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 | 6.97% | -1.10% | -0.24% | |
| 2 | ✓ | NVIDIA Corporation | 株式-その他 | 6.19% | — | — | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.54% | -0.23% | -0.31% | |
| 4 | ✓ | Meta Platforms, Inc. | 株式-その他 | 4.10% | -0.26% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.79% | +1.09% | +3.33% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.75% | +0.53% | +25.70% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.67% | — | -25.49% | |
| 8 | ✓ | ServiceNow Inc. | 株式-その他 | 3.25% | -0.49% | — | |
| 9 | ANETEUR | Arista Networks INC | 株式-その他 | 3.22% | — | -0.39% | |
| 10 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.94% | — | +1.23% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | -0.69% | -2.21% | |
| 12 | ✓ | Mastercard Incorporated | 株式-その他 | 2.71% | -0.13% | — | |
| 13 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.65% | — | -0.48% | |
| 14 | ✓ | The Trade Desk, Inc. | 株式-その他 | 2.61% | — | — | |
| 15 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.54% | +1.06% | -0.71% | |
| 16 | ✓ | Intuitive Surgical, Inc. | 株式-その他 | 2.52% | -0.29% | — | |
| 17 | URI | United Rentals INC | 株式-資本財 | 1.96% | -0.07% | -0.39% | |
| 18 | ✓ | Alphabet Inc. | 株式-その他 | 1.90% | -0.14% | — | |
| 19 | ✓ | O Reilly Automotive INC New | 株式-その他 | 1.87% | — | — | |
| 20 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.87% | — | +29.67% | |
| 21 | ✓ | Vertex Pharmaceuticals Incorporated | 株式-その他 | 1.86% | — | — | |
| 22 | ✓ | Tesla, Inc. | 株式-その他 | 1.77% | -0.25% | — | |
| 23 | ✓ | Netflix, Inc. | 株式-その他 | 1.70% | +0.86% | — | |
| 24 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.69% | — | -10.08% | |
| 25 | PGR | Progressive CORP | 株式-金融 | 1.67% | — | +104.28% | |
| 26 | ✓ | Uber Technologies, Inc. | 株式-その他 | 1.64% | -0.09% | — | |
| 27 | INTU | Intuit INC | 株式-IT | 1.60% | — | -35.76% | |
| 28 | SNPS | Synopsys INC | 株式-IT | 1.59% | — | -0.32% | |
| 29 | ✓ | Vertiv Holdings Co Cl A | 株式-その他 | 1.56% | +1.56% | — | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.49% | — | +2.06% | |
| 31 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.48% | +0.27% | — | |
| 32 | TDG | Transdigm Group INC | 株式-資本財 | 1.37% | -0.05% | — | |
| 33 | BALL | Ball CORP | 株式-一般消費財 | 1.32% | +0.10% | — | |
| 34 | ✓ | Datadog INC Cl A Com | 株式-その他 | 1.30% | -0.08% | — | |
| 35 | ADI | Analog Devices INC | 株式-IT | 1.15% | — | -0.27% | |
| 36 | ✓ | Adobe Inc. | 株式-その他 | 1.15% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.07% | — | +0.55% | |
| 38 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.90% | — | — | |
| 39 | ✓ | CrowdStrike Holdings, Inc. | 株式-その他 | 0.78% | — | — | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.75% | +0.05% | +4.34% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | — | +0.17% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +18.42% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | — | +0.69% | |
| 44 | ✓ | AbbVie Inc. | 株式-その他 | 0.37% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.12% | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | — | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -0.32% | |
| 49 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.19% | +0.05% | — | |
| 50 | ✓ | SPDR Gold Shares | 株式-その他 | 0.18% | +0.34% | — |