CIK: 0001767040
申告総資産額
$2.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -1.18% | +1.39% | |
| 2 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.98% | -0.35% | -2.26% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.49% | +0.33% | +2.47% | |
| 4 | INTC | Intel CORP | 株式-IT | 3.08% | — | +1.81% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.60% | — | +0.99% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.44% | +0.19% | +1.67% | |
| 7 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.42% | +0.16% | +1.38% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.34% | +0.64% | +0.09% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.31% | — | +2.73% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.30% | — | +1.85% | |
| 11 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.18% | — | +9.29% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.13% | -0.25% | -2.28% | |
| 13 | BBTUSD | Bb&t CORP | 株式-その他 | 2.11% | — | +0.03% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 2.05% | -0.06% | -8.05% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 2.01% | -0.17% | +2.74% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.01% | -0.51% | +3.84% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.96% | +0.17% | +1.06% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.90% | +1.23% | +45.37% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.84% | -0.21% | +38.13% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.80% | -0.44% | EXIT | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.78% | +0.85% | +0.17% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.69% | — | +0.98% | |
| 23 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.68% | — | +20.59% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | +0.58% | +2.37% | |
| 25 | WY | Weyerhaeuser Co | 株式-不動産 | 1.54% | — | +0.44% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.45% | +0.19% | +46.91% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.31% | +6.90% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 1.38% | — | -0.58% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 1.36% | -0.27% | -5.13% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.32% | -0.15% | +1.32% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.32% | — | — | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 1.20% | +0.13% | -0.43% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.20% | -0.11% | -0.73% | |
| 34 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.18% | — | +3.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -1.02% | +26.49% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.01% | — | — | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.99% | -0.46% | +1.32% | |
| 38 | ✓ | 株式-その他 | 0.99% | — | -3.23% | ||
| 39 | GIS | General Mills INC | 株式-生活必需品 | 0.93% | — | -3.79% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.91% | — | +2.52% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.90% | — | +99.23% | |
| 42 | DOW | Dow INC | 株式-素材 | 0.83% | — | -4.27% | |
| 43 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.81% | — | +126.05% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | -1.78% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | -3.07% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.78% | -0.13% | +0.56% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | +21.48% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.74% | — | +11.84% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.72% | — | +2.82% | |
| 50 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.71% | — | -18.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.6% | +45.37% | 増加 |
| 2 | ABBV | Abbvie INC | +0.5% | +38.13% | 増加 |
| 3 | BP | Bp Plc-spons Adr | +0.5% | +243.04% | 増加 |
| 4 | VXUS | Vanguard Total Intl Stock | +0.4% | +99.23% | 増加 |
| 5 | HON | Honeywell International INC | +0.4% | +46.91% | 増加 |
| 6 | KHC | Kraft Heinz Co/the | +0.4% | +126.05% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +26.49% | 増加 |
| 8 | T | At&t INC | +0.3% | +2.73% | 増加 |
| 9 | WBA | Walgreens Boots Alliance INC | +0.3% | +20.59% | 増加 |
| 10 | PG | Procter & Gamble Co/the | +0.3% | +1.85% | 増加 |
| 11 | HD | Home Depot INC | +0.2% | +2.74% | 増加 |
| 12 | INTC | Intel CORP | +0.2% | +1.81% | 増加 |
| 13 | BMY | Bristol-myers Squibb Co | +0.2% | +21.48% | 増加 |
| 14 | AAPL | Apple INC | +0.2% | -2.28% | 減少 |
| 15 | LMT | Lockheed Martin CORP | +0.2% | +1.38% | 増加 |
| 16 | VRIG | Invesco Variable Rate Invest | +0.2% | +9.29% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +3.84% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | +1.39% | 増加 |
| 19 | BBTUSD | Bb&t CORP | +0.1% | +0.03% | 増加 |
| 20 | KO | Coca-cola Co/the | +0.1% | +1.06% | 増加 |
| 21 | LOW | Lowe's Cos INC | +0.1% | +1.32% | 増加 |
| 22 | PEP | Pepsico INC | +0.1% | +0.99% | 増加 |
| 23 | SO | Southern Co/the | +0.1% | -0.43% | 減少 |
| 24 | VZ | Verizon Communications INC | +0.1% | +2.37% | 増加 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.90% | 増加 |
| 26 | DUK | Duke Energy CORP | +0.1% | -0.58% | 減少 |
| 27 | WMT | Walmart INC | +0.1% | +6.33% | 増加 |
| 28 | WY | Weyerhaeuser Co | +0.1% | +0.44% | 増加 |
| 29 | DIS | Walt Disney Co/the | -0.1% | +0.98% | 増加 |
| 30 | CVX | Chevron CORP | -0.2% | +0.09% | 増加 |
| 31 | NSC | Norfolk Southern CORP | -0.2% | -0.73% | 減少 |
| 32 | XOM | Exxon Mobil CORP | -0.2% | +0.17% | 増加 |
| 33 | ABT | Abbott Laboratories | -0.2% | -2.26% | 減少 |
| 34 | R6C2 | Royal Dutch Shell-spon Adr-b | -0.2% | -14.63% | 減少 |
| 35 | PFE | Pfizer INC | -0.2% | -1.78% | 減少 |
| 36 | PNW | Pinnacle Financial Partners, Inc. | -0.2% | -34.77% | 減少 |
| 37 | JNJ | Johnson & Johnson | -0.2% | +2.47% | 増加 |
| 38 | AMLPUSD | Alerian Mlp ETF | -0.3% | -18.66% | 減少 |
| 39 | UNM | Unum Group | -0.3% | -26.48% | 減少 |
| 40 | RDS-A | Shell Plc-spon Adr-a | -0.3% | -29.18% | 減少 |
| 41 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.4% | -37.88% | 減少 |
| 42 | CSCO | Cisco Systems INC | -0.5% | -8.05% | 減少 |
| 43 | GLW | Corning INC | — | EXIT | 全売却 |
| 44 | PNR | Pentair plc | — | EXIT | 全売却 |
| 45 | CTVA | Corteva INC | — | EXIT | 全売却 |
| 46 | DOL | Wisdomtree Tr Dvlp Intnl-usd | — | EXIT | 全売却 |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | 新規購入 |
| 48 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 50 | CSTM | Constellium SE | — | EXIT | 全売却 |