CIK: 0001789382
申告総資産額
$3.3億
| # | 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 | 8.54% | +0.97% | +1.32% | |
| 2 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 8.49% | — | +0.51% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.82% | +0.51% | -3.66% | |
| 4 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 4.63% | — | -0.04% | |
| 5 | HEPUSD | Holly Energy Partners LP | 株式-その他 | 4.61% | — | +7.61% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.12% | -0.87% | +1.11% | |
| 7 | T | At&t INC | 株式-通信サービス | 4.02% | — | +13.29% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.98% | — | +0.01% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.96% | — | — | |
| 10 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 3.33% | +0.05% | -0.11% | |
| 11 | PSXPUSD | Phillips 66 Partners LP | 株式-その他 | 3.22% | — | +336.63% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 2.76% | — | -1.03% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.70% | +0.42% | -0.18% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.28% | -0.72% | |
| 15 | COP | Conocophillips | 株式-エネルギー | 2.54% | — | +0.22% | |
| 16 | USB | US Bancorp | 株式-金融 | 2.36% | — | -1.72% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.31% | +0.02% | — | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.90% | — | -22.16% | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 1.89% | — | -6.14% | |
| 20 | MET | Metlife INC | 株式-金融 | 1.88% | — | -3.18% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.76% | — | +18.75% | |
| 22 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.71% | — | +4.15% | |
| 23 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.38% | — | -1.62% | |
| 24 | WLKP | Westlake Chemical Partners L | 株式-その他 | 1.07% | — | — | |
| 25 | PPL | Ppl CORP | 株式-公益事業 | 1.03% | -0.13% | — | |
| 26 | INTC | Intel CORP | 株式-IT | 0.88% | — | -2.31% | |
| 27 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.85% | +0.22% | -0.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.07% | -4.11% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.76% | — | -27.98% | |
| 30 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.75% | — | -0.28% | |
| 31 | HPQ | Hp INC | 株式-IT | 0.73% | — | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | — | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | +0.02% | +0.38% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | — | |
| 35 | DK | Delek US Holdings INC | 株式-その他 | 0.52% | — | +1.08% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | — | +86.25% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.50% | -0.23% | -20.51% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.50% | +0.06% | NEW | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.47% | — | -4.01% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.42% | — | -13.26% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | -0.25% | -4.18% | |
| 42 | DIV | Global X Superdividend Use | ETF-その他 | 0.39% | — | — | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.38% | +0.04% | -1.14% | |
| 44 | OKE | Oneok INC | 株式-エネルギー | 0.37% | — | +0.04% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | — | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.31% | — | -22.39% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.30% | — | +0.29% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.30% | — | +22.73% | |
| 49 | AEUSD | Adams Resources & Energy INC | 株式-その他 | 0.29% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | -15.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PSXPUSD | Phillips 66 Partners LP | +2.4% | +336.63% | 増加 |
| 2 | HFCUSD | Hollyfrontier CORP | +0.9% | +0.51% | 増加 |
| 3 | HEPUSD | Holly Energy Partners LP | +0.8% | +7.61% | 増加 |
| 4 | SUB | Ishares Short-term National | +0.2% | +86.25% | 増加 |
| 5 | MET | Metlife INC | 0% | -3.18% | 減少 |
| 6 | HPQ | Hp INC | 0% | — | 変化なし |
| 7 | GOOG | Alphabet Inc-cl C | 0% | — | 変化なし |
| 8 | INTC | Intel CORP | 0% | -2.31% | 減少 |
| 9 | KHC | Kraft Heinz Co/the | 0% | -0.15% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | -4.11% | 減少 |
| 11 | OKE | Oneok INC | 0% | +0.04% | 増加 |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +22.73% | 増加 |
| 13 | MMM | 3m Co | — | — | 変化なし |
| 14 | DK | Delek US Holdings INC | 0% | +1.08% | 増加 |
| 15 | BAC | Bank Of America CORP | 0% | -1.03% | 減少 |
| 16 | MPC | Marathon Petroleum CORP | 0% | -0.11% | 減少 |
| 17 | VZ | Verizon Communications INC | 0% | +18.75% | 増加 |
| 18 | DIV | Global X Superdividend Use | 0% | — | 変化なし |
| 19 | KMI | Kinder Morgan INC | -0.1% | +4.15% | 増加 |
| 20 | HBAN | Huntington Bancshares INC | -0.1% | -0.28% | 減少 |
| 21 | MSFT | Microsoft CORP | -0.1% | -0.72% | 減少 |
| 22 | TSLA | Tesla INC | -0.1% | -6.83% | 減少 |
| 23 | T | At&t INC | -0.1% | +13.29% | 増加 |
| 24 | USB | US Bancorp | -0.1% | -1.72% | 減少 |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 変化なし |
| 26 | QCOM | Qualcomm INC | -0.2% | -1.14% | 減少 |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | -0.2% | -13.26% | 減少 |
| 28 | PYPL | Paypal Holdings INC | -0.2% | -20.51% | 減少 |
| 29 | CSCO | Cisco Systems INC | -0.2% | -0.18% | 減少 |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -22.39% | 減少 |
| 31 | COP | Conocophillips | -0.2% | +0.22% | 増加 |
| 32 | WBA | Walgreens Boots Alliance INC | -0.3% | -0.04% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.32% | 増加 |
| 34 | AMZN | Amazon.com INC | -0.4% | +1.11% | 増加 |
| 35 | BUD | Anheuser-busch Inbev-spn Adr | -0.4% | -1.62% | 減少 |
| 36 | WFC | Wells Fargo & Co | -0.5% | -22.16% | 減少 |
| 37 | SCHO | Schwab Short-term US Treas | -0.5% | -27.98% | 減少 |
| 38 | PFF | Ishares Preferred & Income S | -0.7% | +0.01% | 増加 |
| 39 | AAPL | Apple INC | -1.4% | -3.66% | 減少 |
| 40 | TIP | Ishares Tips Bond ETF | — | NEW | 新規購入 |
| 41 | PFE | Pfizer INC | — | EXIT | 全売却 |
| 42 | WLKP | Westlake Chemical Partners L | — | NEW | 新規購入 |
| 43 | CTLEUR | Centurylink INC | — | EXIT | 全売却 |
| 44 | AEUSD | Adams Resources & Energy INC | — | NEW | 新規購入 |
| 45 | SCHP | Schwab U.s. Tips ETF | — | NEW | 新規購入 |
| 46 | SPIP | Ss Spdr P Tips ETF | — | NEW | 新規購入 |
| 47 | MO | Altria Group INC | — | NEW | 新規購入 |
| 48 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 49 | DUK | Duke Energy CORP | — | NEW | 新規購入 |
| 50 | CRON | Cronos Group INC | — | EXIT | 全売却 |