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 | 9.39% | -2.55% | -3.46% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.92% | -0.27% | -13.70% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 5.84% | — | +0.35% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.56% | -0.37% | +3.12% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 4.34% | — | +1.10% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 3.64% | — | +0.15% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.18% | -0.90% | +21.42% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.75% | — | -4.46% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.53% | -0.29% | +1.08% | |
| 10 | URI | United Rentals INC | 株式-資本財 | 2.51% | +0.49% | -0.91% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | +0.48% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.31% | +0.07% | +21.97% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.82% | +1.11% | -1.17% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.77% | — | +6.73% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.39% | — | +24.95% | |
| 16 | MS | Morgan Stanley | 株式-金融 | 1.37% | +0.38% | +14.69% | |
| 17 | KOF | Coca-cola Femsa Sab-sp Adr | 株式-その他 | 1.24% | — | -2.45% | |
| 18 | ✓ | On Hldg AG | 株式-その他 | 0.97% | — | +3.73% | |
| 19 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.95% | — | — | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | +0.40% | NEW | |
| 21 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.80% | — | +0.29% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 0.78% | — | -26.07% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | +0.16% | +3.04% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | +0.35% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.74% | — | +1.78% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.73% | — | -0.48% | |
| 27 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 0.73% | — | +2.24% | |
| 28 | HDGE | Advisorshares Ranger Eq Bear | ETF-その他 | 0.68% | -0.93% | -10.49% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.67% | — | +0.90% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.66% | — | -36.14% | |
| 31 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.63% | — | -16.16% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +4.45% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | — | +0.09% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +0.08% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | +2.06% | |
| 37 | MXF | Mexico Fund INC | 株式-その他 | 0.55% | — | — | |
| 38 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.52% | — | +9.24% | |
| 39 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.51% | — | — | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.50% | — | +194.59% | |
| 41 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.49% | — | +28.57% | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.48% | — | — | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.47% | — | -6.12% | |
| 44 | LF2 | Pacific Premier Bancorp INC | 株式-その他 | 0.47% | — | — | |
| 45 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.47% | — | -30.97% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.47% | — | — | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.46% | — | -18.69% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | -5.43% | |
| 49 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.46% | — | -2.25% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.45% | — | -2.14% |