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 | 5.46% | +0.20% | -47.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.01% | -0.59% | -11.64% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.42% | -16.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.62% | -1.09% | -26.91% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 2.44% | +0.39% | -49.66% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.17% | — | +9.35% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.17% | — | -6.28% | |
| 8 | TFC | Truist Financial CORP | 株式-金融 | 2.07% | — | -4.73% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.07% | — | +3.81% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | -0.23% | -16.76% | |
| 11 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.67% | -0.21% | -13.89% | |
| 12 | SO | Southern Co/the | 株式-公益事業 | 1.55% | — | +2.09% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.54% | — | +7.18% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.48% | -0.21% | -8.38% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | -23.51% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.38% | — | +3.74% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.33% | — | -5.19% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | -1.82% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | — | +5.51% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.24% | — | -18.71% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.16% | -23.46% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | — | -5.84% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.18% | — | -6.68% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.18% | — | -41.18% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | — | +1.90% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.09% | — | +5.39% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.07% | — | +2.61% | |
| 28 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 1.07% | — | +13.41% | |
| 29 | SYY | Sysco CORP | 株式-生活必需品 | 1.02% | — | +4.46% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | — | +8.99% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 1.01% | — | +1.31% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | -0.18% | -17.34% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.94% | — | +0.97% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.94% | — | +4.67% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | — | -10.69% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.91% | — | +37.44% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | — | +0.99% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.86% | — | +7.73% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.83% | — | -6.83% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +0.57% | |
| 41 | WELL | Welltower INC | 株式-不動産 | 0.77% | — | +3.87% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.75% | — | +6.13% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -2.65% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.67% | — | +8.15% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | -17.17% | |
| 46 | PWS | Pacer Wealthshield ETF | ETF-その他 | 0.66% | — | -15.44% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | -4.76% | -49.97% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.65% | — | +7.14% | |
| 49 | ENB | Enbridge INC | 株式-エネルギー | 0.65% | — | +4.11% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.63% | — | +10.47% |