CIK: 0001831263
申告総資産額
$3.2億
上位200銘柄を表示中（全208銘柄）
| # | 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 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 7.36% | — | -0.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.69% | -0.65% | -0.73% | |
| 3 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.87% | +0.53% | +0.80% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.09% | — | -1.86% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.06% | -0.45% | -3.09% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.50% | +0.62% | -2.70% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.29% | -0.28% | +16.65% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.46% | -2.33% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.24% | -1.21% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.71% | -0.23% | -10.02% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.38% | +0.22% | -1.93% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.38% | +0.22% | -0.46% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.36% | -0.38% | -1.41% | |
| 14 | AEP | American Electric Power | 株式-公益事業 | 1.27% | +0.12% | +0.38% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.22% | +0.09% | -0.74% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.16% | — | -0.53% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.20% | -1.61% | |
| 18 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.14% | +0.25% | -2.48% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.12% | -2.12% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.23% | +0.42% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.00% | -0.17% | -0.93% | |
| 22 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.95% | — | -1.68% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | +0.13% | -1.00% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | -0.19% | -0.45% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.79% | — | -0.05% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.14% | -7.53% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.77% | +0.18% | -0.86% | |
| 28 | SHOP | Shopify INC - Class A | 株式-IT | 0.75% | -0.32% | -0.12% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.13% | -2.46% | |
| 30 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.71% | +0.11% | +1.89% | |
| 31 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.71% | +0.09% | +24.41% | |
| 32 | DOW | Dow INC | 株式-素材 | 0.70% | +0.11% | +0.02% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | -2.84% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | +0.10% | +195.81% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.69% | +0.17% | +3.35% | |
| 36 | PSX | Phillips 66 | 株式-エネルギー | 0.66% | +0.16% | -1.70% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.66% | — | +2.06% | |
| 38 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.66% | — | -0.76% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.65% | -0.19% | -1.32% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | — | +0.24% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | -0.09% | -0.24% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | -0.46% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | -0.21% | -1.44% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.61% | — | -4.37% | |
| 45 | SPG | Simon Property Group INC | 株式-不動産 | 0.61% | — | -3.07% | |
| 46 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.59% | — | -1.63% | |
| 47 | SRE | Sempra | 株式-公益事業 | 0.59% | — | -2.90% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | — | +15.19% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.57% | — | +9.20% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | -0.51% |