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 | 4.65% | -0.39% | -2.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.04% | +0.26% | +1.63% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.10% | +0.01% | +3.30% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.70% | +0.27% | +2.73% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 2.62% | -0.41% | -1.00% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.51% | +0.10% | -8.17% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 2.42% | +0.41% | -2.18% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.25% | +0.08% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | — | -3.14% | |
| 10 | ENB | Enbridge INC | 株式-エネルギー | 1.99% | — | -1.01% | |
| 11 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.93% | — | -1.31% | |
| 12 | EMR | Emerson Electric Co | 株式-資本財 | 1.89% | +0.05% | +3.62% | |
| 13 | MS | Morgan Stanley | 株式-金融 | 1.89% | +0.14% | -2.48% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | — | +4.80% | |
| 15 | EVRG | Evergy INC | 株式-公益事業 | 1.80% | — | +4.61% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.75% | — | +2.29% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.68% | -0.58% | +2.32% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.65% | -0.25% | +0.96% | |
| 19 | KR | Kroger Co | 株式-生活必需品 | 1.56% | -0.37% | +16.60% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.55% | +0.09% | -0.45% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.53% | — | +5.23% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.52% | — | -1.17% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.50% | — | -2.35% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.47% | — | +0.24% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 1.47% | +0.16% | -1.81% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.40% | +0.08% | +1.42% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | +0.26% | +1.92% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 1.37% | +0.07% | -1.82% | |
| 29 | NTR | Nutrien LTD | 株式-素材 | 1.35% | -0.33% | -2.50% | |
| 30 | CMI | Cummins INC | 株式-資本財 | 1.33% | — | +1.37% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.33% | — | +9.88% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 1.30% | +0.13% | -0.95% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.30% | +0.09% | +2.42% | |
| 34 | UL | Unilever PLC | 株式-生活必需品 | 1.29% | — | -4.37% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.28% | -0.19% | +4.82% | |
| 36 | CB | Chubb Limited | 株式-金融 | 1.25% | — | +0.47% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 1.23% | -0.25% | +8.60% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.22% | — | -1.83% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | +0.27% | +1.91% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.17% | +0.08% | +1.66% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 1.16% | +0.06% | -3.84% | |
| 42 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.09% | — | +16.20% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | +0.09% | +1.98% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | +0.02% | |
| 45 | ADBE | Adobe INC | 株式-IT | 1.01% | -0.18% | +6.10% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.98% | +0.13% | +1.60% | |
| 47 | PSA | Public Storage | 株式-不動産 | 0.97% | +0.20% | +0.84% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.93% | -0.32% | +0.49% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | -0.77% | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.87% | -0.23% | -0.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.6% | NEW | 新規購入 |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.80% | 減少 |
| 3 | WFC | Wells Fargo & Co | +0.5% | NEW | 新規購入 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | NEW | 新規購入 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +1.63% | 増加 |
| 6 | AVGO | Broadcom INC | +0.4% | -3.84% | 減少 |
| 7 | EMR | Emerson Electric Co | +0.4% | +3.62% | 増加 |
| 8 | VV | Vanguard Large-cap ETF | +0.4% | +3.30% | 増加 |
| 9 | LNWO | Light & Wonder INC | +0.3% | NEW | 新規購入 |
| 10 | KR | Kroger Co | +0.3% | +16.60% | 増加 |
| 11 | MS | Morgan Stanley | +0.3% | -2.48% | 減少 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -3.14% | 減少 |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -1.31% | 減少 |
| 14 | CAT | Caterpillar INC | +0.2% | +1.91% | 増加 |
| 15 | CSCO | Cisco Systems INC | +0.2% | -2.18% | 減少 |
| 16 | IBM | Intl Business Machines CORP | +0.2% | -8.17% | 減少 |
| 17 | FCX | Freeport-mcmoran INC | +0.2% | +18.46% | 増加 |
| 18 | NTR | Nutrien LTD | +0.2% | -2.50% | 減少 |
| 19 | TXN | Texas Instruments INC | +0.1% | -0.95% | 減少 |
| 20 | NKE | Nike INC -cl B | +0.1% | +9.84% | 増加 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.98% | 増加 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.60% | 増加 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.02% | 増加 |
| 24 | AMAT | Applied Materials INC | +0.1% | -0.47% | 減少 |
| 25 | EVRG | Evergy INC | +0.1% | +4.61% | 増加 |
| 26 | CMI | Cummins INC | +0.1% | +1.37% | 増加 |
| 27 | ADBE | Adobe INC | +0.1% | +6.10% | 増加 |
| 28 | VO | Vanguard Mid-cap ETF | +0.1% | +3.16% | 増加 |
| 29 | HROW | Harrow INC | +0.1% | NEW | 新規購入 |
| 30 | SCCO | Southern Copper CORP | 0% | +0.96% | 増加 |
| 31 | AMGN | Amgen INC | -0.1% | -6.02% | 減少 |
| 32 | GPK | Graphic Packaging Holding Co | -0.1% | +16.20% | 増加 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | +5.23% | 増加 |
| 34 | LYB | LyondellBasell Industries N.V. | -0.1% | +8.13% | 増加 |
| 35 | DUK | Duke Energy CORP | -0.1% | -1.17% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | +4.80% | 増加 |
| 37 | PFE | Pfizer INC | -0.1% | -2.35% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +0.24% | 増加 |
| 39 | MCD | Mcdonald's CORP | -0.1% | +0.96% | 増加 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -39.18% | 減少 |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -3.61% | 減少 |
| 42 | AAPL | Apple INC | -0.2% | -0.45% | 減少 |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -1.83% | 減少 |
| 44 | VZ | Verizon Communications INC | -0.2% | -1.00% | 減少 |
| 45 | CVX | Chevron CORP | -0.3% | +2.32% | 増加 |
| 46 | ABBV | Abbvie INC | -0.3% | +2.73% | 増加 |
| 47 | BMY | Bristol-myers Squibb Co | -0.4% | +4.82% | 増加 |
| 48 | UNH | Unitedhealth Group INC | -0.6% | EXIT | 全売却 |
| 49 | GIS | General Mills INC | -0.9% | -2.02% | 減少 |
| 50 | GILD | Gilead Sciences INC | -1.6% | EXIT | 全売却 |