CIK: 0001963452
申告総資産額
$2.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.23% | -0.85% | -2.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.65% | -0.46% | -1.34% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.95% | -0.43% | -1.71% | |
| 4 | MCD | Mcdonald's CORP | 株式-一般消費財 | 4.80% | -0.01% | -0.28% | |
| 5 | ITW | Illinois Tool Works | 株式-資本財 | 4.54% | +0.06% | +0.60% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.44% | +1.18% | -1.65% | |
| 7 | WELL | Welltower INC | 株式-不動産 | 4.44% | +0.09% | +0.33% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 4.40% | +0.10% | +0.30% | |
| 9 | UL | Unilever PLC | 株式-生活必需品 | 4.38% | — | +0.30% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 4.37% | +0.93% | +1.30% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 4.31% | +0.34% | +0.53% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 4.22% | +0.42% | +4.41% | |
| 13 | ED | Consolidated Edison INC | 株式-公益事業 | 4.21% | +0.38% | +0.72% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 4.20% | +0.13% | +0.67% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.13% | +0.43% | +1.56% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.98% | -0.30% | +1.55% | |
| 17 | TROW | T Rowe Price Group INC | 株式-金融 | 3.83% | -0.04% | +2.64% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 3.76% | +0.56% | +3.17% | |
| 19 | O | Realty Income CORP | 株式-不動産 | 3.72% | +0.14% | +2.37% | |
| 20 | MMM | 3m Co | 株式-資本財 | 3.45% | -0.39% | +4.47% | |
| 21 | T | At&t INC | 株式-通信サービス | 3.43% | +0.57% | +3.61% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 2.45% | -0.81% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.97% | -0.50% | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.19% | — | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 0.79% | -0.08% | — | |
| 26 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.77% | -0.15% | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.71% | — | -23.28% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | -0.04% | -2.44% | |
| 29 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.26% | -0.08% | — |