CIK: 0001483472
申告総資産額
$4.2億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 23.48% | -1.94% | +0.05% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 14.41% | — | — | |
| 3 | LZB | La-z-boy INC | 株式-その他 | 4.65% | -0.42% | — | |
| 4 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 4.65% | — | — | |
| 5 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 3.36% | — | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | +1.59% | +25.27% | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.31% | — | — | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.29% | — | +1.16% | |
| 9 | RSX1USD | Vaneck Vectors Russia ETF | ETF-その他 | 2.07% | — | — | |
| 10 | RGNX | Regenxbio INC | 株式-その他 | 1.96% | -0.32% | +11.32% | |
| 11 | KREF | Kkr Real Estate Finance Trus | 株式-その他 | 1.92% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | -0.05% | -26.72% | |
| 13 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.47% | -0.65% | — | |
| 14 | INTC | Intel CORP | 株式-IT | 1.43% | — | +3.17% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.40% | -0.29% | — | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.38% | — | -0.73% | |
| 17 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.32% | — | — | |
| 18 | CW | Curtiss-wright CORP | 株式-資本財 | 1.31% | — | +0.26% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | — | — | |
| 20 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.23% | — | — | |
| 21 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.07% | — | +8.73% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | — | -1.43% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.94% | +1.34% | — | |
| 24 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.87% | +0.26% | +27.67% | |
| 25 | ✓ | 株式-その他 | 0.87% | — | +2.81% | ||
| 26 | MTSI | Macom Technology Solutions H | 株式-IT | 0.85% | — | -2.24% | |
| 27 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.83% | — | — | |
| 28 | WEP | Magellan Midstream Partners | 株式-その他 | 0.70% | — | +8.13% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.66% | +0.28% | +15.50% | |
| 30 | ✓ | Enduro Rty Tr | 株式-その他 | 0.64% | — | -2.65% | |
| 31 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.63% | — | — | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.49% | — | +1.27% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.48% | — | — | |
| 34 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.48% | -0.66% | -2.82% | |
| 35 | EQMUSD | Eqm Midstream Partners LP | 株式-その他 | 0.48% | — | +15.06% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +27.26% | |
| 37 | SMHI | SEACOR Marine Holdings Inc. | 株式-その他 | 0.46% | — | +1.56% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.37% | +0.06% | -79.59% | |
| 39 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.36% | — | — | |
| 40 | GM | General Motors Co | 株式-一般消費財 | 0.33% | — | +17.61% | |
| 41 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.32% | — | +3.62% | |
| 42 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.31% | — | — | |
| 43 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.30% | — | +9.29% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.29% | — | +47.75% | |
| 45 | MPLX | Mplx LP | 株式-エネルギー | 0.28% | +0.06% | +23.10% | |
| 46 | ✓ | 株式-その他 | 0.28% | — | +16.83% | ||
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.26% | — | +21.20% | |
| 48 | ET | Energy Transfer LP | 株式-エネルギー | 0.26% | — | -10.96% | |
| 49 | STAYUSD | Extended Stay America INC | 株式-その他 | 0.26% | — | +20.11% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.06% | +11.42% |