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 | AAPL | Apple INC | 株式-IT | 7.10% | — | +0.10% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.90% | -0.23% | +0.16% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.81% | -1.10% | +0.01% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.26% | — | -13.22% | |
| 5 | CF | Cf Industries Holdings INC | 株式-素材 | 3.79% | — | -32.51% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.39% | +1.09% | +14.19% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.35% | — | +35.54% | |
| 8 | ANETEUR | Arista Networks INC | 株式-その他 | 3.14% | — | +48.23% | |
| 9 | NOW | Servicenow INC | 株式-IT | 3.02% | — | +39.95% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 2.98% | — | -22.02% | |
| 11 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 2.84% | — | +43.37% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.83% | — | -27.57% | |
| 13 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 2.74% | — | +62.29% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.59% | — | -0.04% | |
| 15 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.57% | +1.06% | +51.48% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.43% | — | +0.06% | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.40% | — | +2.83% | |
| 18 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.38% | — | +0.24% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.31% | — | — | |
| 20 | INTU | Intuit INC | 株式-IT | 2.26% | — | +0.31% | |
| 21 | ADI | Analog Devices INC | 株式-IT | 2.03% | — | — | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 1.86% | — | +0.18% | |
| 23 | SLB | Slb LTD | 株式-エネルギー | 1.71% | — | — | |
| 24 | URI | United Rentals INC | 株式-資本財 | 1.68% | -0.07% | — | |
| 25 | SUI | Sun Communities INC | 株式-不動産 | 1.66% | — | -28.89% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.56% | — | -43.29% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 1.56% | — | -33.03% | |
| 28 | PCTY | Paylocity Holding CORP | 株式-IT | 1.53% | — | +0.34% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.49% | — | -17.09% | |
| 30 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.41% | — | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.13% | — | -5.13% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.00% | -0.69% | +101.88% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.98% | — | +0.46% | |
| 34 | TGRW | T Rowe Price Growth Stock Et | ETF-その他 | 0.97% | — | +0.60% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | +35.10% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.76% | +0.05% | +109.81% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.76% | -0.01% | +101.71% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | -6.91% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | — | +14.18% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | -3.96% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.12% | — | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | — | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | -1.79% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | +2.79% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | -1.88% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | — | -3.05% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.15% | — | — |