CIK: 0001730578
申告総資産額
$1.5億
| # | 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 | 5.24% | -2.55% | -18.05% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.81% | — | +524.96% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.75% | — | +0.35% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | -0.27% | -2.00% | |
| 5 | MU | Micron Technology INC | 株式-IT | 3.04% | +5.26% | +55.20% | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 3.04% | +0.07% | -0.51% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.94% | +1.11% | -3.00% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.48% | — | — | |
| 9 | ✓ | Etfs Platinum Tr | 株式-その他 | 2.42% | — | +49.95% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.35% | — | -4.11% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.27% | — | -8.83% | |
| 12 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.11% | -0.66% | — | |
| 13 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 2.09% | — | +2.89% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.03% | — | -8.65% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.78% | — | — | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.65% | — | +88.04% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.60% | — | -20.03% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.57% | — | -14.19% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.46% | — | +36.35% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.45% | — | -20.79% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.42% | — | +0.27% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | — | -8.08% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | -0.37% | — | |
| 25 | URI | United Rentals INC | 株式-資本財 | 1.09% | +0.49% | -6.00% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | +0.40% | NEW | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | -4.46% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.04% | — | — | |
| 29 | PSEC | Prospect Capital CORP | 株式-その他 | 1.03% | — | +2.00% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.98% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | — | -2.68% | |
| 32 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.92% | — | +155.02% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.91% | — | -23.73% | |
| 34 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.91% | — | — | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -21.53% | |
| 36 | AABAUSD | Altaba INC | 株式-その他 | 0.90% | — | — | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.90% | — | — | |
| 38 | ✓ | 株式-その他 | 0.90% | — | — | ||
| 39 | BIIB | Biogen INC | 株式-ヘルスケア | 0.88% | — | — | |
| 40 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.78% | — | — | |
| 41 | YYEUR | Yy Inc-adr | 株式-その他 | 0.78% | — | -4.10% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.77% | — | -38.62% | |
| 43 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.76% | -0.02% | +48.61% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.75% | — | +156.51% | |
| 45 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.73% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -2.62% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.71% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | -0.66% | |
| 49 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.71% | — | — | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | +44.44% |