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 | 14.15% | +0.70% | -8.24% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.07% | -1.66% | -1.84% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.24% | +0.41% | -29.46% | |
| 4 | ED | Consolidated Edison INC | 株式-公益事業 | 2.23% | +0.11% | -4.83% | |
| 5 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.19% | +0.45% | +8.94% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.18% | +0.02% | +1.02% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.16% | +0.02% | +12.94% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.16% | +0.76% | -18.12% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.16% | +0.48% | +1.71% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.12% | +0.10% | +9.15% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.10% | — | +0.98% | |
| 12 | CLX | Clorox Company | 株式-生活必需品 | 2.09% | +0.50% | -5.12% | |
| 13 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.09% | -0.91% | -23.96% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 2.09% | -0.66% | +2.60% | |
| 15 | EMR | Emerson Electric Co | 株式-資本財 | 2.06% | -0.22% | +17.34% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.06% | -7.19% | EXIT | |
| 17 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.99% | -0.20% | -14.13% | |
| 18 | ATO | Atmos Energy CORP | 株式-公益事業 | 1.99% | — | +7.62% | |
| 19 | AMCR | Amcor plc | 株式-一般消費財 | 1.97% | -1.09% | EXIT | |
| 20 | AFL | Aflac INC | 株式-金融 | 1.97% | — | -9.39% | |
| 21 | TROW | T Rowe Price Group INC | 株式-金融 | 1.97% | +0.11% | +1155.94% | |
| 22 | SYY | Sysco CORP | 株式-生活必需品 | 1.97% | — | +9.38% | |
| 23 | O | Realty Income CORP | 株式-不動産 | 1.95% | +0.34% | +15.05% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.92% | -0.29% | -18.41% | |
| 25 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.92% | — | +43.78% | |
| 26 | BEN | Franklin Resources INC | 株式-金融 | 1.89% | +0.15% | +21.10% | |
| 27 | MMM | 3m Co | 株式-資本財 | 1.85% | — | +1163.72% | |
| 28 | FRT | Federal Realty Invs Trust | 株式-不動産 | 1.83% | +0.38% | +23.16% | |
| 29 | LEG | Leggett & Platt INC | 株式-一般消費財 | 1.81% | — | +28.73% | |
| 30 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.80% | +0.22% | -17.24% | |
| 31 | ESS | Essex Property Trust INC | 株式-不動産 | 1.76% | +0.12% | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.76% | — | -41.78% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 1.72% | -0.28% | +8.00% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 1.65% | -0.41% | -18.80% | |
| 35 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.57% | +0.08% | +10.19% | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 1.56% | -0.25% | +5.15% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 1.49% | +0.72% | — | |
| 38 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.48% | — | -10.80% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 1.48% | -0.71% | -26.64% | |
| 40 | NUE | Nucor CORP | 株式-素材 | 1.44% | -0.27% | -29.13% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.32% | — | -15.08% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 1.26% | +0.17% | -40.15% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 1.12% | +0.41% | -41.40% | |
| 44 | KTB | Kontoor Brands INC | 株式-一般消費財 | 1.04% | — | -43.81% | |
| 45 | VFC | Vf CORP | 株式-一般消費財 | 0.84% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | -1.10% | -3.43% | |
| 47 | VOX | Vanguard Communication Servi | ETF-その他 | 0.68% | -2.34% | EXIT | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | +0.34% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.21% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | +76.67% |