CIK: 0001818557
申告総資産額
$2.5億
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 13.33% | +0.70% | +11.77% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.09% | — | +3.76% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.75% | -2.75% | EXIT | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.67% | +0.41% | +1.85% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 2.50% | +0.76% | +3.34% | |
| 6 | ED | Consolidated Edison INC | 株式-公益事業 | 2.36% | +0.11% | +2.90% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.30% | +0.02% | +4.95% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.27% | +0.02% | +7.15% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 2.25% | -0.66% | +3.76% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 2.22% | +0.17% | +4.90% | |
| 11 | AMCR | Amcor plc | 株式-一般消費財 | 2.10% | -1.09% | EXIT | |
| 12 | RTX | Rtx CORP | 株式-資本財 | 2.08% | -0.41% | +2.69% | |
| 13 | SYY | Sysco CORP | 株式-生活必需品 | 2.06% | — | +3.77% | |
| 14 | CLX | Clorox Company | 株式-生活必需品 | 2.05% | +0.50% | -37.68% | |
| 15 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.02% | +0.45% | +4.11% | |
| 16 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.00% | -0.91% | +3.71% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.00% | +0.48% | +6.74% | |
| 18 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.93% | -0.20% | +6.02% | |
| 19 | O | Realty Income CORP | 株式-不動産 | 1.92% | +0.34% | +6.32% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.91% | +0.10% | +4.11% | |
| 21 | AFL | Aflac INC | 株式-金融 | 1.90% | — | +4.44% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | -1.10% | -21.91% | |
| 23 | ATO | Atmos Energy CORP | 株式-公益事業 | 1.89% | — | -10.87% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 1.88% | +0.41% | +6.11% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.88% | — | +6.31% | |
| 26 | TROW | T Rowe Price Group INC | 株式-金融 | 1.85% | +0.11% | +80.87% | |
| 27 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.81% | — | +3.09% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.72% | -1.66% | -1.59% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.71% | — | +5.00% | |
| 30 | VFC | Vf CORP | 株式-一般消費財 | 1.66% | — | — | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 1.64% | -0.71% | +3.05% | |
| 32 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.63% | +4.28% | NEW | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 1.63% | -0.22% | +5.44% | |
| 34 | LEG | Leggett & Platt INC | 株式-一般消費財 | 1.61% | — | +7.58% | |
| 35 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.52% | — | +7.32% | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 1.48% | -0.25% | -25.29% | |
| 37 | MMM | 3m Co | 株式-資本財 | 1.46% | — | +8.70% | |
| 38 | NUE | Nucor CORP | 株式-素材 | 1.43% | -0.27% | +3.68% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.43% | +2.68% | NEW | |
| 40 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.40% | +0.08% | -35.29% | |
| 41 | BEN | Franklin Resources INC | 株式-金融 | 1.37% | +0.15% | +10.78% | |
| 42 | KTB | Kontoor Brands INC | 株式-一般消費財 | 1.33% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | -0.28% | +5.88% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.97% | +0.72% | +12.72% | |
| 45 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.75% | +1.04% | NEW | |
| 46 | VDE | Vanguard Energy ETF | ETF-その他 | 0.74% | +1.70% | NEW | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.56% | — | -53.85% | |
| 48 | BGS | B&g Foods INC | 株式-その他 | 0.27% | — | — | |
| 49 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.26% | — | +2.46% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.25% | — | +2.09% |