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 | 5.54% | -0.27% | -44.41% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.41% | -2.55% | -1.87% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.84% | — | -0.19% | |
| 4 | T | At&t INC | 株式-通信サービス | 3.52% | — | -0.31% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.32% | — | — | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 2.95% | +0.07% | -11.43% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.59% | +1.11% | +3.48% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.47% | — | -9.51% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.14% | — | +4.98% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.06% | — | -8.89% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.94% | — | -18.27% | |
| 12 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.92% | — | +17.69% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.76% | — | +0.76% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.69% | — | -2.63% | |
| 15 | EMF | Templeton Emerging Markets | 株式-その他 | 1.61% | — | -15.42% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.52% | — | -11.63% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 1.45% | — | — | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.35% | +0.40% | NEW | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.34% | — | +89.44% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.34% | — | +16.93% | |
| 21 | PSEC | Prospect Capital CORP | 株式-その他 | 1.29% | — | +5.59% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | -0.02% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.16% | — | +11.63% | |
| 24 | URI | United Rentals INC | 株式-資本財 | 1.05% | +0.49% | +4.80% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | +13.41% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.03% | — | +5.22% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | — | |
| 28 | SBSW | Sibanye Stillwater Limited | 株式-その他 | 1.00% | — | +2.42% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.99% | — | -5.31% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.95% | -0.29% | +8.47% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.94% | — | -5.21% | |
| 32 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.93% | — | +68.94% | |
| 33 | AEF | Abrdn Emerging Markets Ex Ch | 株式-その他 | 0.92% | -0.75% | -43.66% | |
| 34 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.90% | — | -6.61% | |
| 35 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.86% | — | — | |
| 36 | VERI | Veritone INC | 株式-その他 | 0.85% | — | +133.10% | |
| 37 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.84% | — | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | — | -8.63% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.37% | -21.71% | |
| 40 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.80% | — | +58.40% | |
| 41 | ASA | ASA Gold and Precious Metals Limited | 株式-その他 | 0.79% | — | +9.64% | |
| 42 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 0.78% | — | +4.02% | |
| 43 | AYAEUR | Stars Group Inc/the | 株式-その他 | 0.77% | — | — | |
| 44 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 0.76% | — | -7.92% | |
| 45 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.75% | — | — | |
| 46 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.73% | — | — | |
| 47 | AABAUSD | Altaba INC | 株式-その他 | 0.72% | — | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | +0.31% | |
| 49 | BIIB | Biogen INC | 株式-ヘルスケア | 0.68% | — | -5.29% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.66% | — | — |