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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.62% | -0.14% | — | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.64% | — | -2.43% | |
| 3 | MSCI | Msci INC | 株式-金融 | 4.47% | — | — | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.16% | -0.17% | +0.14% | |
| 5 | FOXA | Fox CORP - Class A | 株式-通信サービス | 4.07% | — | — | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.93% | -0.14% | — | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.50% | — | — | |
| 8 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 3.44% | — | — | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 3.44% | — | -0.18% | |
| 10 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 3.39% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | -0.64% | +26.42% | |
| 12 | PNR | Pentair plc | 株式-資本財 | 2.72% | — | — | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.70% | — | +13.87% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.68% | — | -0.04% | |
| 15 | ACN | Accenture plc | 株式-IT | 2.61% | -0.21% | +0.35% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 2.13% | — | +4.19% | |
| 17 | ES | Eversource Energy | 株式-公益事業 | 1.99% | — | +1.09% | |
| 18 | PEN | Penumbra INC | 株式-ヘルスケア | 1.98% | — | -5.57% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.92% | — | +0.13% | |
| 20 | UNM | Unum Group | 株式-金融 | 1.90% | — | -5.70% | |
| 21 | SITM | Sitime CORP | 株式-IT | 1.82% | — | — | |
| 22 | APY1EUR | Championx CORP | 株式-その他 | 1.72% | — | +35.35% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.65% | — | -0.64% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.60% | — | -5.05% | |
| 25 | MKTX | Marketaxess Holdings INC | 株式-金融 | 1.57% | — | — | |
| 26 | TXG | 10x Genomics Inc-class A | 株式-その他 | 1.55% | — | — | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | -0.99% | +1.30% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.52% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.38% | -0.20% | +58.17% | |
| 30 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.38% | +0.20% | NEW | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.32% | — | -6.17% | |
| 32 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 1.17% | — | — | |
| 33 | TCOM | Trip.com Group Ltd-adr | 株式-一般消費財 | 1.16% | — | — | |
| 34 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 1.15% | — | — | |
| 35 | AMT | American Tower CORP | 株式-不動産 | 1.14% | — | +3.15% | |
| 36 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.13% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | — | -16.63% | |
| 38 | MET | Metlife INC | 株式-金融 | 1.05% | — | — | |
| 39 | EQR | Equity Residential | 株式-不動産 | 1.03% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | +3.36% | |
| 41 | JEF | Jefferies Financial Group In | 株式-金融 | 0.92% | — | — | |
| 42 | HTHT | H World Group Ltd-adr | 株式-その他 | 0.81% | — | — | |
| 43 | UBS | UBS Group AG | 株式-金融 | 0.77% | — | — | |
| 44 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.71% | — | +6.93% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | +0.25% | +2.45% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.65% | — | +8.08% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -25.79% | |
| 48 | CVE | Cenovus Energy INC | 株式-エネルギー | 0.61% | — | -0.69% | |
| 49 | GNK | Genco Shipping & Trading Limited | 株式-その他 | 0.40% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -94.19% |