CIK: 0001730945
申告総資産額
$3.7億
| # | 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 | 12.59% | -0.17% | +4.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.08% | +0.06% | +7.98% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.01% | +0.08% | -2.75% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 3.61% | — | +5.14% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.47% | — | +7.92% | |
| 6 | CTLEUR | Centurylink INC | 株式-その他 | 3.17% | — | +21.87% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.97% | +0.37% | -0.54% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | -0.03% | +0.40% | |
| 9 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.46% | — | -10.64% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.31% | — | -2.82% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.06% | +0.16% | +2.78% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 2.05% | — | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.00% | — | -0.26% | |
| 14 | CSX | Csx CORP | 株式-資本財 | 1.92% | — | -1.43% | |
| 15 | CTMX | Cytomx Therapeutics INC | 株式-その他 | 1.86% | — | +2.43% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.07% | +8.79% | |
| 17 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.64% | — | +2.10% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.48% | — | -10.18% | |
| 19 | C | Citigroup INC | 株式-金融 | 1.42% | — | -1.54% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.35% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | -6.31% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.24% | -0.13% | -1.63% | |
| 23 | CELG | Celgene CORP | 株式-その他 | 1.21% | — | -16.50% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.20% | — | +0.90% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 1.16% | +0.03% | +2.49% | |
| 26 | TRTN-PA | Triton International Limited | 株式-その他 | 1.14% | — | -58.46% | |
| 27 | BIIB | Biogen INC | 株式-ヘルスケア | 1.14% | — | -0.28% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.06% | — | — | |
| 29 | ROST | Ross Stores INC | 株式-一般消費財 | 1.04% | — | -2.92% | |
| 30 | BOX | Box INC - Class A | 株式-IT | 1.01% | — | +2.84% | |
| 31 | HRTX | Heron Therapeutics INC | 株式-その他 | 1.00% | -0.76% | -0.28% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.93% | -0.34% | EXIT | |
| 33 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.91% | — | -4.92% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.86% | — | -6.70% | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.85% | — | — | |
| 36 | INTC | Intel CORP | 株式-IT | 0.83% | +0.08% | -5.33% | |
| 37 | EMBJ | Embraer Sa-spon Adr | 株式-資本財 | 0.78% | — | +136.34% | |
| 38 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.75% | — | +4.56% | |
| 39 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.71% | — | +0.02% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | — | |
| 41 | ACN | Accenture plc | 株式-IT | 0.67% | — | — | |
| 42 | LUV | Southwest Airlines Co | 株式-資本財 | 0.65% | — | -9.73% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.59% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +64.73% | |
| 45 | Z | Zillow Group INC - C | 株式-通信サービス | 0.56% | — | +4.85% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +8.45% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +61.64% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +0.01% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | — | +4.67% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | +4.22% | 増加 |
| 2 | AAPL | Apple INC | +0.8% | +7.98% | 増加 |
| 3 | CTLEUR | Centurylink INC | +0.7% | +21.87% | 増加 |
| 4 | TTD | Trade Desk Inc/the -class A | +0.6% | -10.64% | 減少 |
| 5 | EMBJ | Embraer Sa-spon Adr | +0.3% | +136.34% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.3% | -2.75% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.3% | +8.79% | 増加 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +64.73% | 増加 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +61.64% | 増加 |
| 10 | MELI | Mercadolibre INC | +0.1% | +2.10% | 増加 |
| 11 | BIIB | Biogen INC | +0.1% | -0.28% | 減少 |
| 12 | CSX | Csx CORP | +0.1% | -1.43% | 減少 |
| 13 | CRM | Salesforce INC | +0.1% | +0.90% | 増加 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | — | 変化なし |
| 15 | ✓ | +0.1% | +67.10% | 増加 | |
| 16 | DIS | Walt Disney Co/the | +0.1% | -0.26% | 減少 |
| 17 | AMGN | Amgen INC | +0.1% | — | 変化なし |
| 18 | HON | Honeywell International INC | +0.1% | — | 変化なし |
| 19 | YUM | Yum! Brands INC | +0.1% | — | 変化なし |
| 20 | V | Visa Inc-class A Shares | +0.1% | -2.82% | 減少 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +2.78% | 増加 |
| 22 | ROST | Ross Stores INC | +0.1% | -2.92% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +0.40% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -0.54% | 減少 |
| 25 | CLVSEUR | Clovis Oncology INC | -0.2% | +18.69% | 増加 |
| 26 | Z | Zillow Group INC - C | -0.2% | +4.85% | 増加 |
| 27 | YUMC | Yum China Holdings INC | -0.2% | -4.92% | 減少 |
| 28 | DAL | Delta Air Lines INC | -0.2% | -43.92% | 減少 |
| 29 | HRTX | Heron Therapeutics INC | -0.3% | -0.28% | 減少 |
| 30 | MHK | Mohawk Industries INC | -0.4% | -51.89% | 減少 |
| 31 | KEY | Keycorp | -0.5% | -69.77% | 減少 |
| 32 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +5.14% | 増加 |
| 33 | CTMX | Cytomx Therapeutics INC | -0.5% | +2.43% | 増加 |
| 34 | META | Meta Platforms Inc-class A | -0.6% | +7.92% | 増加 |
| 35 | IBN | Icici Bank Ltd-spon Adr | -0.8% | -85.65% | 減少 |
| 36 | TRTN-PA | Triton International Limited | -1.6% | -58.46% | 減少 |
| 37 | ✓ | Andeavor Logistics LP | — | EXIT | 全売却 |
| 38 | VV | Vanguard Large-cap ETF | — | NEW | 新規購入 |
| 39 | IQ | Iqiyi Inc-adr | — | NEW | 新規購入 |
| 40 | QQEW | First Tr Nasdaq-100 Sel Eq | — | NEW | 新規購入 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 43 | SMG | Scotts Miracle-gro Co | — | EXIT | 全売却 |
| 44 | TTMCHF | Tata Motors Ltd-spon Adr | — | EXIT | 全売却 |
| 45 | TOL | Toll Brothers INC | — | NEW | 新規購入 |
| 46 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 47 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 48 | DPZ | Domino's Pizza INC | — | NEW | 新規購入 |
| 49 | CHLUSD | China Mobile Ltd-spon Adr | — | EXIT | 全売却 |
| 50 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |