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 | 6.78% | -1.10% | -0.45% | |
| 2 | ✓ | NVIDIA Corporation | 株式-その他 | 6.65% | — | -0.78% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.39% | -0.23% | -0.19% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.33% | — | -16.12% | |
| 5 | ✓ | Meta Platforms, Inc. | 株式-その他 | 4.31% | -0.26% | -0.55% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.75% | +1.09% | -10.75% | |
| 7 | ✓ | Alphabet Inc. | 株式-その他 | 3.32% | -0.14% | -18.12% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.08% | -0.69% | +9.03% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 3.04% | +0.10% | +37.13% | |
| 10 | ✓ | ServiceNow Inc. | 株式-その他 | 2.92% | -0.49% | -0.56% | |
| 11 | ✓ | Netflix, Inc. | 株式-その他 | 2.86% | +0.86% | -0.39% | |
| 12 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.81% | +1.06% | -0.55% | |
| 13 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 2.81% | -0.81% | -0.29% | |
| 14 | ARM | Arm Holdings Plc-adr | 株式-IT | 2.58% | +0.27% | +0.93% | |
| 15 | PGR | Progressive CORP | 株式-金融 | 2.33% | — | -0.08% | |
| 16 | CTAS | Cintas CORP | 株式-資本財 | 2.29% | -0.08% | -0.08% | |
| 17 | ✓ | Intuitive Surgical, Inc. | 株式-その他 | 2.28% | -0.29% | -0.51% | |
| 18 | ANET | Arista Networks INC | 株式-IT | 2.18% | -0.02% | -3.88% | |
| 19 | ✓ | Mastercard Incorporated | 株式-その他 | 2.18% | -0.13% | -0.18% | |
| 20 | ✓ | Vertiv Holdings Co Cl A | 株式-その他 | 1.99% | +1.56% | -0.59% | |
| 21 | ✓ | Uber Technologies, Inc. | 株式-その他 | 1.98% | -0.09% | -0.35% | |
| 22 | ✓ | Oracle Corporation | 株式-その他 | 1.83% | -1.80% | -0.54% | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.81% | -0.25% | +9.74% | |
| 24 | URI | United Rentals INC | 株式-資本財 | 1.74% | -0.07% | +0.17% | |
| 25 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.66% | -0.06% | +91.67% | |
| 26 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.63% | -0.22% | +96.93% | |
| 27 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 1.45% | -0.04% | +14.86% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.42% | — | +5.16% | |
| 29 | ✓ | Tesla, Inc. | 株式-その他 | 1.21% | -0.25% | -0.07% | |
| 30 | ✓ | Datadog INC Cl A Com | 株式-その他 | 1.18% | -0.08% | -0.57% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | +0.53% | -0.39% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.04% | — | -0.11% | |
| 33 | TDG | Transdigm Group INC | 株式-資本財 | 1.02% | -0.05% | -0.07% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.00% | — | -0.41% | |
| 35 | APP | Applovin Corp-class A | 株式-IT | 0.93% | -0.22% | -0.15% | |
| 36 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.87% | -0.06% | — | |
| 37 | BALL | Ball CORP | 株式-一般消費財 | 0.85% | +0.10% | -9.19% | |
| 38 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.84% | — | -53.24% | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 0.82% | -0.04% | — | |
| 40 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.74% | +0.04% | +0.71% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.73% | +0.05% | +8.62% | |
| 42 | ✓ | United Therapeutics CORP Del | 株式-その他 | 0.60% | +0.29% | -0.08% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.60% | — | +4.56% | |
| 44 | ✓ | Vertex Pharmaceuticals Incorporated | 株式-その他 | 0.59% | — | +0.37% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | +4.71% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | -2.57% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -71.67% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.12% | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | -16.38% | |
| 50 | ✓ | AbbVie Inc. | 株式-その他 | 0.20% | — | -16.40% |