CIK: 0001730126
申告総資産額
$3.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.69% | -1.11% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.26% | -2.13% | — | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 3.50% | +1.38% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.37% | -0.91% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.14% | -0.38% | — | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.97% | -0.43% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.94% | — | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.87% | +0.44% | — | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 2.75% | +0.04% | — | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.58% | — | — | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.35% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.14% | +1.12% | — | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.72% | +0.12% | — | |
| 14 | T | At&t INC | 株式-通信サービス | 1.72% | +0.08% | — | |
| 15 | INTC | Intel CORP | 株式-IT | 1.70% | — | — | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.57% | +0.15% | — | |
| 17 | AXP | American Express Co | 株式-金融 | 1.50% | — | — | |
| 18 | COP | Conocophillips | 株式-エネルギー | 1.50% | — | — | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.44% | +0.05% | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | — | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.25% | -0.26% | EXIT | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.16% | — | — | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.15% | — | — | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 1.12% | — | — | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.08% | — | — | |
| 26 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.02% | — | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.40% | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | — | |
| 29 | F | Ford Motor Co | 株式-一般消費財 | 0.90% | — | — | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.82% | -0.11% | — | |
| 31 | STC | Stewart Information Services | 株式-その他 | 0.81% | — | — | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | +0.09% | — | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.77% | — | — | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.77% | — | — | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | — | |
| 36 | ✓ | 株式-その他 | 0.76% | — | — | ||
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | -0.06% | EXIT | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.66% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | — | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.60% | +0.05% | — | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.60% | — | — | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | — | — | |
| 43 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.53% | — | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.50% | -0.39% | — | |
| 45 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.48% | — | — | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.47% | +0.12% | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | -0.09% | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.44% | — | — | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | — |