CIK: 0001771687
申告総資産額
$1.4億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 21.64% | -3.03% | -17.47% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.40% | +2.36% | +1.33% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.02% | — | +0.47% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.92% | +4.76% | +1.41% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.91% | -1.08% | +3.33% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.74% | — | +1.74% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.63% | +2.05% | -16.86% | |
| 8 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 2.23% | — | -14.30% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.98% | — | +5.27% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.80% | — | +0.76% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.65% | +0.54% | +1.13% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.51% | -0.54% | -10.97% | |
| 13 | KEY | Keycorp | 株式-金融 | 1.47% | -0.33% | EXIT | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.44% | — | +21.88% | |
| 15 | RPT-PC | Rithm Property Trust Inc. | 株式-その他 | 1.39% | — | +3.76% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | +0.20% | -6.99% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.37% | — | +20.62% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.33% | — | +1.07% | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 1.30% | — | -4.64% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.21% | — | -1.28% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -1.87% | +1.98% | |
| 22 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.19% | — | +68.16% | |
| 23 | GIS | General Mills INC | 株式-生活必需品 | 1.19% | — | -18.59% | |
| 24 | CMI | Cummins INC | 株式-資本財 | 1.15% | — | +1.47% | |
| 25 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.07% | — | +2.13% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +0.82% | |
| 27 | WEN | Wendy's Co/the | 株式-一般消費財 | 1.05% | — | -3.00% | |
| 28 | DE | Deere & Co | 株式-資本財 | 1.04% | -0.65% | -2.87% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.04% | — | +1.31% | |
| 30 | PGX | Invesco Preferred ETF | ETF-その他 | 1.03% | — | +2.08% | |
| 31 | INTC | Intel CORP | 株式-IT | 1.02% | — | -21.36% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | +0.22% | -13.40% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -3.37% | -23.61% | |
| 34 | WPG2EUR | Washington Prime Group INC | 株式-その他 | 0.92% | — | +6.93% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.90% | — | -0.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -3.86% | -57.09% | |
| 37 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.79% | — | +13.53% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | -0.69% | -0.45% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.76% | — | +28.44% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.75% | — | -0.08% | |
| 41 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.72% | — | — | |
| 42 | KRO | Kronos Worldwide INC | 株式-その他 | 0.70% | — | +44.81% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.69% | -0.93% | +25.60% | |
| 44 | RF | Regions Financial CORP | 株式-金融 | 0.67% | — | +2.16% | |
| 45 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.66% | — | -12.57% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.66% | -0.72% | -38.96% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | — | +2.58% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | -0.31% | -26.10% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -4.98% | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.62% | — | +3.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | OXY | Occidental Petroleum CORP | +0.5% | +68.16% | 増加 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +1.33% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | +3.33% | 増加 |
| 4 | KRO | Kronos Worldwide INC | +0.3% | +44.81% | 増加 |
| 5 | GIS | General Mills INC | +0.2% | -18.59% | 減少 |
| 6 | BA | Boeing Co/the | +0.2% | +25.60% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.2% | -23.61% | 減少 |
| 8 | WFC | Wells Fargo & Co | +0.2% | +5.27% | 増加 |
| 9 | T | At&t INC | +0.2% | +28.44% | 増加 |
| 10 | TGT | Target CORP | +0.2% | -4.64% | 減少 |
| 11 | CVS | Cvs Health CORP | +0.2% | +108.69% | 増加 |
| 12 | QCOM | Qualcomm INC | +0.1% | +20.62% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +1.98% | 増加 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.41% | 増加 |
| 15 | CSCO | Cisco Systems INC | +0.1% | -1.28% | 減少 |
| 16 | CMI | Cummins INC | +0.1% | +1.47% | 増加 |
| 17 | KEY | Keycorp | +0.1% | +3.06% | 増加 |
| 18 | WPG2EUR | Washington Prime Group INC | +0.1% | +6.93% | 増加 |
| 19 | PFE | Pfizer INC | +0.1% | +21.88% | 増加 |
| 20 | RPT-PC | Rithm Property Trust Inc. | +0.1% | +3.76% | 増加 |
| 21 | SJM | Jm Smucker Co/the | +0.1% | — | 変化なし |
| 22 | LYB | LyondellBasell Industries N.V. | +0.1% | +13.53% | 増加 |
| 23 | CAT | Caterpillar INC | +0.1% | +0.76% | 増加 |
| 24 | CVX | Chevron CORP | 0% | -6.99% | 減少 |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +0.82% | 増加 |
| 26 | DD | DuPont de Nemours, Inc. | 0% | +2.13% | 増加 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +1.31% | 増加 |
| 28 | JNJ | Johnson & Johnson | 0% | +1.74% | 増加 |
| 29 | WEN | Wendy's Co/the | — | -3.00% | 減少 |
| 30 | UAA | Under Armour Inc-class A | 0% | -14.30% | 減少 |
| 31 | WMT | Walmart INC | 0% | +1.13% | 増加 |
| 32 | BAC | Bank Of America CORP | 0% | -10.97% | 減少 |
| 33 | HON | Honeywell International INC | -0.2% | -50.69% | 減少 |
| 34 | ROKU | Roku INC | -0.2% | -77.48% | 減少 |
| 35 | ENB | Enbridge INC | -0.2% | -53.99% | 減少 |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.3% | +0.47% | 増加 |
| 37 | CTLEUR | Centurylink INC | -0.3% | -48.21% | 減少 |
| 38 | BMY | Bristol-myers Squibb Co | -0.5% | -48.64% | 減少 |
| 39 | PG | Procter & Gamble Co/the | -1.1% | -17.47% | 減少 |
| 40 | IBB | Ishares Biotechnology ETF | — | EXIT | 全売却 |
| 41 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 42 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 43 | CF | Cf Industries Holdings INC | — | NEW | 新規購入 |
| 44 | MHK | Mohawk Industries INC | — | NEW | 新規購入 |
| 45 | PZZA | Papa John's Intl INC | — | NEW | 新規購入 |
| 46 | XYZ | Block INC | — | NEW | 新規購入 |
| 47 | ISTR | Investar Holding CORP | — | EXIT | 全売却 |
| 48 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 49 | COP | Conocophillips | — | NEW | 新規購入 |
| 50 | VZ | Verizon Communications INC | — | NEW | 新規購入 |