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 | 7.14% | -1.10% | -0.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.32% | — | +0.94% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.49% | — | +18.86% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.39% | -0.23% | +0.38% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.98% | +1.09% | -1.02% | |
| 6 | NOW | Servicenow INC | 株式-IT | 3.47% | — | -0.26% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.43% | — | -0.32% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.06% | -0.69% | +17.23% | |
| 9 | ANETEUR | Arista Networks INC | 株式-その他 | 3.00% | — | -0.27% | |
| 10 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.98% | — | -2.51% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.76% | — | -22.52% | |
| 12 | INTU | Intuit INC | 株式-IT | 2.73% | — | -0.33% | |
| 13 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.64% | +1.06% | -0.46% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.56% | +0.53% | -23.80% | |
| 15 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.47% | — | -0.22% | |
| 16 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.46% | — | -15.94% | |
| 17 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.40% | — | -0.45% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.08% | — | -0.35% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.03% | — | -42.55% | |
| 20 | GD | General Dynamics CORP | 株式-資本財 | 1.94% | — | +68.42% | |
| 21 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.81% | — | -0.31% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.79% | — | +59.99% | |
| 23 | URI | United Rentals INC | 株式-資本財 | 1.79% | -0.07% | -33.90% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.78% | — | -0.21% | |
| 25 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.78% | — | +0.03% | |
| 26 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.71% | — | — | |
| 27 | SNPS | Synopsys INC | 株式-IT | 1.65% | — | -0.25% | |
| 28 | ADBE | Adobe INC | 株式-IT | 1.56% | — | — | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.54% | — | -0.51% | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.48% | — | -0.41% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.34% | — | -36.95% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 1.32% | — | -39.47% | |
| 33 | BALL | Ball CORP | 株式-一般消費財 | 1.28% | +0.10% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.15% | — | -1.03% | |
| 35 | DDOG | Datadog INC - Class A | 株式-IT | 0.84% | — | — | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.80% | — | — | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.79% | +0.05% | +0.48% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.77% | — | -64.26% | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.77% | — | — | |
| 40 | PGR | Progressive CORP | 株式-金融 | 0.72% | — | — | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.60% | — | -1.75% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | -51.44% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -0.26% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.42% | — | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.12% | -0.10% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | -1.01% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | — | — | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.19% | +0.03% | — |