CIK: 0001984918
申告総資産額
$3.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.94% | -0.45% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.70% | -0.71% | — | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.56% | — | — | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.84% | +0.62% | — | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.81% | — | — | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 2.47% | +0.49% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.29% | -0.47% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.20% | -0.28% | — | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 1.98% | +0.24% | — | |
| 10 | ORI | Old Republic Intl CORP | 株式-金融 | 1.80% | — | — | |
| 11 | FDG | American Century Focused Dyn | ETF-その他 | 1.77% | -0.19% | — | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.77% | -0.18% | — | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.75% | — | — | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.73% | -0.27% | — | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.72% | +0.12% | — | |
| 16 | PLD | Prologis INC | 株式-不動産 | 1.62% | — | — | |
| 17 | T | At&t INC | 株式-通信サービス | 1.55% | — | — | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 1.52% | — | — | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | — | — | |
| 20 | BX | Blackstone INC | 株式-金融 | 1.51% | -0.28% | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | +0.16% | — | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.41% | — | — | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 1.40% | — | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.16% | — | |
| 25 | CCI | Crown Castle INC | 株式-不動産 | 1.32% | — | — | |
| 26 | RITM | Rithm Capital CORP | 株式-不動産 | 1.31% | — | — | |
| 27 | COP | Conocophillips | 株式-エネルギー | 1.30% | — | — | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.27% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.13% | — | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 1.23% | — | — | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 1.23% | — | — | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.21% | +0.21% | — | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.20% | — | — | |
| 34 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.18% | — | — | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.17% | — | — | |
| 36 | C | Citigroup INC | 株式-金融 | 1.15% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | +0.08% | — | |
| 38 | MMM | 3m Co | 株式-資本財 | 1.10% | — | — | |
| 39 | WY | Weyerhaeuser Co | 株式-不動産 | 1.10% | — | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 1.08% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 1.04% | -0.28% | — | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 1.03% | — | — | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.03% | — | — | |
| 45 | AFG | American Financial Group INC | 株式-金融 | 0.96% | — | — | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.95% | +0.34% | — | |
| 47 | HPQ | Hp INC | 株式-IT | 0.95% | — | — | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.94% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.94% | — | — | |
| 50 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.92% | +0.03% | — |