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 | 6.78% | -2.55% | +5.41% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.17% | -0.27% | +10.83% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.14% | — | -0.06% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 3.54% | +0.07% | — | |
| 5 | T | At&t INC | 株式-通信サービス | 3.11% | — | +125.83% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.94% | — | — | |
| 7 | INTC | Intel CORP | 株式-IT | 2.49% | +1.11% | +1.96% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.29% | — | -0.25% | |
| 9 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 2.19% | — | +5.58% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.15% | — | +9.10% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.92% | -0.37% | +1.13% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.71% | — | +0.65% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.70% | — | +62.30% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.69% | — | +45.49% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.68% | — | +12.06% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.65% | — | — | |
| 17 | MU | Micron Technology INC | 株式-IT | 1.49% | +5.26% | -31.78% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.44% | — | +2.29% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.17% | — | +9.33% | |
| 20 | PSEC | Prospect Capital CORP | 株式-その他 | 1.16% | — | +0.92% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | +0.40% | NEW | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.11% | — | +44.15% | |
| 23 | PYPL | Paypal Holdings INC | 株式-金融 | 1.10% | — | — | |
| 24 | BIIB | Biogen INC | 株式-ヘルスケア | 1.03% | — | — | |
| 25 | URI | United Rentals INC | 株式-資本財 | 1.00% | +0.49% | +4.08% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +2.98% | |
| 27 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.94% | — | — | |
| 28 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.93% | -0.66% | -40.00% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.91% | — | — | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.86% | — | +3.98% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.84% | — | +1.42% | |
| 32 | ✓ | Andeavor Logistics LP | 株式-その他 | 0.83% | — | — | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.83% | -0.29% | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.82% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +7.00% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.79% | — | -7.07% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.79% | — | — | |
| 38 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.76% | — | +7.14% | |
| 39 | ✓ | 株式-その他 | 0.76% | — | -19.00% | ||
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.73% | — | +15.70% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.73% | — | -31.97% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | -5.78% | |
| 43 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.70% | — | -25.68% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +20.95% | |
| 45 | ✓ | Etfs Platinum Tr | 株式-その他 | 0.69% | — | -51.19% | |
| 46 | AABAUSD | Altaba INC | 株式-その他 | 0.69% | — | -9.83% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.66% | — | -23.08% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.65% | — | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | +0.16% | -0.50% | |
| 50 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 0.61% | — | -12.22% |