | +5.91% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 1.74% | — | +2.08% | |
| 12 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 1.71% | — | +3.41% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | +3.74% | |
| 14 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.63% | +0.52% | NEW | |
| 15 | GGG | Graco INC | 株式-資本財 | 1.61% | — | — | |
| 16 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.60% | — | +4.33% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | — | +2.87% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.57% | — | +2.38% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.56% | — | -2.04% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.55% | — | +3.48% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.54% | +0.98% | NEW | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.66% | +2.27% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.45% | — | +5.29% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.45% | +0.11% | -4.17% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.45% | +0.33% | +4.71% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.44% | — | +31.59% | |
| 27 | STXE | Strive Em Markets Ex-china | ETF-新興国市場 | 1.43% | — | -2.28% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.43% | — | +18.11% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | -0.82% | +4.33% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.41% | — | +4.39% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | +0.53% | +32.04% | |
| 32 | SNPS | Synopsys INC | 株式-IT | 1.32% | — | +6.81% | |
| 33 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.29% | — | +2.63% | |
| 34 | TT | Trane Technologies plc | 株式-資本財 | 1.29% | — | — | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.29% | — | +6.44% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.28% | — | -2.24% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 1.12% | — | -14.71% | |
| 38 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.05% | — | -0.02% | |
| 39 | APO | Apollo Global Management INC | 株式-金融 | 1.04% | — | +6.91% | |
| 40 | ENSG | Ensign Group Inc/the | 株式-ヘルスケア | 1.04% | — | +3.58% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-その他 | 1.00% | — | +0.58% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.97% | — | +4.73% | |
| 43 | STLD | Steel Dynamics INC | 株式-素材 | 0.97% | — | +6.08% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.87% | — | +5.77% | |
| 45 | PLD | Prologis INC | 株式-不動産 | 0.87% | — | +5.68% | |
| 46 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.85% | — | +7.43% | |
| 47 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.81% | — | +61.67% | |
| 48 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.80% | — | +7.70% | |
| 49 | GTLS | Chart Industries INC | 株式-資本財 | 0.79% | — | +62.87% | |
| 50 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 0.78% | — | -0.14% |