CIK: 0001759271
申告総資産額
$6.1億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.95% | -0.81% | +14.50% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.03% | -0.23% | +4.21% | |
| 3 | GTM | Zoominfo Technologies INC | 株式-IT | 3.52% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | -0.17% | +5.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.54% | — | +3.12% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.36% | +16.95% | |
| 7 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.93% | -0.10% | — | |
| 8 | ✓ | Alphabet Inc. | 株式-その他 | 1.90% | -0.19% | +4.00% | |
| 9 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.71% | — | +8.19% | |
| 10 | ✓ | Regions Financial Corporation | 株式-その他 | 1.59% | — | +6.41% | |
| 11 | NRG | Nrg Energy INC | 株式-公益事業 | 1.55% | — | -4.36% | |
| 12 | ✓ | Penske Automotive Group, Inc. | 株式-その他 | 1.52% | +0.95% | NEW | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | +0.08% | -1.27% | |
| 14 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.44% | — | -0.32% | |
| 15 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.43% | — | -1.60% | |
| 16 | ✓ | Network Appliance INC Com | 株式-その他 | 1.43% | — | -2.92% | |
| 17 | ✓ | Broadcom Inc. | 株式-その他 | 1.39% | — | -0.85% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.38% | +0.07% | -1.18% | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 1.38% | — | -2.82% | |
| 20 | ✓ | Clearway Energy INC Cl C | 株式-その他 | 1.36% | +0.15% | -2.49% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.36% | -0.29% | -2.13% | |
| 22 | TNL | Travel + Leisure Co | 株式-一般消費財 | 1.35% | -0.12% | +30.24% | |
| 23 | ✓ | AbbVie Inc. | 株式-その他 | 1.35% | -0.14% | -1.47% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.15% | -0.40% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.34% | -0.30% | -21.59% | |
| 26 | ✓ | Exelon Corporation | 株式-その他 | 1.33% | — | -2.35% | |
| 27 | ✓ | AT & T, Inc. New | 株式-その他 | 1.32% | +0.25% | +19.98% | |
| 28 | ✓ | Verizon Communications Inc. | 株式-その他 | 1.30% | +0.34% | +2.50% | |
| 29 | STT | State Street CORP | 株式-金融 | 1.29% | -0.18% | -2.33% | |
| 30 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.29% | — | -2.86% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 1.29% | — | -2.67% | |
| 32 | FHN | First Horizon CORP | 株式-金融 | 1.28% | — | +11.37% | |
| 33 | ✓ | Duke Energy Corporation | 株式-その他 | 1.27% | +0.11% | -1.35% | |
| 34 | CMI | Cummins INC | 株式-資本財 | 1.27% | — | +13.48% | |
| 35 | HIG | Hartford Insurance Group INC | 株式-金融 | 1.27% | — | -2.17% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 1.25% | +0.36% | -4.12% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | +0.03% | +12.28% | |
| 38 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 1.23% | — | -23.59% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.21% | +0.09% | -3.13% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 1.19% | — | -21.45% | |
| 41 | ✓ | Altria Group, Inc. | 株式-その他 | 1.17% | +0.11% | -1.77% | |
| 42 | STLD | Steel Dynamics INC | 株式-素材 | 1.16% | — | -22.23% | |
| 43 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.15% | +0.07% | -2.45% | |
| 44 | HAS | Hasbro INC | 株式-一般消費財 | 1.13% | — | -2.07% | |
| 45 | ✓ | PPL Corporation | 株式-その他 | 1.13% | — | -1.75% | |
| 46 | EMN | Eastman Chemical Co | 株式-素材 | 1.12% | +0.24% | +6.17% | |
| 47 | LEG | Leggett & Platt INC | 株式-一般消費財 | 1.12% | — | -2.84% | |
| 48 | SNA | Snap-on INC | 株式-資本財 | 1.08% | — | -2.91% | |
| 49 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.06% | — | -0.53% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — |