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 | 5.36% | -5.37% | +0.56% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.90% | — | +0.35% | |
| 3 | OKE | Oneok INC | 株式-エネルギー | 3.51% | -2.39% | +0.44% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.42% | -1.03% | -0.09% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.35% | -0.69% | +0.64% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 3.03% | +0.77% | +0.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -1.67% | +0.51% | |
| 8 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.78% | -2.31% | +0.21% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.76% | — | +0.15% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.65% | -2.69% | +0.22% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.57% | +0.59% | +3.82% | |
| 12 | HPQ | Hp INC | 株式-IT | 2.51% | — | +0.25% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.42% | — | +0.14% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 2.27% | -1.36% | +1.42% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.19% | -0.55% | — | |
| 16 | AFL | Aflac INC | 株式-金融 | 2.17% | — | +0.17% | |
| 17 | DFSEUR | Discover Financial Services | 株式-その他 | 2.12% | — | +0.33% | |
| 18 | DOW | Dow INC | 株式-素材 | 2.12% | — | -3.89% | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 2.03% | -3.20% | +0.22% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | — | +0.20% | |
| 21 | PSX | Phillips 66 | 株式-エネルギー | 1.95% | -1.61% | +0.25% | |
| 22 | DHI | Dr Horton INC | 株式-一般消費財 | 1.83% | -1.01% | +0.19% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.77% | — | +1.65% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.76% | -1.06% | -4.64% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | — | +0.31% | |
| 26 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.50% | +2.43% | +0.37% | |
| 27 | DVA | Davita INC | 株式-ヘルスケア | 1.48% | — | +2.27% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | — | +0.16% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | — | +0.24% | |
| 30 | LZB | La-z-boy INC | 株式-その他 | 1.18% | — | +0.21% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | — | -0.65% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.99% | +1.62% | -57.88% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.97% | +1.46% | +1.62% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.89% | +0.53% | +1.72% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | -0.51% | +1.21% | |
| 36 | KR | Kroger Co | 株式-生活必需品 | 0.80% | — | +1.33% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.79% | — | +1.09% | |
| 38 | PLD | Prologis INC | 株式-不動産 | 0.79% | -0.47% | +1.46% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | +1.41% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | +1.85% | +1.48% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | +0.34% | |
| 42 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.76% | — | +1.25% | |
| 43 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.74% | +0.57% | +1.50% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.74% | — | +0.99% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +1.40% | +4.29% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.72% | -0.40% | +1.71% | |
| 47 | MET | Metlife INC | 株式-金融 | 0.72% | +0.38% | +1.16% | |
| 48 | STAG | Stag Industrial INC | 株式-不動産 | 0.71% | +0.36% | +1.69% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | +18.65% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.69% | +1.65% | +0.98% |