CIK: 0001765885
申告総資産額
$2.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 16.93% | -0.32% | +2.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.61% | -1.71% | -1.79% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.57% | — | -9.70% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.01% | -0.15% | -2.39% | |
| 5 | SYK | Stryker CORP | 株式-ヘルスケア | 2.46% | -0.14% | -0.85% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.46% | — | -2.45% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.35% | — | +35.80% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | +0.41% | -0.84% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.73% | +0.15% | +179.45% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.65% | -0.08% | -0.59% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.38% | — | -3.58% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.28% | +0.10% | +28.07% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.26% | — | +491.51% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.18% | +0.36% | +8.93% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.49% | -0.14% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | +0.14% | -0.48% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.05% | +0.09% | +3.11% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | +0.18% | -0.14% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | +0.20% | -0.49% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.01% | — | +14.36% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | — | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.27% | -0.05% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | — | -1.53% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.39% | -0.66% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -0.84% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -1.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.09% | -2.37% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -0.89% | |
| 29 | TYL | Tyler Technologies INC | 株式-IT | 0.83% | -0.14% | -2.55% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -0.09% | -1.86% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.72% | — | -3.52% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | — | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.65% | -0.07% | +0.01% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.22% | +0.26% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | +1.73% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.57% | — | -1.64% | |
| 37 | WHG | Westwood Holdings Group INC | 株式-その他 | 0.57% | — | — | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.56% | -0.10% | -1.49% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.56% | — | +1.19% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +4.11% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.53% | — | +0.02% | |
| 42 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.52% | -0.09% | -4.84% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | -1.98% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.50% | -0.19% | -1.31% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | -0.27% | EXIT | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -2.08% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | -0.66% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | — | -17.95% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.42% | — | +3.84% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.41% | — | -1.34% |