CIK: 0001983616
申告総資産額
$1.9億
| # | 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 | 4.79% | -0.13% | +3.75% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.92% | -0.78% | +2.43% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.70% | +0.91% | -2.85% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 2.26% | -0.16% | +232.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | -0.47% | +3.74% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | +1.68% | NEW | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | — | +1.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | -0.22% | +6.24% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.66% | -0.14% | -3.43% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.62% | — | -12.21% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | +0.23% | +0.83% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | +0.20% | +1.99% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.51% | — | -4.26% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.48% | +0.85% | +160.45% | |
| 15 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 1.40% | — | -23.91% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | — | -5.44% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.31% | — | +99.24% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 1.28% | — | -13.10% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | +0.17% | +1.95% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.23% | — | -19.33% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +0.30% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | +0.19% | -8.42% | |
| 23 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.19% | — | -11.83% | |
| 24 | SO | Southern Co/the | 株式-公益事業 | 1.15% | — | -11.88% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | +1.32% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | -2.83% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.29% | +6.52% | |
| 28 | WMB | Williams Cos INC | 株式-エネルギー | 1.01% | +0.15% | -18.02% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | -0.07% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | +6.02% | |
| 31 | ENB | Enbridge INC | 株式-エネルギー | 0.95% | — | -27.45% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | +25.68% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | -0.12% | -0.16% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.88% | — | -28.93% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.86% | — | -6.78% | |
| 36 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.82% | — | -23.80% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +3.22% | |
| 38 | AEP | American Electric Power | 株式-公益事業 | 0.82% | — | -8.39% | |
| 39 | BCE | Bce INC | 株式-通信サービス | 0.82% | — | -27.34% | |
| 40 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.80% | — | -25.11% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +10.31% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.74% | +0.31% | +7.39% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.73% | +0.22% | +2.61% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.73% | — | -13.53% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | — | +17.71% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.17% | +7.67% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | -2.50% | |
| 48 | PNC | Pnc Financial Services Group | 株式-金融 | 0.70% | -0.10% | -14.53% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | -38.12% | |
| 50 | CCI | Crown Castle INC | 株式-不動産 | 0.68% | — | -15.36% |