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 | 6.92% | -0.23% | +4.40% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.24% | -1.10% | +3.94% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.84% | — | +5.43% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.75% | — | +4.61% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.28% | — | +5.02% | |
| 6 | NFLX | Netflix INC | 株式-通信サービス | 3.71% | — | +33.83% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 3.14% | — | +6.26% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.00% | +1.09% | +2.23% | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 2.87% | — | +5.57% | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 2.67% | — | +5.34% | |
| 11 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.59% | — | +4.39% | |
| 12 | SUI | Sun Communities INC | 株式-不動産 | 2.46% | — | +70.96% | |
| 13 | NOW | Servicenow INC | 株式-IT | 2.40% | — | +8.69% | |
| 14 | SNAP | Snap INC - A | 株式-通信サービス | 2.38% | — | — | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.36% | — | +4.90% | |
| 16 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.36% | — | +6.86% | |
| 17 | CF | Cf Industries Holdings INC | 株式-素材 | 2.31% | — | +4.32% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.31% | — | +4.33% | |
| 19 | PCTY | Paylocity Holding CORP | 株式-IT | 2.26% | — | -13.82% | |
| 20 | ADBE | Adobe INC | 株式-IT | 2.11% | — | +2.89% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 2.05% | — | +10.70% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.88% | — | +4.87% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.86% | — | +4.16% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.83% | — | +1.19% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 1.81% | — | +3.91% | |
| 26 | INTU | Intuit INC | 株式-IT | 1.69% | — | +5.40% | |
| 27 | PENN | Penn Entertainment INC | 株式-一般消費財 | 1.61% | — | — | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.46% | — | +5.21% | |
| 29 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.33% | — | +5.52% | |
| 30 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.31% | +1.06% | +4.41% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 1.29% | — | +4.40% | |
| 32 | ANETEUR | Arista Networks INC | 株式-その他 | 1.21% | — | +4.69% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.13% | — | +0.48% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.10% | — | +4.53% | |
| 35 | ICE | Intercontinental Exchange In | 株式-金融 | 1.06% | — | +2.63% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.05% | -0.69% | -2.44% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.77% | +0.05% | +1.35% | |
| 38 | TGRW | T Rowe Price Growth Stock Et | ETF-その他 | 0.74% | — | +7.80% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | +2.82% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | — | +1.85% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.59% | — | -0.12% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.58% | — | +2.16% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | +7.99% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.12% | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | -6.31% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.18% | — | — |