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 | 21.63% | +9.27% | +81.03% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.07% | +2.10% | NEW | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.56% | — | +974.77% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.37% | -0.10% | -11.70% | |
| 5 | TREE | Lendingtree INC | 株式-その他 | 2.31% | — | — | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.19% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.01% | -0.26% | +14.86% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.99% | -0.77% | +210.66% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.86% | -3.67% | |
| 10 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.66% | — | -41.31% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.62% | +0.16% | NEW | |
| 12 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.58% | — | +12.80% | |
| 13 | ADBE | Adobe INC | 株式-IT | 1.54% | +0.12% | NEW | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.47% | -0.18% | -5.71% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.42% | — | — | |
| 16 | XYZ | Block INC | 株式-金融 | 1.41% | — | +119.52% | |
| 17 | RNG | Ringcentral Inc-class A | 株式-IT | 1.41% | — | +6.37% | |
| 18 | PAYC | Paycom Software INC | 株式-IT | 1.39% | — | -16.53% | |
| 19 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.32% | — | -44.88% | |
| 20 | CHGG | Chegg INC | 株式-生活必需品 | 1.31% | — | +16.70% | |
| 21 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.27% | — | +43.73% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | +19.09% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.25% | -0.92% | +13.05% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.27% | -13.88% | |
| 25 | INTC | Intel CORP | 株式-IT | 1.19% | — | +71.18% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.18% | — | -31.91% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.17% | — | +21.42% | |
| 28 | PRAH | Pra Health Sciences INC | 株式-その他 | 1.14% | — | -39.82% | |
| 29 | FTNT | Fortinet INC | 株式-IT | 1.14% | -0.67% | +17.75% | |
| 30 | ILMN | Illumina INC | 株式-ヘルスケア | 1.12% | — | +2.54% | |
| 31 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.11% | — | -29.07% | |
| 32 | TD | Toronto-dominion Bank | 株式-金融 | 1.10% | — | -19.17% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.07% | — | — | |
| 34 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 1.01% | — | -40.82% | |
| 35 | PAYX | Paychex INC | 株式-IT | 1.01% | — | +19.08% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 1.01% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +49.94% | |
| 38 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.90% | — | — | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.89% | — | +27.08% | |
| 40 | HQY | Healthequity INC | 株式-ヘルスケア | 0.88% | — | -43.83% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -35.60% | |
| 42 | CNC | Centene CORP | 株式-ヘルスケア | 0.85% | — | +128.58% | |
| 43 | AFL | Aflac INC | 株式-金融 | 0.84% | — | +31.56% | |
| 44 | GOOS | Canada Goose Holdings INC | 株式-その他 | 0.78% | — | — | |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.78% | — | -13.90% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +547.84% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.74% | — | +43.65% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.73% | — | — | |
| 49 | PSA | Public Storage | 株式-不動産 | 0.72% | — | — | |
| 50 | XEL | Xcel Energy INC | 株式-公益事業 | 0.72% | — | — |