CIK: 0001549408
申告総資産額
$1.9億
| # | 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 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 58.09% | -3.02% | -0.33% | |
| 2 | RNAGBP | Avidity Biosciences INC | 株式-その他 | 17.56% | -15.62% | EXIT | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.54% | +19.59% | — | |
| 4 | KURA | Kura Oncology INC | 株式-その他 | 4.33% | -0.80% | -0.76% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.36% | +0.04% | — | |
| 6 | ✓ | Cidara Therapeutics INC Com New | 株式-その他 | 1.22% | — | — | |
| 7 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.49% | — | +21.00% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | -49.14% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | — | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | — | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | — | |
| 13 | ITW | Illinois Tool Works | 株式-資本財 | 0.37% | — | — | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 0.37% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | +30.71% | |
| 16 | CMI | Cummins INC | 株式-資本財 | 0.35% | — | — | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | — | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | -2.75% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 0.33% | — | — | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | -7.89% | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 0.30% | — | — | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | — | — | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.29% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.29% | — | -2.08% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.29% | — | — | |
| 29 | SPPIUSD | Spectrum Pharmaceuticals INC | 株式-その他 | 0.28% | — | — | |
| 30 | NFG | National Fuel Gas Co | 株式-エネルギー | 0.27% | — | — | |
| 31 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.27% | +0.01% | — | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.26% | — | -52.35% | |
| 33 | DOW | Dow INC | 株式-素材 | 0.26% | — | -55.78% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | — | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.24% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.21% | — | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | — | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.21% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.20% | — | — | |
| 41 | XEVMX | Eaton Vance Cal Muni Bond | 株式-その他 | 0.11% | — | -3.31% | |
| 42 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.10% | — | -8.36% | |
| 43 | LPRO | Open Lending CORP | 株式-その他 | 0.08% | — | — |