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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.89% | -7.19% | EXIT | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.18% | -1.66% | +1.85% | |
| 3 | VFH | Vanguard Financials ETF | ETF-その他 | 2.84% | — | +10.12% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.83% | -1.10% | +1.22% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.72% | +0.70% | -17.96% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.36% | -0.66% | -1.50% | |
| 7 | NEE | Nextera Energy INC | 株式-公益事業 | 2.33% | — | -0.45% | |
| 8 | AFL | Aflac INC | 株式-金融 | 2.33% | — | -2.79% | |
| 9 | ESS | Essex Property Trust INC | 株式-不動産 | 2.22% | +0.12% | -1.70% | |
| 10 | EMR | Emerson Electric Co | 株式-資本財 | 2.20% | -0.22% | -3.12% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.19% | +0.41% | -1.30% | |
| 12 | CAH | Cardinal Health INC | 株式-ヘルスケア | 2.17% | -0.91% | -3.21% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.09% | +0.10% | -1.46% | |
| 14 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.06% | +0.45% | -0.38% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 2.05% | -0.28% | -0.12% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.04% | +0.02% | -1.08% | |
| 17 | VOX | Vanguard Communication Servi | ETF-その他 | 2.01% | -2.34% | EXIT | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | +0.76% | -0.55% | |
| 19 | TROW | T Rowe Price Group INC | 株式-金融 | 1.92% | +0.11% | -0.36% | |
| 20 | ED | Consolidated Edison INC | 株式-公益事業 | 1.90% | +0.11% | -1.60% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.86% | -0.71% | -1.94% | |
| 22 | ATO | Atmos Energy CORP | 株式-公益事業 | 1.81% | — | -1.90% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.81% | -0.25% | -2.06% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.79% | — | — | |
| 25 | FRT | Federal Realty Invs Trust | 株式-不動産 | 1.79% | +0.38% | +0.36% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.72% | +0.48% | -1.59% | |
| 27 | AMCR | Amcor plc | 株式-一般消費財 | 1.72% | -1.09% | EXIT | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.70% | — | -0.39% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.69% | — | -0.90% | |
| 30 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.68% | +0.22% | -0.26% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 1.66% | -0.29% | -1.75% | |
| 32 | SYY | Sysco CORP | 株式-生活必需品 | 1.64% | — | -1.80% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 1.63% | +0.34% | +3.77% | |
| 34 | CLX | Clorox Company | 株式-生活必需品 | 1.62% | +0.50% | -1.61% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 1.61% | -0.41% | -0.93% | |
| 36 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.53% | -0.20% | -1.10% | |
| 37 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.53% | — | -0.62% | |
| 38 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.51% | -0.68% | +173.38% | |
| 39 | BEN | Franklin Resources INC | 株式-金融 | 1.49% | +0.15% | -0.69% | |
| 40 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.37% | +0.08% | +1.44% | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 1.37% | +0.72% | +2.44% | |
| 42 | NUE | Nucor CORP | 株式-素材 | 1.34% | -0.27% | -1.51% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 1.34% | +0.17% | +0.59% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.22% | — | -1.18% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.02% | -0.07% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 1.20% | +0.41% | +0.84% | |
| 47 | HRL | Hormel Foods CORP | 株式-生活必需品 | 1.03% | +0.46% | +111.22% | |
| 48 | KVUE | Kenvue INC | 株式-生活必需品 | 0.77% | +0.48% | +0.23% | |
| 49 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.71% | — | +2.80% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.71% | +1.04% | NEW |