CIK: 0001730551
申告総資産額
$13.7億
上位200銘柄を表示中（全446銘柄）
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.81% | — | +6.11% | |
| 2 | WMT | Walmart INC | 株式-生活必需品 | 2.39% | — | +35.20% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 2.34% | — | +128.45% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.21% | — | +135.45% | |
| 5 | PM | Philip Morris International | 株式-生活必需品 | 2.12% | — | +4197.25% | |
| 6 | SO | Southern Co/the | 株式-公益事業 | 1.92% | — | +2997.72% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.80% | — | -7.08% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.78% | — | -22.20% | |
| 9 | EXC | Exelon CORP | 株式-公益事業 | 1.74% | — | +16.87% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.72% | — | +0.13% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 1.68% | — | +81.92% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 1.68% | — | -47.09% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | +53.76% | |
| 14 | SPG | Simon Property Group INC | 株式-不動産 | 1.60% | — | -18.19% | |
| 15 | MET | Metlife INC | 株式-金融 | 1.60% | — | -0.16% | |
| 16 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.58% | — | +54.09% | |
| 17 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.57% | — | -5.34% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.53% | — | +59.78% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.52% | — | -17.94% | |
| 20 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 1.15% | — | +0.99% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.15% | — | +0.19% | |
| 22 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.04% | — | +3.39% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.01% | — | +26.11% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.88% | — | +1394.37% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | -51.17% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.86% | — | +46.16% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | -46.39% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | -2.45% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | — | -51.90% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.84% | — | -26.24% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.84% | — | — | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.83% | — | — | |
| 33 | C | Citigroup INC | 株式-金融 | 0.83% | — | +17.54% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.81% | — | +7.55% | |
| 35 | COF | Capital One Financial CORP | 株式-金融 | 0.81% | — | -1.85% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +0.26% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | -0.51% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | -25.40% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | +6.31% | |
| 40 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.76% | — | +12.54% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | +0.95% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | +3.18% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -9.62% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.70% | — | -12.63% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +14.72% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | -58.76% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.68% | — | — | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | — | |
| 49 | USB | US Bancorp | 株式-金融 | 0.67% | — | — | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | -17.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +2.1% | +4197.25% | 増加 |
| 2 | SO | Southern Co/the | +1.9% | +2997.72% | 増加 |
| 3 | QCOM | Qualcomm INC | +1.3% | +128.45% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +135.45% | 増加 |
| 5 | T | At&t INC | +0.8% | +1394.37% | 増加 |
| 6 | WFC | Wells Fargo & Co | +0.8% | +81.92% | 増加 |
| 7 | WMT | Walmart INC | +0.7% | +35.20% | 増加 |
| 8 | PG | Procter & Gamble Co/the | +0.7% | +53.76% | 増加 |
| 9 | MCD | Mcdonald's CORP | +0.6% | +59.78% | 増加 |
| 10 | MDLZ | Mondelez International Inc-a | +0.6% | +54.09% | 増加 |
| 11 | LLY | Eli Lilly & Co | +0.3% | +46.16% | 増加 |
| 12 | INTC | Intel CORP | +0.2% | +26.11% | 増加 |
| 13 | EXC | Exelon CORP | +0.2% | +16.87% | 増加 |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +6.11% | 増加 |
| 15 | V | Visa Inc-class A Shares | -0.1% | -15.10% | 減少 |
| 16 | MA | Mastercard INC - A | -0.2% | -20.45% | 減少 |
| 17 | CSCO | Cisco Systems INC | -0.2% | -10.27% | 減少 |
| 18 | XLC | Ss Comm Select Sector Spdr | -0.2% | -50.01% | 減少 |
| 19 | META | Meta Platforms Inc-class A | -0.2% | -15.30% | 減少 |
| 20 | ALL | Allstate CORP | -0.3% | -26.24% | 減少 |
| 21 | SBUX | Starbucks CORP | -0.4% | -43.42% | 減少 |
| 22 | VZ | Verizon Communications INC | -0.4% | -22.20% | 減少 |
| 23 | USMV | Ishares Msci USA Min Vol Fac | -0.5% | -75.40% | 減少 |
| 24 | SPG | Simon Property Group INC | -0.5% | -18.19% | 減少 |
| 25 | PFE | Pfizer INC | -0.5% | -25.40% | 減少 |
| 26 | MO | Altria Group INC | -0.7% | -17.94% | 減少 |
| 27 | MRK | Merck & Co. INC. | -0.8% | -46.39% | 減少 |
| 28 | AMZN | Amazon.com INC | -0.8% | -52.16% | 減少 |
| 29 | KO | Coca-cola Co/the | -0.9% | -51.17% | 減少 |
| 30 | IBM | Intl Business Machines CORP | -0.9% | -51.90% | 減少 |
| 31 | COST | Costco Wholesale CORP | -0.9% | -58.76% | 減少 |
| 32 | TGT | Target CORP | -1% | -47.09% | 減少 |
| 33 | NEE | Nextera Energy INC | -2.5% | -98.00% | 減少 |
| 34 | ABBV | Abbvie INC | — | EXIT | 全売却 |
| 35 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 36 | AAPL | Apple INC | — | EXIT | 全売却 |
| 37 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 38 | COP | Conocophillips | — | NEW | 新規購入 |
| 39 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 40 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 41 | USB | US Bancorp | — | NEW | 新規購入 |
| 42 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 43 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 44 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 45 | AXP | American Express Co | — | NEW | 新規購入 |
| 46 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 47 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 48 | NFJ | Virtus Dividend, Interest & Premium Strategy Fund | — | EXIT | 全売却 |
| 49 | XAODX | Abrdn Total Dynamic Dividend | — | NEW | 新規購入 |
| 50 | XEMDX | Western Asset Emrg Mrkt Dbt | — | EXIT | 全売却 |