CIK: 0001845302
申告総資産額
$3.5億
| # | 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 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.19% | — | +14.35% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 4.16% | +0.99% | +58.77% | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 3.54% | — | -3.43% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.36% | — | -30.41% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.12% | -0.62% | +1.81% | |
| 6 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.56% | +0.60% | -20.88% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.46% | — | -31.72% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.67% | +9.31% | |
| 9 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.28% | — | -6.43% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 2.25% | -0.50% | +5.19% | |
| 11 | MMM | 3m Co | 株式-資本財 | 2.24% | — | +31.09% | |
| 12 | IRM | Iron Mountain INC | 株式-不動産 | 2.24% | — | +2.77% | |
| 13 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 2.22% | — | — | |
| 14 | SLB | Slb LTD | 株式-エネルギー | 2.20% | — | — | |
| 15 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.17% | — | -1.06% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 2.16% | — | +2.48% | |
| 17 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 2.15% | — | — | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 2.15% | +0.43% | +3.42% | |
| 19 | TRV | Travelers Cos Inc/the | 株式-金融 | 2.13% | — | -3.51% | |
| 20 | AFL | Aflac INC | 株式-金融 | 2.12% | — | +0.28% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.11% | +0.25% | +0.80% | |
| 22 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.07% | — | +0.94% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.07% | — | +3.49% | |
| 24 | APD | Air Products & Chemicals INC | 株式-素材 | 2.04% | — | +31.96% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 2.01% | +0.14% | +4.04% | |
| 26 | CI | THE Cigna Group | 株式-ヘルスケア | 2.00% | — | -9.38% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.99% | +0.18% | +4.74% | |
| 28 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.98% | — | +3.49% | |
| 29 | TGT | Target CORP | 株式-一般消費財 | 1.97% | — | +26.96% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.97% | +1.32% | NEW | |
| 31 | KLAC | Kla CORP | 株式-IT | 1.93% | — | +4.37% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 1.92% | — | +9.89% | |
| 33 | SPG | Simon Property Group INC | 株式-不動産 | 1.90% | +0.22% | +17.00% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.85% | -0.01% | +18.14% | |
| 35 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.85% | — | +9.00% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.71% | — | +51.26% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.66% | — | -27.69% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | — | -57.54% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | -25.25% | |
| 40 | F | Ford Motor Co | 株式-一般消費財 | 0.48% | — | +12.79% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | -21.28% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.46% | — | +14.69% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | -23.98% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.28% | +16.82% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.44% | — | +137.26% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.44% | — | +15.50% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.44% | — | +32.67% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | +0.25% | +227.95% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | -0.20% | +111.35% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | -4.87% |