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 | 6.01% | -1.10% | -5.95% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.47% | — | -10.07% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.24% | -0.23% | +9.34% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.70% | — | +0.23% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.82% | +1.09% | +3.49% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.72% | — | -1.08% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.63% | — | +20.01% | |
| 8 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.50% | — | -0.54% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 3.49% | — | +22.60% | |
| 10 | BIIB | Biogen INC | 株式-ヘルスケア | 3.38% | — | +24.43% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 3.12% | — | +20.43% | |
| 12 | TDG | Transdigm Group INC | 株式-資本財 | 3.06% | -0.05% | +17.62% | |
| 13 | PYPL | Paypal Holdings INC | 株式-金融 | 3.05% | — | +15.65% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.79% | — | -0.58% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 2.74% | — | -0.21% | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.68% | — | -19.08% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.29% | — | +4.30% | |
| 18 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.11% | — | -25.76% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +2.87% | |
| 20 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.99% | — | — | |
| 21 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.94% | — | -0.57% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.87% | — | +4.87% | |
| 23 | NOW | Servicenow INC | 株式-IT | 1.87% | — | -24.73% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.80% | — | -23.67% | |
| 25 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.74% | +1.06% | -0.19% | |
| 26 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.61% | — | -21.10% | |
| 27 | PCTY | Paylocity Holding CORP | 株式-IT | 1.59% | — | -26.15% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.52% | — | +2.06% | |
| 29 | SUI | Sun Communities INC | 株式-不動産 | 1.52% | — | +0.60% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 1.49% | — | -0.92% | |
| 31 | ROP | Roper Technologies INC | 株式-IT | 1.45% | — | -0.57% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 1.32% | — | -1.67% | |
| 33 | INTU | Intuit INC | 株式-IT | 1.31% | — | -24.89% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.06% | — | +3.26% | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.03% | — | +3.40% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.96% | +0.05% | +5.49% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.78% | — | +1.19% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.72% | — | +0.94% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.12% | +15.09% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +2.13% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.32% | -0.69% | +28.58% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | — | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -1.08% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +44.68% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | +56.32% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.22% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +1.23% | |
| 50 | BALL | Ball CORP | 株式-一般消費財 | 0.19% | +0.10% | — |