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 | 4.21% | -1.18% | +1.65% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.14% | -0.51% | -0.34% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.86% | +0.17% | -1.31% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.35% | -0.21% | -0.70% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.32% | +0.33% | -0.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.31% | +23.45% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.18% | +0.85% | -0.69% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 3.09% | +0.64% | -0.35% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.93% | -0.35% | -1.27% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.56% | -0.25% | -1.55% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.49% | -0.51% | -0.98% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.41% | +0.19% | -0.37% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.24% | -0.17% | -0.92% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 2.22% | +0.19% | — | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.15% | — | +0.13% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | -1.02% | +2.45% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.94% | — | +0.85% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.93% | -0.06% | -0.27% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.82% | — | -1.49% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.64% | -0.85% | -1.36% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.59% | -0.13% | +5.14% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | -0.27% | +0.92% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.54% | -0.46% | +0.14% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.52% | +1.23% | +35.92% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.52% | -0.28% | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.45% | — | -2.38% | |
| 27 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 1.43% | — | -1.84% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.37% | — | +56.02% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.36% | -0.39% | +3.14% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.31% | -0.15% | -0.50% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.26% | +0.16% | -2.62% | |
| 32 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.18% | +0.13% | -0.70% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.97% | +0.13% | -1.06% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.95% | -0.13% | +22.60% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.95% | -0.22% | -0.98% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.90% | — | -1.05% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.87% | — | -0.01% | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.82% | -0.11% | — | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | — | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.76% | — | +32.14% | |
| 42 | GIS | General Mills INC | 株式-生活必需品 | 0.72% | — | — | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | — | +148.00% | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.69% | — | — | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.67% | — | -1.52% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | — | |
| 47 | AXP | American Express Co | 株式-金融 | 0.60% | -0.22% | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | +7.87% | |
| 49 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.56% | — | -35.43% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +6.15% |