CIK: 0001923053
申告総資産額
$2.0億
| # | 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 | JKHY | Jack Henry & Associates INC | 株式-IT | 19.97% | -3.71% | +2.50% | |
| 2 | WMT | Walmart INC | 株式-生活必需品 | 8.79% | -1.22% | +0.13% | |
| 3 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 7.34% | — | -0.07% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.19% | +0.21% | +0.24% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.84% | +0.19% | -9.73% | |
| 6 | TMFC | Motley Fool 100 Index ETF | ETF-大型株・グロース | 2.84% | +0.26% | +1.93% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.44% | — | +1.67% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.26% | +0.14% | +0.20% | |
| 9 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.14% | +0.64% | +5.32% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.34% | -0.36% | -7.23% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | -0.32% | -0.55% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.19% | +0.08% | +4.64% | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.10% | +0.07% | -0.13% | |
| 14 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.07% | — | -4.90% | |
| 15 | EMLP | First Trust North American E | ETF-その他 | 1.01% | — | +0.24% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | +0.11% | -2.95% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.91% | +0.20% | +7.14% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.90% | — | -0.77% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -0.96% | |
| 20 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.84% | +0.05% | +6.58% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.12% | +5.27% | |
| 22 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.79% | — | — | |
| 23 | GLW | Corning INC | 株式-IT | 0.77% | +0.57% | +6.11% | |
| 24 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.76% | -0.16% | +5.30% | |
| 25 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | +0.05% | +0.31% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.72% | +0.08% | — | |
| 27 | T | At&t INC | 株式-通信サービス | 0.72% | -0.25% | -2.96% | |
| 28 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | +0.05% | +0.85% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +0.27% | |
| 30 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.63% | — | +6.21% | |
| 31 | GE | General Electric | 株式-資本財 | 0.61% | +0.14% | -0.18% | |
| 32 | MU | Micron Technology INC | 株式-IT | 0.60% | +1.21% | +1.11% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | +0.17% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.58% | — | +0.14% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +0.72% | |
| 36 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.57% | -0.15% | — | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | +0.81% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.50% | — | +5.18% | |
| 39 | GEV | GE Vernova INC | 株式-資本財 | 0.49% | +0.13% | -0.38% | |
| 40 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型株・グロース | 0.48% | — | +6.71% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | +0.08% | +0.03% | |
| 42 | LRCX | Lam Research CORP | 株式-IT | 0.46% | +0.41% | +0.13% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | +0.85% | |
| 44 | FCUS | Pinnacle Focused Opport ETF | ETF-その他 | 0.45% | +0.45% | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.44% | — | +0.27% | |
| 46 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 0.44% | +0.08% | +23.40% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -1.77% | |
| 48 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.42% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +1.46% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.41% | — | +1.50% |