CIK: 0001853401
申告総資産額
$6.7億
| # | 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 | GIS | General Mills INC | 株式-生活必需品 | 7.39% | -0.39% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.96% | +0.26% | — | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.18% | — | — | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.00% | +0.27% | — | |
| 5 | D | Dominion Energy INC | 株式-公益事業 | 2.61% | +0.07% | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.39% | +0.09% | — | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.33% | — | — | |
| 8 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.32% | — | — | |
| 9 | SO | Southern Co/the | 株式-公益事業 | 2.28% | +0.16% | — | |
| 10 | TD | Toronto-dominion Bank | 株式-金融 | 2.14% | — | — | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.10% | +0.01% | — | |
| 12 | DUK | Duke Energy CORP | 株式-公益事業 | 2.08% | — | — | |
| 13 | ENB | Enbridge INC | 株式-エネルギー | 1.92% | — | — | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.90% | +0.10% | — | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | -0.58% | — | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.86% | — | — | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.79% | +0.41% | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.76% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.68% | +0.08% | — | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.60% | -0.19% | — | |
| 21 | UL | Unilever PLC | 株式-生活必需品 | 1.53% | — | — | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.50% | +0.05% | — | |
| 23 | WPC | Wp Carey INC | 株式-不動産 | 1.49% | — | — | |
| 24 | NTR | Nutrien LTD | 株式-素材 | 1.49% | -0.33% | — | |
| 25 | INTC | Intel CORP | 株式-IT | 1.46% | — | — | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.44% | — | — | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.43% | — | — | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 1.42% | +0.08% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.41% | +0.09% | — | |
| 30 | T | At&t INC | 株式-通信サービス | 1.39% | — | — | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 1.37% | -0.25% | — | |
| 32 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 1.35% | — | — | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.30% | -0.32% | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | -0.25% | — | |
| 35 | MS | Morgan Stanley | 株式-金融 | 1.24% | +0.14% | — | |
| 36 | CMI | Cummins INC | 株式-資本財 | 1.22% | — | — | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 1.18% | — | — | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.12% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | — | |
| 40 | PSA | Public Storage | 株式-不動産 | 1.04% | +0.20% | — | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.01% | — | — | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.99% | +0.06% | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.97% | +0.13% | — | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.91% | — | — | |
| 45 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.91% | -0.45% | — | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.84% | -0.28% | — | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | — | |
| 48 | PLD | Prologis INC | 株式-不動産 | 0.82% | — | — | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | — | — | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.76% | +0.13% | — |