CIK: 0001972653
申告総資産額
$2190.0万
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 7.13% | +0.20% | -15.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -0.59% | -6.41% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 3.39% | +0.39% | -1.62% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.90% | -1.09% | -30.85% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 2.70% | — | +1.60% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.42% | +0.44% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.84% | — | +3.68% | |
| 8 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.74% | — | -0.31% | |
| 9 | TFC | Truist Financial CORP | 株式-金融 | 1.72% | — | +7.16% | |
| 10 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.65% | -0.21% | +0.31% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | -0.23% | +6.46% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | +0.06% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.49% | — | +350.05% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | +4.09% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | — | -6.90% | |
| 16 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.32% | — | -56.91% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.28% | -0.21% | +5.63% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 1.23% | — | -15.44% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.23% | — | +16.77% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.16% | — | +10.36% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.10% | -0.16% | +9.37% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | -5.65% | |
| 23 | GE | General Electric | 株式-資本財 | 1.03% | — | +14.03% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | — | +6.30% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | -4.76% | -1.06% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.00% | — | +678.15% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.97% | — | +1.79% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | — | +1.38% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | — | +22.44% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | +4.34% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -3.00% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.90% | -0.18% | +7.44% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.88% | — | +2.59% | |
| 34 | SYY | Sysco CORP | 株式-生活必需品 | 0.82% | — | -1.56% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | +6.11% | |
| 36 | ROK | Rockwell Automation INC | 株式-資本財 | 0.79% | — | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | +1.87% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | +8.51% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.72% | — | +3.26% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | -1.93% | |
| 41 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 0.71% | — | — | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | — | -3.66% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.62% | — | +10.94% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | -8.42% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.25% | +5.14% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.60% | — | +10.93% | |
| 47 | PWS | Pacer Wealthshield ETF | ETF-その他 | 0.60% | — | -8.07% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | +37.47% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +4.03% | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | — | -0.48% |