CIK: 0001634083
申告総資産額
$3.2億
| # | 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 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 13.75% | — | +49.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 9.71% | — | -4.51% | |
| 3 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 9.63% | — | -4.51% | |
| 4 | ICE | Intercontinental Exchange In | 株式-金融 | 8.70% | — | -10.78% | |
| 5 | FISV | Fiserv INC | 株式-その他 | 8.02% | -2.71% | EXIT | |
| 6 | TPR | Tapestry INC | 株式-一般消費財 | 7.55% | +4.27% | -8.13% | |
| 7 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 7.52% | — | — | |
| 8 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 5.95% | — | — | |
| 9 | SLV | Ishares Silver Trust | ETF-コモディティ | 5.83% | — | — | |
| 10 | GPN | Global Payments INC | 株式-資本財 | 4.86% | — | — | |
| 11 | EBAY | Ebay INC | 株式-一般消費財 | 4.18% | — | -4.51% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 3.73% | -2.07% | -64.74% | |
| 13 | EFX | Equifax INC | 株式-資本財 | 3.48% | -0.40% | -4.51% | |
| 14 | SPGI | S&p Global INC | 株式-金融 | 1.90% | +0.69% | -4.51% | |
| 15 | IPGP | Ipg Photonics CORP | 株式-IT | 1.59% | — | -67.17% | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.31% | -2.55% | -4.53% | |
| 17 | CLB | Core Laboratories Inc. | 株式-その他 | 1.28% | — | — | |
| 18 | ATR | Aptargroup INC | 株式-ヘルスケア | 1.01% | — | -4.51% |