CIK: 0001616664
申告総資産額
$4.5億
| # | 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 | PFE | Pfizer INC | 株式-ヘルスケア | 3.24% | +0.14% | — | |
| 2 | VZ | Verizon Communications INC | 株式-通信サービス | 3.23% | +0.09% | — | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.04% | +0.27% | — | |
| 4 | T | At&t INC | 株式-通信サービス | 2.76% | — | — | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.73% | — | — | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.72% | +0.21% | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.57% | +0.17% | — | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.54% | — | — | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.09% | — | — | |
| 10 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.00% | — | — | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.95% | — | — | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.67% | +0.23% | — | |
| 13 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 1.65% | — | — | |
| 14 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.57% | — | — | |
| 15 | UL | Unilever PLC | 株式-生活必需品 | 1.49% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.48% | -0.43% | — | |
| 17 | SNY | Sanofi-adr | 株式-ヘルスケア | 1.46% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.37% | — | — | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.37% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.32% | -0.05% | — | |
| 21 | ✓ | Invsc Water Resc Portfolio ETF | ETF-その他 | 1.26% | — | — | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.22% | — | — | |
| 23 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.14% | — | — | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.14% | — | — | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 1.05% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.05% | — | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | -0.07% | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.99% | — | — | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.98% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | -0.11% | — | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.94% | — | — | |
| 32 | ✓ | Boardwalk Pipeline Partners | 株式-その他 | 0.93% | — | — | |
| 33 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.93% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | — | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | +0.26% | — | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.91% | — | — | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | — | |
| 38 | AXP | American Express Company | 株式-金融 | 0.90% | — | — | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 0.89% | — | — | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.88% | — | — | |
| 41 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.88% | — | — | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.86% | — | — | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.85% | — | — | |
| 44 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.84% | — | — | |
| 45 | SPH | Suburban Propane Partners LP | 株式-その他 | 0.82% | — | — | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.80% | — | — | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | -0.21% | — | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.77% | — | — | |
| 49 | WWW | Wolverine World Wide INC | 株式-その他 | 0.73% | — | — | |
| 50 | KEL | Kellanova | 株式-その他 | 0.71% | — | — |