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 | 5.17% | -2.55% | +7.26% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.88% | -0.27% | -0.50% | |
| 3 | T | At&t INC | 株式-通信サービス | 4.23% | — | +10.27% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.31% | — | +0.23% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.29% | — | — | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 2.99% | +0.07% | +0.43% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.63% | +1.11% | -2.24% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.35% | — | +24.44% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.19% | — | -0.66% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.18% | — | — | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.06% | — | +0.16% | |
| 12 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.91% | — | -3.40% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.72% | — | +0.73% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.70% | — | +3.53% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.67% | — | +152.22% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.59% | +0.40% | NEW | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.53% | — | -0.93% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.47% | — | +22.28% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | +0.05% | |
| 20 | PSEC | Prospect Capital CORP | 株式-その他 | 1.39% | — | +10.00% | |
| 21 | SBSW | Sibanye Stillwater Limited | 株式-その他 | 1.26% | — | +15.54% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.24% | — | -2.45% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | -10.84% | |
| 24 | URI | United Rentals INC | 株式-資本財 | 0.97% | +0.49% | +1.53% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | — | |
| 26 | BHF | Brighthouse Financial INC | 株式-金融 | 0.94% | — | — | |
| 27 | EMF | Templeton Emerging Markets | 株式-その他 | 0.94% | — | -37.79% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.93% | — | -8.54% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | -19.09% | |
| 30 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.85% | — | +11.79% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | — | +4.72% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.84% | -0.29% | -4.13% | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.82% | — | +48.07% | |
| 34 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.82% | — | — | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.78% | — | -8.01% | |
| 36 | ASA | ASA Gold and Precious Metals Limited | 株式-その他 | 0.77% | — | -4.84% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.76% | — | — | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.72% | — | — | |
| 39 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 0.72% | — | -7.22% | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.71% | — | -21.60% | |
| 41 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.70% | -0.66% | +10.25% | |
| 42 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 0.69% | — | -1.52% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.69% | — | -40.11% | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.68% | — | -18.37% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | — | +55.86% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.67% | — | — | |
| 47 | BIIB | Biogen INC | 株式-ヘルスケア | 0.65% | — | — | |
| 48 | AYAEUR | Stars Group Inc/the | 株式-その他 | 0.65% | — | -1.94% | |
| 49 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.64% | — | — | |
| 50 | IDA | Idacorp INC | 株式-公益事業 | 0.62% | — | +0.57% |