CIK: 0001594591
申告総資産額
$2.0億
| # | 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 | WMB | Williams Cos INC | 株式-エネルギー | 32.42% | — | -14.93% | |
| 2 | ET | Energy Transfer LP | 株式-エネルギー | 17.32% | — | — | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 9.89% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 9.08% | — | — | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.28% | — | — | |
| 6 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 5.99% | — | — | |
| 7 | CELG | Celgene CORP | 株式-その他 | 5.76% | — | — | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 5.62% | — | — | |
| 9 | AVGO | Broadcom Inc. | 株式-IT | 3.03% | — | — | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 2.97% | — | — | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 0.72% | — | -82.74% | |
| 12 | EBAY | Ebay INC | 株式-一般消費財 | 0.39% | — | -90.45% | |
| 13 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.35% | — | -93.15% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | -3.6% | -82.74% | 減少 |
| 2 | EBAY | Ebay INC | -4% | -90.45% | 減少 |
| 3 | NXPI | NXP Semiconductors N.V. | -4% | -93.15% | 減少 |
| 4 | WMB | Williams Cos INC | -10.3% | -14.93% | 減少 |
| 5 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 6 | AABAUSD | Altaba INC | — | EXIT | 全売却 |
| 7 | ✓ | Forest City Realty Trust- A | — | EXIT | 全売却 |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 9 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 全売却 |
| 11 | AAPL | Apple INC | — | NEW | 新規購入 |
| 12 | VV | Vanguard Large-cap ETF | — | NEW | 新規購入 |
| 13 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 14 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 15 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 16 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 17 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 18 | HGV | Hilton Grand Vacations INC | — | EXIT | 全売却 |
| 19 | ARCO | Arcos Dorados Holdings Inc. | — | EXIT | 全売却 |
| 20 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |