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 | 7.29% | -0.23% | -3.16% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.06% | -1.10% | -16.26% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.59% | — | -16.30% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.47% | — | -16.24% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.38% | — | -3.12% | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 3.48% | — | -22.64% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.14% | +1.09% | +3.11% | |
| 8 | BIIB | Biogen INC | 株式-ヘルスケア | 2.99% | — | -2.77% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 2.68% | — | -3.17% | |
| 10 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.58% | — | +13.95% | |
| 11 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.55% | — | +870.69% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 2.52% | — | -3.40% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 2.52% | — | -3.22% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.46% | — | -2.73% | |
| 15 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.41% | — | -3.54% | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.19% | — | -20.61% | |
| 17 | CF | Cf Industries Holdings INC | 株式-素材 | 2.14% | — | -3.41% | |
| 18 | NOW | Servicenow INC | 株式-IT | 2.05% | — | -3.36% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.98% | — | -4.48% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.93% | — | -0.53% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.92% | — | -3.06% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | — | -3.67% | |
| 23 | PCTY | Paylocity Holding CORP | 株式-IT | 1.88% | — | -2.81% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.71% | — | +116.80% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.64% | — | — | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.57% | — | +91.33% | |
| 27 | INTU | Intuit INC | 株式-IT | 1.53% | — | -3.04% | |
| 28 | AMT | American Tower CORP | 株式-不動産 | 1.50% | — | -3.56% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.45% | — | -3.20% | |
| 30 | SUI | Sun Communities INC | 株式-不動産 | 1.40% | — | +28.08% | |
| 31 | ANETEUR | Arista Networks INC | 株式-その他 | 1.28% | — | +43.43% | |
| 32 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.27% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | — | -4.66% | |
| 34 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.16% | +1.06% | -3.63% | |
| 35 | ICE | Intercontinental Exchange In | 株式-金融 | 1.12% | — | -2.93% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.12% | -0.69% | -2.06% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.08% | — | +188.97% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.83% | +0.05% | -1.84% | |
| 39 | TGRW | T Rowe Price Growth Stock Et | ETF-その他 | 0.73% | — | +92.78% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | — | +1.22% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.65% | — | -2.35% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.62% | — | -4.31% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.59% | — | +10.29% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.12% | +1.80% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.40% | — | -0.97% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | -1.81% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | +4.81% |