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 | 9.47% | -2.55% | +4.15% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.20% | -0.27% | +5.81% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.47% | — | — | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.58% | — | -0.35% | |
| 5 | INTC | Intel CORP | 株式-IT | 3.09% | +1.11% | +1.23% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.65% | — | -5.74% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.13% | — | +179.36% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 2.06% | — | +304.04% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.94% | — | -26.54% | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 1.91% | — | +0.43% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.78% | — | +94.44% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.73% | — | +25.69% | |
| 13 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.56% | -0.66% | +174.90% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.55% | — | +0.88% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | +5.99% | |
| 16 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.42% | — | -54.09% | |
| 17 | EMF | Templeton Emerging Markets | 株式-その他 | 1.42% | — | +125.81% | |
| 18 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 1.40% | -0.02% | +362.08% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.36% | -0.37% | +55.66% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.32% | — | +1.95% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.27% | +0.07% | -10.69% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.18% | +0.40% | NEW | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.16% | — | -25.55% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.16% | — | +97.49% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.15% | — | -38.18% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -20.55% | |
| 27 | URI | United Rentals INC | 株式-資本財 | 1.07% | +0.49% | -1.60% | |
| 28 | VERI | Veritone INC | 株式-その他 | 1.07% | — | -0.73% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.03% | — | -48.86% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.01% | — | -59.56% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.00% | — | +9.66% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.95% | -0.29% | +838.87% | |
| 33 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.85% | — | -6.19% | |
| 34 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.80% | — | -11.18% | |
| 35 | BIIB | Biogen INC | 株式-ヘルスケア | 0.80% | — | +6.25% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | -86.67% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -51.06% | |
| 38 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 0.73% | — | +54.98% | |
| 39 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 0.70% | — | -29.85% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +16.95% | |
| 41 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.66% | — | -5.27% | |
| 42 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.63% | — | — | |
| 43 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.62% | — | +0.80% | |
| 44 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.62% | — | — | |
| 45 | ASA | ASA Gold and Precious Metals Limited | 株式-その他 | 0.60% | — | +352.20% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | +20.58% | |
| 47 | PSEC | Prospect Capital CORP | 株式-その他 | 0.56% | — | -47.83% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.53% | — | +48.63% | |
| 49 | SBSW | Sibanye-stillwater Ltd-adr | 株式-その他 | 0.52% | — | — | |
| 50 | TRTN-PA | Triton International Limited | 株式-その他 | 0.51% | — | -0.68% |