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 | 7.17% | -0.39% | +15.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.34% | +0.26% | +5.67% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.77% | +0.27% | +0.38% | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 2.63% | +0.10% | +0.81% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.62% | +0.01% | +2.87% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.06% | +0.08% | -7.38% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.02% | +0.09% | -6.01% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.98% | -0.41% | +5.13% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 1.93% | +0.41% | +3.06% | |
| 10 | ENB | Enbridge INC | 株式-エネルギー | 1.79% | — | +4.27% | |
| 11 | DUK | Duke Energy CORP | 株式-公益事業 | 1.78% | — | +1.14% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.73% | — | +3.78% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | — | +0.94% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.70% | — | +1.78% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.69% | — | +3.96% | |
| 16 | UL | Unilever PLC | 株式-生活必需品 | 1.67% | — | +0.38% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.66% | — | +4.70% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | +2.99% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.62% | -0.25% | +4.32% | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.62% | -0.25% | +1.82% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | -0.58% | +1.97% | |
| 22 | MS | Morgan Stanley | 株式-金融 | 1.59% | +0.14% | +1.88% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.57% | — | +2.35% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.55% | +0.08% | +2.89% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 1.54% | +0.16% | +0.28% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.51% | +0.26% | +4.48% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.51% | — | +2.05% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 1.44% | +0.07% | +2.10% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.43% | — | +2.01% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 1.41% | +0.13% | +1.33% | |
| 31 | CMI | Cummins INC | 株式-資本財 | 1.36% | — | +0.84% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 1.35% | +0.05% | +3.24% | |
| 33 | EVRG | Evergy INC | 株式-公益事業 | 1.35% | — | +4.34% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.29% | -0.19% | +2.14% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 1.27% | +0.27% | +1.86% | |
| 36 | PSA | Public Storage | 株式-不動産 | 1.25% | +0.20% | -1.11% | |
| 37 | CB | Chubb Limited | 株式-金融 | 1.24% | — | +4.25% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.20% | — | +1.34% | |
| 39 | NTR | Nutrien LTD | 株式-素材 | 1.17% | -0.33% | +1.72% | |
| 40 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.06% | — | +3.71% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.05% | +0.08% | +12.43% | |
| 42 | ADBE | Adobe INC | 株式-IT | 1.04% | -0.18% | +3.07% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | — | -4.96% | |
| 44 | BCE | Bce INC | 株式-通信サービス | 0.95% | — | +0.56% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | +0.09% | +6.67% | |
| 46 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.92% | +0.40% | +1.69% | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.89% | -0.28% | +2.04% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | +1.21% | |
| 49 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.86% | -0.45% | +2.57% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | +2.46% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GIS | General Mills INC | +1.2% | +15.06% | 増加 |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +0.81% | 増加 |
| 3 | MCD | Mcdonald's CORP | +0.2% | +4.32% | 増加 |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +2.14% | 増加 |
| 5 | HD | Home Depot INC | +0.2% | +4.48% | 増加 |
| 6 | PSA | Public Storage | +0.1% | -1.11% | 減少 |
| 7 | EVRG | Evergy INC | +0.1% | +4.34% | 増加 |
| 8 | GILD | Gilead Sciences INC | +0.1% | +1.34% | 増加 |
| 9 | ENB | Enbridge INC | +0.1% | +4.27% | 増加 |
| 10 | MDT | Medtronic plc | +0.1% | +4.70% | 増加 |
| 11 | ABBV | Abbvie INC | +0.1% | +0.38% | 増加 |
| 12 | D | Dominion Energy INC | +0.1% | +2.10% | 増加 |
| 13 | UL | Unilever PLC | +0.1% | +0.38% | 増加 |
| 14 | CAT | Caterpillar INC | +0.1% | +1.86% | 増加 |
| 15 | CCI | Crown Castle INC | +0.1% | +7.51% | 増加 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.14% | 増加 |
| 17 | CMI | Cummins INC | +0.1% | +0.84% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +3.06% | 増加 |
| 19 | SO | Southern Co/the | +0.1% | +0.28% | 増加 |
| 20 | CB | Chubb Limited | +0.1% | +4.25% | 増加 |
| 21 | NEE | Nextera Energy INC | +0.1% | +1.21% | 増加 |
| 22 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +17.11% | 増加 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.67% | 増加 |
| 24 | VZ | Verizon Communications INC | +0.1% | +5.13% | 増加 |
| 25 | GPK | Graphic Packaging Holding Co | +0.1% | +3.71% | 増加 |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +12.43% | 増加 |
| 27 | UNH | Unitedhealth Group INC | +0.1% | +2.46% | 増加 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.67% | 増加 |
| 29 | JNJ | Johnson & Johnson | 0% | +1.78% | 増加 |
| 30 | PLD | Prologis INC | 0% | +2.22% | 増加 |
| 31 | MA | Mastercard INC - A | 0% | +3.47% | 増加 |
| 32 | WMT | Walmart INC | 0% | -1.00% | 減少 |
| 33 | UNP | Union Pacific CORP | 0% | +2.89% | 増加 |
| 34 | WPC | Wp Carey INC | 0% | -0.54% | 減少 |
| 35 | AVB | Avalonbay Communities INC | — | +1.69% | 増加 |
| 36 | SCCO | Southern Copper CORP | 0% | +2.97% | 増加 |
| 37 | MS | Morgan Stanley | 0% | +1.88% | 増加 |
| 38 | PG | Procter & Gamble Co/the | 0% | +2.99% | 増加 |
| 39 | TXN | Texas Instruments INC | -0.1% | +1.33% | 増加 |
| 40 | VV | Vanguard Large-cap ETF | -0.1% | +2.87% | 増加 |
| 41 | PFE | Pfizer INC | -0.1% | +3.78% | 増加 |
| 42 | TGT | Target CORP | -0.1% | +1.82% | 増加 |
| 43 | GE | General Electric | -0.1% | EXIT | 全売却 |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +0.94% | 増加 |
| 45 | AMAT | Applied Materials INC | -0.1% | -2.99% | 減少 |
| 46 | ENTG | Entegris INC | -0.2% | -49.50% | 減少 |
| 47 | BP | Bp Plc-spons Adr | -0.2% | +2.04% | 増加 |
| 48 | MRK | Merck & Co. INC. | -0.3% | +2.35% | 増加 |
| 49 | SCHW | Schwab (charles) CORP | -0.3% | +2.01% | 増加 |
| 50 | MSFT | Microsoft CORP | -0.5% | -7.38% | 減少 |