CIK: 0001776296
申告総資産額
$2.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.69% | -0.07% | -1.76% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.87% | — | -2.62% | |
| 3 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.76% | — | +3.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.75% | -0.25% | -0.11% | |
| 5 | DIOD | Diodes INC | 株式-その他 | 2.67% | — | -0.13% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.61% | — | +1.11% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.49% | — | +3.43% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.48% | — | +3.39% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.47% | — | +2.16% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 2.33% | — | +1.72% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.61% | -23.81% | |
| 12 | PLD | Prologis INC | 株式-不動産 | 2.23% | — | — | |
| 13 | CMI | Cummins INC | 株式-資本財 | 2.17% | — | +5.40% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.12% | — | +1.41% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | — | +385.60% | |
| 16 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 1.91% | — | +3.75% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.89% | — | +8.09% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.86% | — | +0.66% | |
| 19 | AZO | Autozone INC | 株式-一般消費財 | 1.85% | — | +4.72% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.85% | — | +1.61% | |
| 21 | MET | Metlife INC | 株式-金融 | 1.76% | -0.11% | +6.09% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.76% | +0.15% | +7.21% | |
| 23 | DISCAUSD | Discovery INC - A | 株式-その他 | 1.69% | — | +4.91% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | — | -5.41% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.67% | — | -8.99% | |
| 26 | SRE | Sempra | 株式-公益事業 | 1.65% | — | -13.92% | |
| 27 | LSTR | Landstar System INC | 株式-資本財 | 1.58% | — | -8.19% | |
| 28 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.58% | — | -13.04% | |
| 29 | EXC | Exelon CORP | 株式-公益事業 | 1.52% | — | +3.27% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.45% | -1.39% | -29.88% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.44% | -0.20% | -8.51% | |
| 32 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 1.42% | — | -14.55% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | -6.00% | |
| 34 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.23% | — | -14.45% | |
| 35 | T | At&t INC | 株式-通信サービス | 1.23% | — | -9.68% | |
| 36 | CB | Chubb Limited | 株式-金融 | 1.10% | — | -21.75% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.08% | — | -7.35% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | +142.98% | |
| 39 | RJF | Raymond James Financial INC | 株式-金融 | 1.02% | -0.07% | EXIT | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.21% | +76.83% | |
| 41 | MDU | Mdu Resources Group INC | 株式-公益事業 | 0.92% | — | +12.81% | |
| 42 | VSH | Vishay Intertechnology INC | 株式-その他 | 0.90% | — | -3.82% | |
| 43 | MOS | Mosaic Co/the | 株式-素材 | 0.85% | — | +3.65% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.84% | — | — | |
| 45 | VLO | Valero Energy CORP | 株式-エネルギー | 0.81% | — | -8.63% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.78% | -0.03% | — | |
| 47 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.76% | — | -9.45% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.74% | -0.57% | +65.77% | |
| 49 | SNPS | Synopsys INC | 株式-IT | 0.71% | -0.19% | +72.35% | |
| 50 | BCS | Barclays Plc-spons Adr | 株式-金融 | 0.68% | — | +110.56% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.7% | +385.60% | 増加 |
| 2 | CSCO | Cisco Systems INC | +0.6% | +142.98% | 増加 |
| 3 | AAPL | Apple INC | +0.3% | -1.76% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.11% | 減少 |
| 5 | PG | Procter & Gamble Co/the | +0.2% | -2.62% | 減少 |
| 6 | NKE | Nike INC -cl B | +0.2% | +3.01% | 増加 |
| 7 | CMI | Cummins INC | 0% | +5.40% | 増加 |
| 8 | BMY | Bristol-myers Squibb Co | 0% | -8.99% | 減少 |
| 9 | LSTR | Landstar System INC | 0% | -8.19% | 減少 |
| 10 | HON | Honeywell International INC | 0% | +1.61% | 増加 |
| 11 | MSFT | Microsoft CORP | -0.1% | -23.81% | 減少 |
| 12 | TM | Toyota Motor CORP -spon Adr | -0.1% | -13.04% | 減少 |
| 13 | AZO | Autozone INC | -0.1% | +4.72% | 増加 |
| 14 | VSH | Vishay Intertechnology INC | -0.2% | -3.82% | 減少 |
| 15 | T | At&t INC | -0.2% | -9.68% | 減少 |
| 16 | AVGO | Broadcom INC | -0.2% | -8.51% | 減少 |
| 17 | DIOD | Diodes INC | -0.2% | -0.13% | 減少 |
| 18 | ICLR | ICON Public Limited Company | -0.2% | -14.55% | 減少 |
| 19 | RJF | Raymond James Financial INC | -0.3% | -14.15% | 減少 |
| 20 | SRE | Sempra | -0.4% | -13.92% | 減少 |
| 21 | CVX | Chevron CORP | -0.4% | +7.21% | 増加 |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | -0.4% | -72.85% | 減少 |
| 23 | MET | Metlife INC | -0.4% | +6.09% | 増加 |
| 24 | DIS | Walt Disney Co/the | -0.4% | -5.41% | 減少 |
| 25 | JPM | Jpmorgan Chase & Co | -0.4% | +1.41% | 増加 |
| 26 | CB | Chubb Limited | -0.4% | -21.75% | 減少 |
| 27 | MOS | Mosaic Co/the | -0.4% | +3.65% | 増加 |
| 28 | DISCAUSD | Discovery INC - A | -0.5% | +4.91% | 増加 |
| 29 | HD | Home Depot INC | -0.5% | -29.88% | 減少 |
| 30 | LYB | LyondellBasell Industries N.V. | -0.5% | -9.45% | 減少 |
| 31 | SU | Suncor Energy INC | -0.5% | -14.58% | 減少 |
| 32 | VLO | Valero Energy CORP | -0.6% | -8.63% | 減少 |
| 33 | HDB | Hdfc Bank Ltd-adr | -0.6% | -14.45% | 減少 |
| 34 | DAL | Delta Air Lines INC | — | EXIT | 全売却 |
| 35 | LPTUSD | Liberty Property Trust | — | EXIT | 全売却 |
| 36 | PLD | Prologis INC | — | NEW | 新規購入 |
| 37 | IDCC 1.5 03-01-20 | Interdigital INC | — | EXIT | 全売却 |
| 38 | RSPT | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 39 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 40 | VGT | Vanguard Info Tech ETF | — | NEW | 新規購入 |
| 41 | IDCC | Interdigital INC | — | NEW | 新規購入 |
| 42 | RSPH | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 43 | VHT | Vanguard Health Care ETF | — | NEW | 新規購入 |
| 44 | RSPF | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 45 | USHY | Ishares Broad Usd High Yield | — | NEW | 新規購入 |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 47 | ✓ | Indexiq ETF Tr | — | EXIT | 全売却 |
| 48 | RSPD | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 49 | RSPN | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 50 | VFH | Vanguard Financials ETF | — | NEW | 新規購入 |