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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.25% | -0.27% | +66.03% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.48% | -2.55% | -1.16% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.04% | — | -0.17% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 3.62% | +0.07% | -6.81% | |
| 5 | T | At&t INC | 株式-通信サービス | 3.43% | — | +26.44% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 3.06% | — | -6.33% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.91% | +1.11% | — | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.45% | — | +11.78% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.37% | — | +79.39% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.15% | — | +24.41% | |
| 11 | EMF | Templeton Emerging Markets | 株式-その他 | 1.95% | — | -36.89% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.88% | — | -0.99% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.84% | — | +76.17% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.82% | — | +0.49% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.71% | — | -0.50% | |
| 16 | AEF | Abrdn Emerging Markets Ex Ch | 株式-その他 | 1.69% | -0.75% | -36.11% | |
| 17 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.54% | — | +0.47% | |
| 18 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.41% | — | +9.66% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.37% | — | — | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.35% | +0.40% | NEW | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | — | +5.98% | |
| 22 | PSEC | Prospect Capital CORP | 株式-その他 | 1.27% | — | +16.64% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.37% | +32.94% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.12% | — | +104.01% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.11% | — | +18.16% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.07% | — | +68.86% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.05% | — | +123.05% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +5.35% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.94% | -0.29% | -1.96% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | +16.64% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.91% | — | +28.17% | |
| 32 | URI | United Rentals INC | 株式-資本財 | 0.90% | +0.49% | +11.61% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.88% | — | -5.58% | |
| 34 | SBSW | Sibanye Stillwater Limited | 株式-その他 | 0.88% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | -0.07% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.83% | — | — | |
| 37 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.82% | — | — | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.82% | — | -0.88% | |
| 39 | AABAUSD | Altaba INC | 株式-その他 | 0.80% | — | — | |
| 40 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 0.77% | — | -10.02% | |
| 41 | BIIB | Biogen INC | 株式-ヘルスケア | 0.75% | — | +3.43% | |
| 42 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.73% | — | — | |
| 43 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.72% | — | — | |
| 44 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.70% | — | — | |
| 45 | ASA | ASA Gold and Precious Metals Limited | 株式-その他 | 0.67% | — | +65.69% | |
| 46 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.66% | -0.66% | -26.40% | |
| 47 | TRTN-PA | Triton International Limited | 株式-その他 | 0.65% | — | +12.06% | |
| 48 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.65% | — | +59.26% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.64% | — | +24.44% | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.59% | — | -54.75% |