CIK: 0001715862
申告総資産額
$4.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.84% | -0.45% | -1.36% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.51% | -1.11% | -0.36% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | -0.13% | +3.90% | |
| 4 | BLKCHF | Blackrock INC | 株式-その他 | 2.06% | — | -1.54% | |
| 5 | CRM | Salesforce INC | 株式-IT | 1.94% | -1.30% | EXIT | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | -0.99% | -1.17% | |
| 7 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.75% | — | -2.60% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.75% | -0.20% | +36.78% | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.73% | — | +107.84% | |
| 10 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.67% | — | -2.37% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.52% | — | -3.85% | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.48% | — | +6.03% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.36% | — | +435.03% | |
| 14 | APD | Air Products & Chemicals INC | 株式-素材 | 1.34% | — | +64.97% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.27% | — | -2.12% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.20% | -0.51% | +17.77% | |
| 17 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.19% | — | +4.52% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 1.18% | — | — | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.18% | — | -4.39% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.12% | +0.29% | -33.24% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.32% | +1.56% | |
| 22 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.11% | — | -2.67% | |
| 23 | OKTA | Okta INC | 株式-IT | 1.10% | — | -3.53% | |
| 24 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.09% | — | -22.01% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.17% | +0.17% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.14% | -1.68% | |
| 27 | ENPH | Enphase Energy INC | 株式-IT | 1.03% | — | — | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.03% | — | -0.35% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.02% | — | +0.04% | |
| 30 | SEDG | Solaredge Technologies INC | 株式-IT | 1.02% | — | +461.75% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 1.02% | — | -2.39% | |
| 32 | BILI | Bilibili Inc-sponsored Adr | 株式-その他 | 0.99% | — | — | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | -0.01% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.97% | +1.02% | NEW | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | -0.27% | +0.12% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +0.09% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.93% | — | -0.19% | |
| 38 | ADI | Analog Devices INC | 株式-IT | 0.86% | +0.18% | -1.04% | |
| 39 | CDNS | Cadence Design Sys INC | 株式-IT | 0.86% | — | — | |
| 40 | CLX | Clorox Company | 株式-生活必需品 | 0.84% | — | -0.63% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | -0.14% | -3.76% | |
| 42 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.81% | — | — | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.81% | — | +0.17% | |
| 44 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.79% | — | -1.92% | |
| 45 | KBH | Kb Home | 株式-一般消費財 | 0.77% | — | -1.17% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | -0.21% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.74% | -0.73% | +17.64% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | -1.91% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.74% | -0.21% | — | |
| 50 | PAYX | Paychex INC | 株式-IT | 0.71% | — | -0.02% |