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 | 5.49% | -1.18% | -0.59% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.07% | -0.51% | -0.39% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.02% | +0.19% | -0.10% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.77% | +0.17% | -0.62% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.65% | +0.85% | -6.86% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.51% | +0.33% | +0.04% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.35% | -0.21% | -0.30% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 3.17% | +0.64% | +1.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.85% | -1.02% | +8.08% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.83% | -0.35% | -1.56% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.78% | -0.17% | -3.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.59% | -0.31% | -0.26% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.57% | — | +1.78% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.42% | -0.25% | -7.08% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 2.35% | +0.19% | +4.59% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.11% | — | +3.85% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 2.06% | -0.51% | +200.42% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 2.01% | -0.46% | — | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.86% | -0.28% | -1.32% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | -0.20% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.68% | -0.15% | -0.97% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.62% | -0.27% | -2.31% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.59% | -0.13% | -5.85% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.55% | +0.16% | -26.79% | |
| 25 | GIS | General Mills INC | 株式-生活必需品 | 1.52% | — | -3.10% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.51% | -0.06% | -13.81% | |
| 27 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 1.49% | — | +0.37% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.40% | -0.39% | +3.06% | |
| 29 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.25% | +0.13% | +22.33% | |
| 30 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.21% | -0.85% | — | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.18% | — | +92.03% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.05% | — | — | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.01% | -0.11% | -11.35% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.98% | -0.22% | -3.77% | |
| 35 | TFC | Truist Financial CORP | 株式-金融 | 0.90% | — | -7.29% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.87% | +0.13% | -2.08% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.81% | — | — | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | — | |
| 39 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.73% | — | -37.33% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | -4.42% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | -0.13% | +5.40% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.70% | — | -7.65% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.67% | -0.22% | -8.38% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.66% | — | -10.46% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.65% | — | — | |
| 46 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 0.61% | — | -3.70% | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.55% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -13.33% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.52% | — | — | |
| 50 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.52% | — | — |