CIK: 0001677443
申告総資産額
$1.8億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 20.59% | -2.89% | -3.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.12% | -2.07% | +18.11% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.47% | -0.82% | -10.46% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.27% | +0.06% | -5.18% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.84% | +0.62% | +25.94% | |
| 6 | T | At&t INC | 株式-通信サービス | 4.74% | +0.33% | +1.03% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 4.71% | -0.21% | -2.73% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.44% | — | -2.93% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.25% | — | -3.08% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.65% | — | +1971.82% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 3.05% | -0.19% | -1.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.67% | — | +4266.32% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 2.39% | — | -25.64% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 2.12% | — | +53.98% | |
| 15 | RTN1USD | Raytheon Company | 株式-その他 | 1.66% | -0.39% | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | +0.10% | +45.71% | |
| 17 | FRCB | First Republic Bank/ca | 株式-金融 | 1.54% | — | — | |
| 18 | INTC | Intel CORP | 株式-IT | 1.38% | +0.27% | -9.97% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.35% | — | -22.47% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 1.22% | — | -56.78% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 1.12% | — | — | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.97% | — | -20.82% | |
| 23 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.89% | — | -58.63% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.33% | +12.08% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.51% | +0.03% | -6.17% | |
| 26 | PBCTEUR | People's United Financial | 株式-その他 | 0.42% | — | — | |
| 27 | UL | Unilever PLC | 株式-生活必需品 | 0.38% | -0.18% | -13.79% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | +0.24% | -43.51% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | +0.09% | — | |
| 30 | DB | Deutsche Bank Aktiengesellschaft | 株式-金融 | 0.29% | — | — | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | +0.07% | -2.55% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | -0.07% | +0.74% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | +0.02% | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.16% | +0.05% | +3.34% | |
| 37 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.15% | — | +33.33% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.15% | +0.03% | — | |
| 39 | XONUSD | Intrexon CORP | 株式-その他 | 0.15% | — | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.12% | — | -26.76% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.12% | — | — | |
| 42 | SUN | Sunoco LP | 株式-その他 | 0.11% | — | +16666.67% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.11% | — | +8.00% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | +6.60% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.11% | — | — | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.10% | — | +54.35% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.09% | +0.03% | NEW | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.08% | +0.03% | NEW | |
| 49 | SLB | Slb LTD | 株式-エネルギー | 0.08% | — | — | |
| 50 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.08% | +0.02% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIA | Ss Spdr Dow Jones Indus Avg | +3.5% | +1971.82% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +2.6% | +4266.32% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +18.11% | 増加 |
| 4 | XLE | Ss Energy Select Sector | +0.8% | +53.98% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | -3.08% | 減少 |
| 6 | XOM | Exxon Mobil CORP | +0.5% | +45.71% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.3% | +25.94% | 増加 |
| 8 | MS | Morgan Stanley | +0.2% | — | 変化なし |
| 9 | CVX | Chevron CORP | +0.2% | -1.73% | 減少 |
| 10 | T | At&t INC | +0.2% | +1.03% | 増加 |
| 11 | SUN | Sunoco LP | +0.1% | +16666.67% | 増加 |
| 12 | TSLA | Tesla INC | +0.1% | +12.08% | 増加 |
| 13 | PBCTEUR | People's United Financial | +0.1% | — | 変化なし |
| 14 | COR1EUR | Coresite Realty CORP | 0% | +33.33% | 増加 |
| 15 | PSX | Phillips 66 | 0% | +54.35% | 増加 |
| 16 | MSFT | Microsoft CORP | 0% | +3.34% | 増加 |
| 17 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 18 | IBM | Intl Business Machines CORP | — | — | 変化なし |
| 19 | TRV | Travelers Cos Inc/the | 0% | EXIT | 全売却 |
| 20 | XONUSD | Intrexon CORP | 0% | — | 変化なし |
| 21 | HON | Honeywell International INC | -0.1% | -26.76% | 減少 |
| 22 | PFF | Ishares Preferred & Income S | -0.1% | -6.17% | 減少 |
| 23 | BAC | Bank Of America CORP | -0.1% | -25.64% | 減少 |
| 24 | VZ | Verizon Communications INC | -0.1% | -2.73% | 減少 |
| 25 | UL | Unilever PLC | -0.2% | -13.79% | 減少 |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -67.87% | 減少 |
| 27 | AEP | American Electric Power Company, Inc. | -0.2% | -20.82% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -10.46% | 減少 |
| 29 | JNJ | Johnson & Johnson | -0.3% | -43.51% | 減少 |
| 30 | INTC | Intel CORP | -0.3% | -9.97% | 減少 |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | -0.4% | -2.93% | 減少 |
| 32 | DUK | Du Pont E I De Nemour&Co | -0.5% | -96.92% | 減少 |
| 33 | PFE | Pfizer INC | -0.6% | -22.47% | 減少 |
| 34 | V | Visa Inc-class A Shares | -1% | -5.18% | 減少 |
| 35 | CELG | Celgene CORP | -1.5% | -56.78% | 減少 |
| 36 | UAA | Under Armour Inc-class A | -2.1% | -58.63% | 減少 |
| 37 | META | Meta Platforms Inc-class A | -4.5% | -3.19% | 減少 |
| 38 | RTN1USD | Raytheon Company | — | NEW | 新規購入 |
| 39 | FRCB | First Republic Bank/ca | — | NEW | 新規購入 |
| 40 | REGN | Regeneron Pharmaceuticals | — | EXIT | 全売却 |
| 41 | DB | Deutsche Bank Aktiengesellschaft | — | NEW | 新規購入 |
| 42 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 43 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 44 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 45 | AAL | American Airlines Group INC | — | EXIT | 全売却 |
| 46 | WES | Western Midstream Partners, LP | — | NEW | 新規購入 |
| 47 | DOW | Dow Chem Co | — | NEW | 新規購入 |
| 48 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 49 | ✓ | — | NEW | 新規購入 | |
| 50 | CI | The Cigna Group | — | EXIT | 全売却 |