CIK: 0001801792
申告総資産額
$2.1億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 10.12% | -1.38% | -1.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.33% | -0.29% | -0.30% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.23% | -1.33% | -0.09% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.38% | -1.03% | +0.29% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 6.01% | -0.34% | +0.76% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.62% | -0.02% | -0.71% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 5.00% | -0.47% | -0.21% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.92% | -0.32% | +0.56% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 4.32% | — | +0.01% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.08% | -0.30% | -0.02% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.81% | +0.70% | +1.47% | |
| 12 | SO | Southern Co/the | 株式-公益事業 | 3.66% | +0.54% | +4.14% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 3.56% | -0.05% | -0.67% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.50% | +0.55% | -0.53% | |
| 15 | ITW | Illinois Tool Works | 株式-資本財 | 3.47% | +0.23% | +0.16% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.46% | +0.02% | +1.18% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.34% | +0.76% | +1.70% | |
| 18 | ADBE | Adobe INC | 株式-IT | 2.01% | — | +0.82% | |
| 19 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.85% | +0.52% | +3.61% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.85% | +0.31% | +2.74% | |
| 21 | PNC | Pnc Financial Services Group | 株式-金融 | 1.84% | +0.06% | +0.97% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.34% | — | -0.34% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.94% | — | +2.23% | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.75% | +0.02% | — | |
| 25 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.59% | — | +1.15% | |
| 26 | XEL | Xcel Energy INC | 株式-公益事業 | 0.46% | +0.05% | — | |
| 27 | MCHP | Microchip Technology INC | 株式-IT | 0.43% | — | — | |
| 28 | USB | US Bancorp | 株式-金融 | 0.32% | — | — | |
| 29 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.30% | — | — | |
| 30 | CSX | Csx CORP | 株式-資本財 | 0.29% | +0.06% | +44.85% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.26% | — | — | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.26% | +0.06% | +2.71% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | — | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | — | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.15% | -0.11% | EXIT | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.14% | +0.03% | — |