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 | 4.74% | -1.18% | +3.47% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.04% | +0.85% | -0.33% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.98% | +0.33% | +9.40% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.56% | +0.19% | +4.14% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.53% | -0.21% | +1.94% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 3.44% | +0.64% | +3.42% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.09% | -0.51% | +1.85% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.07% | -0.25% | -3.31% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.07% | +0.17% | +27.89% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.96% | -0.35% | -10.53% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.79% | — | +0.14% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 2.58% | -0.06% | +4.33% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.35% | +0.16% | -1.56% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.33% | -0.17% | +3.52% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.32% | — | +4.92% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 2.27% | +0.19% | -0.70% | |
| 17 | GIS | General Mills INC | 株式-生活必需品 | 2.21% | — | +2.78% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.05% | — | -0.55% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.97% | -0.46% | -1.27% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.96% | -0.51% | +1.37% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.31% | +0.33% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.79% | — | +16.95% | |
| 23 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.73% | +0.13% | +23.18% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.70% | -1.02% | -15.69% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.55% | -0.15% | -2.92% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.55% | -0.27% | +7.96% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.49% | -0.13% | +5.02% | |
| 28 | TFC | Truist Financial CORP | 株式-金融 | 1.43% | — | +6.27% | |
| 29 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.33% | — | -28.68% | |
| 30 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.23% | — | +3.04% | |
| 31 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.22% | — | +11.13% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | -0.28% | +0.24% | |
| 33 | WPC | Wp Carey INC | 株式-不動産 | 1.04% | — | -1.84% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | -0.22% | -6.66% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.98% | -0.11% | -4.10% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.98% | +0.13% | — | |
| 37 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.94% | — | -6.10% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.94% | — | -1.45% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +72.13% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.77% | — | -2.15% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | +5.87% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | +0.58% | -2.41% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +104.40% | |
| 44 | OGN | Organon & Co | 株式-ヘルスケア | 0.69% | — | +51.59% | |
| 45 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 0.68% | — | — | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.67% | — | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.67% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -4.23% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.67% | -0.13% | +59.78% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +22.98% |