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 | 12.50% | +9.27% | +87.95% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.60% | — | +29.87% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 3.16% | +0.16% | NEW | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.01% | -0.10% | — | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 2.68% | — | +101.67% | |
| 6 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 2.62% | — | +102.04% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.50% | — | — | |
| 8 | HQY | Healthequity INC | 株式-ヘルスケア | 2.10% | — | +44.07% | |
| 9 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 2.10% | — | +101.68% | |
| 10 | PRAH | Pra Health Sciences INC | 株式-その他 | 2.06% | — | +101.38% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.00% | — | +128.98% | |
| 12 | AVAV | Aerovironment INC | 株式-資本財 | 1.95% | — | +33.06% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.76% | — | +375.93% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.69% | -0.26% | +74.74% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.63% | — | +3.20% | |
| 16 | TD | Toronto-dominion Bank | 株式-金融 | 1.60% | — | +90.91% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.57% | +0.12% | NEW | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.86% | +9.27% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.48% | -0.18% | +1.42% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.27% | +1.17% | |
| 21 | PAYC | Paycom Software INC | 株式-IT | 1.36% | — | +310.70% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | — | +211.14% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.31% | — | +15.43% | |
| 24 | ILMN | Illumina INC | 株式-ヘルスケア | 1.25% | — | +398.32% | |
| 25 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.21% | — | +78.13% | |
| 26 | RNG | Ringcentral Inc-class A | 株式-IT | 1.20% | — | -17.60% | |
| 27 | IGHG | Proshares Ig Hedged | ETF-その他 | 1.18% | — | -64.66% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.17% | — | — | |
| 29 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.17% | — | +1.58% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.16% | — | +24.05% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.10% | -0.92% | +129.91% | |
| 32 | BZUN | Baozun Inc-spn Adr | 株式-その他 | 1.04% | — | — | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | — | -0.35% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.00% | — | +100.00% | |
| 35 | CHGG | Chegg INC | 株式-生活必需品 | 0.99% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.98% | — | -79.10% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.96% | — | -45.77% | |
| 38 | FTNT | Fortinet INC | 株式-IT | 0.96% | -0.67% | — | |
| 39 | MKSI | Mks INC | 株式-IT | 0.94% | — | — | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | — | — | |
| 41 | CNC | Centene CORP | 株式-ヘルスケア | 0.93% | — | — | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.82% | — | +2.70% | |
| 43 | PAYX | Paychex INC | 株式-IT | 0.82% | — | -10.10% | |
| 44 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.78% | — | — | |
| 45 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.74% | — | +99.56% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.72% | — | -12.87% | |
| 47 | AFL | Aflac INC | 株式-金融 | 0.69% | — | +0.50% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -33.87% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | +85.31% |