CIK: 0001909322
申告総資産額
$1.8億
| # | 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% | -0.45% | +120.89% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.01% | +0.28% | +25.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -0.36% | +376.29% | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 2.60% | -0.49% | -0.03% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | -0.26% | +109.40% | |
| 6 | WSM | Williams-sonoma INC | 株式-一般消費財 | 2.35% | — | -0.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.33% | -0.26% | +111.76% | |
| 8 | AXP | American Express Co | 株式-金融 | 2.22% | -0.51% | +0.03% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.07% | +0.18% | -0.09% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.06% | +0.50% | -1.94% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.02% | +0.60% | +1.30% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.36% | +114.42% | |
| 13 | ALL | Allstate CORP | 株式-金融 | 1.87% | — | -0.52% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.84% | -0.42% | +1.14% | |
| 15 | GHC | Graham Holdings Co-class B | 株式-資本財 | 1.80% | — | -0.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | — | +318.49% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.74% | — | -3.29% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.73% | +0.34% | +5.36% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.72% | — | +52.72% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.72% | +0.06% | +2.43% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.66% | +0.09% | +67.64% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.62% | -0.44% | -1.49% | |
| 23 | WRB | Wr Berkley CORP | 株式-金融 | 1.56% | — | +0.95% | |
| 24 | FUMB | First Trust Ultra Short Dur | ETF-その他 | 1.55% | -0.27% | +297.68% | |
| 25 | MRVL | Marvell Technology INC | 株式-IT | 1.55% | +0.31% | +0.26% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.48% | — | +3.68% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 1.47% | -0.18% | +0.48% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.45% | +0.14% | +9.19% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | — | +55.12% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.40% | -0.30% | -0.25% | |
| 31 | GLW | Corning INC | 株式-IT | 1.35% | +0.93% | +0.97% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.33% | — | +3.04% | |
| 33 | C | Citigroup INC | 株式-金融 | 1.33% | — | +0.54% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.31% | — | +2.88% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | +0.21% | +141.11% | |
| 36 | FSMB | First Trust Short Dur Manag | ETF-その他 | 1.27% | — | -1.14% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | +0.15% | +75.72% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 1.25% | — | +0.88% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.24% | -0.18% | -2.35% | |
| 40 | PNC | Pnc Financial Services Group | 株式-金融 | 1.22% | — | -1.83% | |
| 41 | T | At&t INC | 株式-通信サービス | 1.16% | +0.12% | -0.15% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 1.09% | +0.58% | +1.78% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.10% | +5.32% | |
| 44 | PCAR | Paccar INC | 株式-資本財 | 1.07% | — | — | |
| 45 | LNC | Lincoln National CORP | 株式-金融 | 1.02% | -0.26% | — | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.95% | -0.15% | +84.19% | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.94% | +0.35% | -3.62% | |
| 48 | EOG | Eog Resources INC | 株式-エネルギー | 0.93% | +0.58% | +7.50% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | +0.09% | +71.28% | |
| 50 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 0.88% | +0.31% | +0.12% |