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 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.13% | -0.23% | +9.49% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.01% | -1.10% | -0.94% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.13% | — | -7.99% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.79% | — | -0.47% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 4.44% | — | -0.68% | |
| 6 | BIIB | Biogen INC | 株式-ヘルスケア | 4.21% | — | -0.76% | |
| 7 | NFLX | Netflix INC | 株式-通信サービス | 3.67% | — | — | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.57% | +1.09% | +3.15% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.54% | — | -0.60% | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 3.15% | — | -0.91% | |
| 11 | ADBE | Adobe INC | 株式-IT | 3.00% | — | -1.69% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.77% | — | +1169.99% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 2.47% | — | -0.12% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.47% | — | -12.29% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 2.47% | — | -25.80% | |
| 16 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.38% | — | +21.45% | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.34% | — | +27.27% | |
| 18 | NOW | Servicenow INC | 株式-IT | 2.20% | — | -1.26% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.20% | — | -39.31% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.99% | — | -31.65% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.95% | — | +2.97% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.86% | — | -0.85% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.70% | — | -1.04% | |
| 24 | PCTY | Paylocity Holding CORP | 株式-IT | 1.65% | — | +20.84% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.64% | — | -20.12% | |
| 26 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.54% | +1.06% | -22.31% | |
| 27 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.50% | — | -19.81% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.40% | — | +3.56% | |
| 29 | SUI | Sun Communities INC | 株式-不動産 | 1.39% | — | -6.55% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.36% | — | +40.52% | |
| 31 | INTU | Intuit INC | 株式-IT | 1.34% | — | -1.48% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 1.21% | — | -27.24% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.12% | — | -24.92% | |
| 34 | ICE | Intercontinental Exchange In | 株式-金融 | 0.93% | — | -30.96% | |
| 35 | ROP | Roper Technologies INC | 株式-IT | 0.92% | — | -38.78% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.79% | +0.05% | +3.25% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | — | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.71% | — | +2.94% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.70% | — | +2.69% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.12% | +1.85% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.61% | -0.69% | +89.29% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.46% | — | +3.57% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 48 | BALL | Ball CORP | 株式-一般消費財 | 0.22% | +0.10% | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | — | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.20% | — | +16.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +2.5% | +1169.99% | 増加 |
| 2 | AMZN | Amazon.com INC | +1.9% | +9.49% | 増加 |
| 3 | VRTX | Vertex Pharmaceuticals INC | +0.9% | -0.68% | 減少 |
| 4 | BIIB | Biogen INC | +0.8% | -0.76% | 減少 |
| 5 | ADBE | Adobe INC | +0.3% | -1.69% | 減少 |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +40.52% | 増加 |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +89.29% | 増加 |
| 8 | TTD | Trade Desk Inc/the -class A | +0.2% | +27.27% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.1% | -0.91% | 減少 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.47% | 減少 |
| 11 | CRM | Salesforce INC | +0.1% | -0.85% | 減少 |
| 12 | PCTY | Paylocity Holding CORP | +0.1% | +20.84% | 増加 |
| 13 | INTU | Intuit INC | 0% | -1.48% | 減少 |
| 14 | IWP | Ishares Russell Mid-cap Grow | 0% | +2.69% | 増加 |
| 15 | VTV | Vanguard Value ETF | -0.1% | +3.57% | 増加 |
| 16 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | +2.94% | 増加 |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +3.56% | 増加 |
| 18 | SUI | Sun Communities INC | -0.1% | -6.55% | 減少 |
| 19 | UNP | Union Pacific CORP | -0.2% | -1.04% | 減少 |
| 20 | SCHA | Schwab US Small-cap ETF | -0.2% | +3.25% | 増加 |
| 21 | META | Meta Platforms Inc-class A | -0.2% | -0.60% | 減少 |
| 22 | ✓ | Costco Wholesale Corporation | -0.2% | -22.31% | 減少 |
| 23 | SCHF | Schwab Intl Equity ETF | -0.3% | +3.15% | 増加 |
| 24 | AMT | American Tower CORP | -0.3% | -27.24% | 減少 |
| 25 | V | Visa Inc-class A Shares | -0.3% | -12.29% | 減少 |
| 26 | AAPL | Apple INC | -0.3% | -7.99% | 減少 |
| 27 | SCHM | Schwab US Mid Cap ETF | -0.3% | +2.97% | 増加 |
| 28 | ICE | Intercontinental Exchange In | -0.4% | -30.96% | 減少 |
| 29 | HD | Home Depot INC | -0.4% | -20.12% | 減少 |
| 30 | LULU | Lululemon Athletica INC | -0.4% | -19.81% | 減少 |
| 31 | SHW | Sherwin-williams Co/the | -0.5% | -24.92% | 減少 |
| 32 | ROP | Roper Technologies INC | -0.5% | -38.78% | 減少 |
| 33 | GS | Goldman Sachs Group INC | -0.7% | -0.12% | 減少 |
| 34 | DHR | Danaher CORP | -0.8% | -31.65% | 減少 |
| 35 | MA | Mastercard INC - A | -1% | -25.80% | 減少 |
| 36 | UNH | Unitedhealth Group INC | -1.4% | -39.31% | 減少 |
| 37 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 38 | TDG | Transdigm Group INC | — | EXIT | 全売却 |
| 39 | AMLPUSD | Alerian Mlp ETF | — | EXIT | 全売却 |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新規購入 |
| 41 | CVX | Chevron CORP | — | EXIT | 全売却 |
| 42 | KBWB | Invesco Kbw Bank ETF | — | EXIT | 全売却 |
| 43 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | 全売却 |
| 44 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 45 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 46 | SCHB | Schwab US Broad Market ETF | — | NEW | 新規購入 |
| 47 | ITW | Illinois Tool Works | — | EXIT | 全売却 |
| 48 | USB | US Bancorp | — | EXIT | 全売却 |
| 49 | NSC | Norfolk Southern CORP | — | EXIT | 全売却 |
| 50 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |