CIK: 0001893327
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 | BA | Boeing Co/the | 株式-資本財 | 6.99% | -0.07% | +5.69% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.10% | — | -1.02% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.64% | — | +5.17% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.40% | -1.95% | +0.54% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.36% | +0.15% | -1.17% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.30% | — | -5.03% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.26% | -0.04% | -0.30% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.13% | — | — | |
| 9 | T | At&t INC | 株式-通信サービス | 1.93% | — | -2.16% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.89% | — | -4.60% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 1.83% | — | +25.71% | |
| 12 | AMT | American Tower CORP | 株式-不動産 | 1.78% | — | — | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 1.73% | -0.24% | -0.40% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | — | — | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | — | -3.54% | |
| 16 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.59% | -0.09% | -2.45% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 1.53% | +1.10% | -0.66% | |
| 18 | SRE | Sempra | 株式-公益事業 | 1.53% | — | -1.17% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.34% | — | -1.13% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | +0.11% | -3.69% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.29% | — | -6.68% | |
| 22 | ✓ | 株式-その他 | 1.28% | — | -2.13% | ||
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | -3.98% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | — | -4.60% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 1.16% | — | -0.29% | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.10% | — | — | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -10.83% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.44% | +5.15% | |
| 29 | MET | Metlife INC | 株式-金融 | 1.05% | — | +2.37% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | +0.35% | -6.12% | |
| 31 | PSX | Phillips 66 | 株式-エネルギー | 1.02% | — | +0.21% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.02% | — | — | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | -0.89% | |
| 34 | ✓ | 株式-その他 | 0.96% | — | -0.69% | ||
| 35 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.95% | — | -8.86% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.94% | — | +11.13% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +0.91% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.93% | +0.29% | -2.22% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | -0.12% | +9.35% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.90% | — | -10.46% | |
| 41 | ✓ | 株式-その他 | 0.89% | — | -2.67% | ||
| 42 | TWXCHF | Time Warner INC | 株式-その他 | 0.87% | — | -2.94% | |
| 43 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.84% | — | -9.62% | |
| 44 | BAX | Baxter International INC | 株式-ヘルスケア | 0.84% | — | -4.89% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.82% | +0.09% | +0.92% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.31% | +1.16% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.72% | — | -9.19% | |
| 48 | EXC | Exelon CORP | 株式-公益事業 | 0.72% | — | +5.14% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.72% | -0.08% | — | |
| 50 | PRU | Prudential Financial INC | 株式-金融 | 0.67% | — | -8.40% |