CIK: 0001763409
申告総資産額
$8.0億
| # | 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 | UNP | Union Pacific CORP | 株式-資本財 | 19.75% | — | -5.28% | |
| 2 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 8.83% | — | -50.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.21% | — | -9.53% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.55% | — | — | |
| 5 | WSO | Watsco INC | 株式-資本財 | 5.30% | -0.09% | EXIT | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 5.18% | — | -57.86% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.17% | — | -16.44% | |
| 8 | T | At&t INC | 株式-通信サービス | 4.82% | — | +2204.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -0.07% | +139.90% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.30% | +2.04% | +1104.24% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.66% | — | +124.27% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.31% | — | -12.30% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | -1.42% | -2.16% | |
| 14 | BX | Blackstone INC | 株式-金融 | 1.66% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | — | +21.17% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.63% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | — | +195.82% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.30% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | +2.24% | — | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | — | +134.64% | |
| 21 | ADBE | Adobe INC | 株式-IT | 0.70% | — | -15.01% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | — | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | +8.78% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | +257.30% | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.57% | — | -15.00% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -15.06% | |
| 28 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.53% | — | — | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.50% | — | — | |
| 30 | RTN1USD | Raytheon Company | 株式-その他 | 0.49% | — | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | -15.01% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | -15.00% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.39% | -0.65% | -4.94% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.34% | — | -15.00% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.33% | — | -14.99% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | -15.01% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.30% | — | -15.01% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.29% | — | -14.99% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.28% | — | -14.99% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | -15.01% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.27% | — | -14.99% | |
| 42 | ADI | Analog Devices INC | 株式-IT | 0.27% | — | -15.00% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | -14.98% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | -15.02% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | -14.99% | |
| 46 | ✓ | 株式-その他 | 0.24% | — | -15.01% | ||
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.24% | — | -14.99% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.23% | — | -14.98% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | -15.00% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | -14.98% |