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 | 5.96% | -2.55% | -0.17% | |
| 2 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.25% | — | +0.02% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 3.37% | +0.07% | +5.00% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.02% | — | +0.46% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.89% | — | — | |
| 6 | INTC | Intel CORP | 株式-IT | 2.86% | +1.11% | -3.99% | |
| 7 | MU | Micron Technology INC | 株式-IT | 2.82% | +5.26% | -10.02% | |
| 8 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 2.46% | — | +7.03% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.97% | -0.37% | +59.74% | |
| 10 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.91% | -0.66% | -9.17% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.88% | — | -61.27% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | -0.27% | +7.44% | |
| 13 | ✓ | Etfs Platinum Tr | 株式-その他 | 1.65% | — | -25.52% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.59% | — | -5.14% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.58% | — | -8.29% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.56% | — | +1.77% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.46% | — | +13.45% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.28% | — | +93.00% | |
| 19 | IQ | Iqiyi Inc-adr | 株式-その他 | 1.25% | — | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | -1.61% | |
| 21 | PSEC | Prospect Capital CORP | 株式-その他 | 1.17% | — | +8.71% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.16% | — | — | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 1.14% | — | -8.60% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | +0.40% | NEW | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 1.13% | — | -28.70% | |
| 26 | C | Citigroup INC | 株式-金融 | 1.11% | — | — | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | +4.47% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.08% | — | +15.45% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | +0.11% | — | |
| 30 | VALE | Vale Sa-sp Adr | 株式-素材 | 1.01% | — | — | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.00% | — | +1.56% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.96% | — | +61.98% | |
| 33 | URI | United Rentals INC | 株式-資本財 | 0.96% | +0.49% | — | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.96% | — | +29.10% | |
| 35 | BIIB | Biogen INC | 株式-ヘルスケア | 0.94% | — | — | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | — | — | |
| 37 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.93% | — | — | |
| 38 | AABAUSD | Altaba INC | 株式-その他 | 0.91% | — | — | |
| 39 | ✓ | 株式-その他 | 0.91% | — | — | ||
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -0.03% | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.89% | — | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.88% | — | +14.15% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | — | +107.11% | |
| 44 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.86% | — | -2.00% | |
| 45 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.79% | — | — | |
| 46 | ✓ | Andeavor Logistics LP | 株式-その他 | 0.79% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +8.68% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -1.97% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.77% | — | -4.52% |