CIK: 0001689470
申告総資産額
$2.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.62% | +9.27% | +9.91% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.18% | -2.01% | -2.94% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.79% | — | -6.68% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.61% | +2.10% | NEW | |
| 5 | IGHG | Proshares Ig Hedged | ETF-その他 | 2.60% | — | +0.11% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.30% | — | +530.09% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | -0.27% | +16.38% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | — | +1481.01% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.89% | — | +132.84% | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.79% | +0.12% | NEW | |
| 11 | VLO | Valero Energy CORP | 株式-エネルギー | 1.73% | — | -13.34% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 1.65% | +0.16% | NEW | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.60% | -0.18% | +6.03% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.57% | — | +70.86% | |
| 15 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.51% | — | +6.23% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.86% | +34.74% | |
| 17 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.46% | — | +1.94% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.42% | — | +89.76% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.37% | — | +126.88% | |
| 20 | RNG | Ringcentral Inc-class A | 株式-IT | 1.37% | — | +6.36% | |
| 21 | HQY | Healthequity INC | 株式-ヘルスケア | 1.31% | — | +5.19% | |
| 22 | XYZ | Block INC | 株式-金融 | 1.30% | — | — | |
| 23 | AAPL | Apple INC | 株式-IT | 1.30% | -0.26% | +10.87% | |
| 24 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.26% | — | +16.03% | |
| 25 | MKSI | Mks INC | 株式-IT | 1.17% | — | +6.28% | |
| 26 | BZUN | Baozun Inc-spn Adr | 株式-その他 | 1.16% | — | +9.73% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 1.16% | -0.48% | +10.73% | |
| 28 | AVAV | Aerovironment INC | 株式-資本財 | 1.15% | — | — | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.10% | — | -9.21% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.38% | +1.35% | |
| 31 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.10% | — | +6.20% | |
| 32 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 1.09% | — | +5.27% | |
| 33 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.08% | — | +6.54% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 1.07% | — | +5.42% | |
| 35 | SIVBEUR | Svb Financial Group | 株式-その他 | 1.04% | — | +3.05% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | -12.27% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | — | +193.33% | |
| 38 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.01% | — | +6.04% | |
| 39 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.00% | — | +7.63% | |
| 40 | WRKUSD | Westrock Co | 株式-その他 | 0.99% | — | +5.74% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | — | +18.92% | |
| 42 | PAYX | Paychex INC | 株式-IT | 0.94% | — | -11.34% | |
| 43 | PRAH | Pra Health Sciences INC | 株式-その他 | 0.93% | — | +1.39% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 45 | ABCB | Ameris Bancorp | 株式-金融 | 0.90% | — | +5.50% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.89% | — | +732.19% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.89% | — | +512.07% | |
| 48 | TD | Toronto-dominion Bank | 株式-金融 | 0.88% | — | -0.39% | |
| 49 | WAL | Western Alliance Bancorp | 株式-金融 | 0.86% | — | +5.42% | |
| 50 | LAZ | Lazard, Inc. | 株式-金融 | 0.83% | — | -0.38% |