CIK: 0001455251
申告総資産額
$3.9億
| # | 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 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 25.33% | — | — | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 12.26% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.86% | -0.99% | -18.46% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 5.33% | +0.18% | -2.07% | |
| 5 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 4.13% | — | -6.01% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.55% | -0.29% | -37.52% | |
| 7 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 3.14% | — | +55.42% | |
| 8 | UTG | Reaves Utility Income Fund | 株式-その他 | 3.05% | — | -7.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.95% | -0.27% | — | |
| 10 | CCI | Crown Castle INC | 株式-不動産 | 2.87% | — | — | |
| 11 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.74% | +0.19% | -10.12% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.63% | -0.14% | +13.64% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.60% | +0.10% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.60% | +0.05% | — | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 2.37% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.26% | -0.36% | +85.42% | |
| 17 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.85% | — | -5.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.84% | -0.70% | — | |
| 19 | ✓ | Wireless Telecom Group INC | 株式-その他 | 1.65% | — | — | |
| 20 | RTN1USD | Raytheon Company | 株式-その他 | 1.62% | — | — | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.27% | — | — | |
| 22 | KBA | Kraneshares Bosera Msci Chin | ETF-その他 | 1.09% | — | -1.05% | |
| 23 | ABX | Barrick Gold CORP | 株式-金融 | 1.06% | — | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.62% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | — | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +2.43% | |
| 27 | RILY | Brc Group Holdings INC | 株式-その他 | 0.41% | — | — | |
| 28 | AFL | Aflac INC | 株式-金融 | 0.40% | — | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | +0.10% | -1.39% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | -0.11% | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.54% | -1.96% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -1.05% | |
| 33 | CLX | Clorox Company | 株式-生活必需品 | 0.30% | — | — | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.25% | — | — | |
| 35 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.25% | — | — | |
| 36 | KKR | Kkr & Co INC | 株式-金融 | 0.24% | — | — | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | — | |
| 38 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | 株式-その他 | 0.18% | — | +94.03% | |
| 39 | ✓ | 株式-その他 | 0.17% | — | — | ||
| 40 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.05% | — | — | |
| 41 | ALRNEUR | Aileron Therapeutics INC | 株式-その他 | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences INC | +2% | -6.01% | 減少 |
| 2 | JNJ | Johnson & Johnson | +2% | -2.07% | 減少 |
| 3 | KWEB | Kranesh Csi China Internet | +1.9% | +55.42% | 増加 |
| 4 | MSFT | Microsoft CORP | +1.9% | -18.46% | 減少 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | +85.42% | 増加 |
| 6 | UTG | Reaves Utility Income Fund | +0.7% | -7.37% | 減少 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.6% | — | 変化なし |
| 8 | ✓ | Wireless Telecom Group INC | +0.3% | — | 変化なし |
| 9 | AEM | Agnico Eagle Mines LTD | +0.2% | -5.51% | 減少 |
| 10 | AAPL | Apple INC | -0.1% | -37.52% | 減少 |
| 11 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | -0.1% | +94.03% | 増加 |
| 12 | EPD | Enterprise Products Partners | -0.6% | -10.12% | 減少 |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | 全売却 |
| 14 | GLDM1USD | Spdr Gold Minishares Trust | — | NEW | 新規購入 |
| 15 | ✓ | VanEck China Semiconductor ETF | — | EXIT | 全売却 |
| 16 | ✓ | World Gold Tr Spdr Gl | — | EXIT | 全売却 |
| 17 | GDX | Vaneck Gold Miners ETF | — | NEW | 新規購入 |
| 18 | ✓ | Alphabet Inc. | — | EXIT | 全売却 |
| 19 | ✓ | Invesco Aerospace & Defense Et | — | EXIT | 全売却 |
| 20 | BAC | Bank Of America CORP | — | EXIT | 全売却 |
| 21 | ✓ | Cisco Systems, Inc. | — | EXIT | 全売却 |
| 22 | ✓ | Crown Castle Inc. | — | EXIT | 全売却 |
| 23 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 24 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 25 | ✓ | SPDR Gold Shares | — | EXIT | 全売却 |
| 26 | VICI | Vici Properties INC | — | EXIT | 全売却 |
| 27 | PPA | Invesco Aerospace & Defense | — | NEW | 新規購入 |
| 28 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 29 | ✓ | J P Morgan Chase And Co | — | EXIT | 全売却 |
| 30 | ✓ | Navigator Holdings LTD | — | EXIT | 全売却 |
| 31 | ✓ | Comcast Corporation | — | EXIT | 全売却 |
| 32 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 33 | TPLUSD | Texas Pacific Land Trust | — | EXIT | 全売却 |
| 34 | ✓ | Kimbell Royalty Partners LP | — | EXIT | 全売却 |
| 35 | DVY | Ishares Select Dividend ETF | — | EXIT | 全売却 |
| 36 | ✓ | Invesco Kbw Bank ETF | — | EXIT | 全売却 |
| 37 | ✓ | Exxon Mobil Corporation | — | EXIT | 全売却 |
| 38 | RTN1USD | Raytheon Company | — | NEW | 新規購入 |
| 39 | R6C2 | Royal Dutch Shell-spon Adr-b | — | EXIT | 全売却 |
| 40 | MBB | Ishares Mbs ETF | — | EXIT | 全売却 |
| 41 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 42 | ABX | Barrick Gold CORP | — | NEW | 新規購入 |
| 43 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |
| 44 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 45 | ✓ | B Riley Financial INC | — | EXIT | 全売却 |
| 46 | HILUSD | Hill International INC | — | EXIT | 全売却 |
| 47 | RILY | Brc Group Holdings INC | — | NEW | 新規購入 |
| 48 | ✓ | Ssga Active ETF Tr | — | EXIT | 全売却 |
| 49 | ✓ | KKR & Co. Inc. | — | EXIT | 全売却 |
| 50 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 全売却 |