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 | 4.63% | -1.18% | +7.83% | |
| 2 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.85% | -0.35% | -0.84% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.68% | +0.33% | -0.39% | |
| 4 | INTC | Intel CORP | 株式-IT | 3.36% | — | -0.10% | |
| 5 | TFC | Truist Financial CORP | 株式-金融 | 3.14% | — | — | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.56% | +0.19% | +3.36% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.39% | — | -2.00% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.37% | +1.23% | +33.25% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.30% | -0.25% | -12.26% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.25% | — | +0.59% | |
| 11 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.21% | +0.16% | -2.39% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.21% | +0.64% | -1.07% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.21% | — | +1.63% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.21% | -0.51% | -1.36% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.02% | -0.21% | +0.00% | |
| 16 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.02% | — | -1.64% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.96% | -0.06% | +5.06% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.88% | +0.17% | +0.02% | |
| 19 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.84% | — | +85.08% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.79% | -0.17% | +0.69% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | — | — | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.68% | -0.44% | EXIT | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | +0.85% | -1.34% | |
| 24 | WY | Weyerhaeuser Co | 株式-不動産 | 1.57% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.48% | -0.31% | +0.87% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.58% | -0.88% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 1.42% | +0.19% | +0.10% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.35% | -0.15% | — | |
| 29 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.20% | -0.11% | -1.67% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -1.02% | +0.09% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 1.17% | — | -4.90% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 1.17% | -0.27% | -1.15% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 1.08% | -0.46% | +0.18% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 1.06% | +0.13% | -8.90% | |
| 35 | FHN | First Horizon CORP | 株式-金融 | 0.99% | — | +57.71% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.96% | — | +5.81% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.94% | — | — | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | -0.93% | |
| 39 | DOW | Dow INC | 株式-素材 | 0.89% | — | +0.00% | |
| 40 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.88% | — | +0.49% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.85% | — | -0.10% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.82% | — | +32.67% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | -13.95% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.80% | -0.13% | +0.97% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | -0.22% | +0.35% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | -6.33% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -8.47% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.70% | — | +8.29% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.67% | — | -13.78% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.66% | -0.22% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | 6D8 | Dupont De Nemours INC | +0.7% | +85.08% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.6% | +7.83% | 増加 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.5% | +33.25% | 増加 |
| 4 | FHN | First Horizon CORP | +0.3% | +57.71% | 増加 |
| 5 | INTC | Intel CORP | +0.3% | -0.10% | 減少 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +128.00% | 増加 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.39% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.36% | 減少 |
| 9 | ABBV | Abbvie INC | +0.2% | +0.00% | 増加 |
| 10 | AAPL | Apple INC | +0.2% | -12.26% | 減少 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +26.67% | 増加 |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +73.55% | 増加 |
| 13 | MRK | Merck & Co. INC. | +0.1% | +3.36% | 増加 |
| 14 | AMLPUSD | Alerian Mlp ETF | +0.1% | +32.67% | 増加 |
| 15 | QCOM | Qualcomm INC | +0.1% | +0.18% | 増加 |
| 16 | BAC | Bank Of America CORP | +0.1% | +0.35% | 増加 |
| 17 | DIS | Walt Disney Co/the | +0.1% | — | 変化なし |
| 18 | KHC | Kraft Heinz Co/the | +0.1% | +0.49% | 増加 |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +5.81% | 増加 |
| 20 | DOW | Dow INC | +0.1% | +0.00% | 増加 |
| 21 | PNW | Pinnacle Financial Partners, Inc. | +0.1% | +8.88% | 増加 |
| 22 | LLY | Eli Lilly & Co | +0.1% | — | 変化なし |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +0.87% | 増加 |
| 24 | WY | Weyerhaeuser Co | 0% | — | 変化なし |
| 25 | LOW | Lowe's Cos INC | 0% | — | 変化なし |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +0.09% | 増加 |
| 27 | MO | Altria Group INC | 0% | -6.05% | 減少 |
| 28 | BMY | Bristol-myers Squibb Co | 0% | -13.95% | 減少 |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | 0% | +0.97% | 増加 |
| 30 | UNP | Union Pacific CORP | 0% | -0.83% | 減少 |
| 31 | NSC | Norfolk Southern CORP | — | -1.67% | 減少 |
| 32 | HON | Honeywell International INC | 0% | +0.10% | 増加 |
| 33 | T | At&t INC | -0.1% | +0.59% | 増加 |
| 34 | ABT | Abbott Laboratories | -0.1% | -0.84% | 減少 |
| 35 | SO | Southern Co/the | -0.1% | -8.90% | 減少 |
| 36 | MMM | 3m Co | -0.2% | -22.96% | 減少 |
| 37 | IBM | Intl Business Machines CORP | -0.2% | -1.15% | 減少 |
| 38 | DUK | Duke Energy CORP | -0.2% | -4.90% | 減少 |
| 39 | HD | Home Depot INC | -0.2% | +0.69% | 増加 |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | -60.00% | 減少 |
| 41 | WBA | Walgreens Boots Alliance INC | -1.4% | -83.16% | 減少 |
| 42 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 43 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 46 | LNC | Lincoln National CORP | — | EXIT | 全売却 |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 48 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 49 | PSX | Phillips 66 | — | NEW | 新規購入 |
| 50 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |