CIK: 0001712686
申告総資産額
$4.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.21% | -1.10% | -7.54% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.59% | -0.23% | +9.89% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.75% | — | +0.28% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.67% | — | -10.58% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.55% | — | +0.26% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.93% | +1.09% | +9.68% | |
| 7 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 3.54% | — | -0.12% | |
| 8 | CRM | Salesforce INC | 株式-IT | 3.05% | — | +0.44% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.95% | — | +0.62% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.88% | — | +0.16% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.87% | — | +42.59% | |
| 12 | ADBE | Adobe INC | 株式-IT | 2.84% | — | -12.42% | |
| 13 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.73% | — | +2.14% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 2.70% | — | -20.94% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 2.64% | — | — | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 2.60% | — | +0.59% | |
| 17 | INTU | Intuit INC | 株式-IT | 2.45% | — | +0.36% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 2.44% | — | +44.71% | |
| 19 | ROP | Roper Technologies INC | 株式-IT | 2.33% | — | -0.49% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.31% | — | +6.72% | |
| 21 | PCTY | Paylocity Holding CORP | 株式-IT | 2.30% | — | +26.52% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 2.28% | — | -0.12% | |
| 23 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.20% | +1.06% | +27.56% | |
| 24 | TDG | Transdigm Group INC | 株式-資本財 | 2.15% | -0.05% | — | |
| 25 | NOW | Servicenow INC | 株式-IT | 2.15% | — | -21.52% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 2.01% | — | +44.40% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.90% | — | +0.41% | |
| 28 | ICE | Intercontinental Exchange In | 株式-金融 | 1.87% | — | +0.69% | |
| 29 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.83% | — | +59.01% | |
| 30 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.73% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.58% | — | +8.77% | |
| 32 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.27% | — | +10.07% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.05% | — | +6.82% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | +0.05% | +7.81% | |
| 35 | ZM | Zoom Communications INC | 株式-IT | 0.90% | — | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.80% | — | +8.02% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.76% | — | +6.18% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.12% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +8.61% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | — | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.28% | — | -0.25% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -2.39% | |
| 44 | BALL | Ball CORP | 株式-一般消費財 | 0.24% | +0.10% | — | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.20% | -0.69% | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | — | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.18% | — | +2.03% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.15% | — | — |