CIK: 0001594417
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 | HPE | Hewlett-Packard Company | 株式-IT | 22.83% | — | — | |
| 2 | BIT | Blackrock Multi-sector INC | 株式-その他 | 12.21% | -0.75% | EXIT | |
| 3 | ✓ | Western Asset Municipal Parnters FD Inc | 株式-その他 | 7.79% | — | — | |
| 4 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 6.02% | — | — | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 4.94% | -0.13% | — | |
| 6 | ✓ | Dreyfus Mun Income INC | 株式-その他 | 4.54% | — | — | |
| 7 | ✓ | Blackrock Defined Opprty Cr | 株式-その他 | 4.51% | — | — | |
| 8 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 4.25% | — | — | |
| 9 | CMCSA | Comcast Corporation | 株式-通信サービス | 4.18% | — | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.14% | — | — | |
| 11 | A | Agilent Technologies INC | 株式-ヘルスケア | 3.97% | -0.08% | EXIT | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.54% | — | — | |
| 13 | ✓ | 株式-その他 | 3.19% | — | — | ||
| 14 | STX | Seagate Technology Holdings plc | 株式-IT | 3.11% | — | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.09% | -0.32% | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.26% | — | |
| 17 | WFRD | Weatherford International plc | 株式-エネルギー | 2.55% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.53% | — | — |