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 | 9.15% | -2.55% | +3.80% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.96% | -0.27% | +1.84% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.11% | — | +0.31% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 3.47% | — | -1.62% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.29% | — | -1.76% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.77% | — | +2.99% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.61% | — | +52.20% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.45% | +1.11% | +0.17% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 2.10% | — | +2.51% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.08% | — | — | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.85% | — | +62.10% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 1.81% | +0.07% | +36.24% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | -0.37% | — | |
| 14 | MU | Micron Technology INC | 株式-IT | 1.70% | +5.26% | +220.32% | |
| 15 | URI | United Rentals INC | 株式-資本財 | 1.66% | +0.49% | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | +75.94% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.48% | — | +34.00% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | — | -9.30% | |
| 19 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.23% | — | +14.01% | |
| 20 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 1.15% | — | — | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.14% | — | +0.08% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +34.55% | |
| 23 | LYG | Lloyds Banking Group Plc-adr | 株式-金融 | 1.13% | — | — | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.29% | +1.05% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | +0.40% | NEW | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +152.47% | |
| 27 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 0.96% | — | -55.06% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | -3.76% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.90% | — | -10.05% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | +0.02% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | — | -3.74% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.85% | — | +3.38% | |
| 33 | SDIVEUR | Global X Superdividend ETF | ETF-その他 | 0.81% | — | +84.92% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | — | |
| 35 | VERI | Veritone INC | 株式-その他 | 0.76% | — | -32.92% | |
| 36 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.72% | — | -36.96% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.68% | — | — | |
| 38 | TRTN-PA | Triton International Limited | 株式-その他 | 0.68% | — | — | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | -1.20% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.16% | +0.12% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.64% | +0.38% | +109.93% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.61% | — | -17.60% | |
| 43 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 0.60% | — | -9.39% | |
| 44 | BIIB | Biogen INC | 株式-ヘルスケア | 0.59% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | +20.44% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.90% | -2.44% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | — | -3.49% | |
| 48 | PSEC | Prospect Capital CORP | 株式-その他 | 0.52% | — | -1.59% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | +35.67% | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.50% | — | — |