CIK: 0001808195
申告総資産額
$3.5億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.98% | -5.37% | +0.71% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.54% | — | +0.37% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.04% | -0.69% | +0.65% | |
| 4 | OKE | Oneok INC | 株式-エネルギー | 3.32% | -2.39% | +0.89% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.22% | -1.03% | -0.05% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -1.67% | +0.24% | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.75% | — | +0.50% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.66% | -2.69% | +1.24% | |
| 9 | HPQ | Hp INC | 株式-IT | 2.63% | — | +0.73% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.61% | — | +0.52% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 2.59% | +1.62% | +1.59% | |
| 12 | DFSEUR | Discover Financial Services | 株式-その他 | 2.56% | — | +0.81% | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 2.53% | -1.36% | +0.54% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 2.48% | -3.20% | +0.38% | |
| 15 | DOW | Dow INC | 株式-素材 | 2.42% | — | +0.82% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 2.32% | — | +0.97% | |
| 17 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.31% | -2.31% | +1.27% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.17% | +0.59% | +1.65% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.10% | — | +1.05% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.99% | — | — | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.93% | +0.77% | +1.45% | |
| 22 | AFL | Aflac INC | 株式-金融 | 1.87% | — | +0.78% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.70% | — | +1.34% | |
| 24 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.69% | — | +1.73% | |
| 25 | PSX | Phillips 66 | 株式-エネルギー | 1.64% | -1.61% | +1.53% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 1.62% | — | -21.30% | |
| 27 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.60% | +2.43% | +1.02% | |
| 28 | DHI | Dr Horton INC | 株式-一般消費財 | 1.57% | -1.01% | +0.89% | |
| 29 | HP | Helmerich & Payne | 株式-エネルギー | 1.21% | — | +1.51% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | — | +24.48% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | — | +0.63% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.92% | +1.65% | +0.72% | |
| 33 | STAG | Stag Industrial INC | 株式-不動産 | 0.85% | +0.36% | +0.81% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | +1.40% | +1.74% | |
| 35 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.83% | — | +0.74% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | +0.83% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +1.75% | |
| 38 | MET | Metlife INC | 株式-金融 | 0.81% | +0.38% | +0.91% | |
| 39 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.81% | — | +3.65% | |
| 40 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.80% | +0.97% | +0.82% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | +1.85% | +1.05% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | -0.51% | +1.13% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | — | +1.95% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.72% | +1.46% | +2.58% | |
| 45 | KR | Kroger Co | 株式-生活必需品 | 0.69% | — | — | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.67% | -0.40% | +1.42% | |
| 47 | NEM | Newmont CORP | 株式-素材 | 0.67% | — | +1.25% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | +1.43% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | +3.61% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | — | +1.44% |