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 | 21.60% | +9.27% | -1.96% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.32% | +2.10% | NEW | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.54% | -0.10% | -0.02% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.46% | — | +620.64% | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 2.24% | +0.16% | NEW | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.09% | -0.77% | +0.65% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.99% | — | -1.31% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.97% | — | -1.81% | |
| 9 | PRAH | Pra Health Sciences INC | 株式-その他 | 1.61% | — | +87.52% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.86% | -0.61% | |
| 11 | PAYC | Paycom Software INC | 株式-IT | 1.37% | — | +28.66% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.35% | -0.92% | -2.74% | |
| 13 | TD | Toronto-dominion Bank | 株式-金融 | 1.33% | — | +95.82% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.26% | +0.12% | NEW | |
| 15 | HQY | Healthequity INC | 株式-ヘルスケア | 1.22% | — | +70.58% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.20% | — | +7.68% | |
| 17 | AVAV | Aerovironment INC | 株式-資本財 | 1.20% | — | — | |
| 18 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.18% | — | -10.31% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.18% | -0.26% | +267.06% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.18% | -0.18% | -10.55% | |
| 21 | OLLI | Ollie's Bargain Outlet Holdi | 株式-生活必需品 | 1.16% | — | +10.86% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.15% | — | +263.68% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.13% | — | +184.03% | |
| 24 | PLNT | Planet Fitness INC - Cl A | 株式-一般消費財 | 1.09% | — | +51.61% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.07% | — | — | |
| 26 | RNG | Ringcentral Inc-class A | 株式-IT | 1.04% | — | -4.92% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.00% | — | -3.28% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | -1.02% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | — | -2.11% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.94% | — | -31.39% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.27% | -1.57% | |
| 32 | BZUN | Baozun Inc-spn Adr | 株式-その他 | 0.87% | — | — | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.87% | — | — | |
| 34 | ASML | ASML Holding N.V. | 株式-IT | 0.86% | — | — | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.86% | — | +1511.26% | |
| 36 | ✓ | 株式-その他 | 0.85% | — | — | ||
| 37 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.84% | — | -2.93% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +97.68% | |
| 39 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.83% | — | +2368.69% | |
| 40 | KEYS | Keysight Technologies In | 株式-IT | 0.82% | — | — | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.79% | — | — | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.79% | — | -2.92% | |
| 43 | INCY | Incyte CORP | 株式-ヘルスケア | 0.77% | — | -1.51% | |
| 44 | IACIEUR | Iac/interactivecorp | 株式-その他 | 0.76% | — | +0.52% | |
| 45 | RP | Realpage INC | 株式-その他 | 0.75% | — | +8.60% | |
| 46 | CPRT | Copart INC | 株式-資本財 | 0.72% | — | — | |
| 47 | PAYX | Paychex INC | 株式-IT | 0.72% | — | -1.38% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.72% | — | -0.11% | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.70% | — | -1.15% | |
| 50 | HUM | Humana INC | 株式-ヘルスケア | 0.70% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +2.1% | +620.64% | 増加 |
| 2 | PYPL | Paypal Holdings INC | +0.9% | +127.93% | 増加 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +1511.26% | 増加 |
| 4 | TXRH | Texas Roadhouse INC | +0.8% | +2368.69% | 増加 |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | +0.8% | +263.68% | 増加 |
| 6 | AAPL | Apple INC | +0.8% | +267.06% | 増加 |
| 7 | XLK | Ss Technology Select Sector | +0.7% | +184.03% | 増加 |
| 8 | PRAH | Pra Health Sciences INC | +0.7% | +87.52% | 増加 |
| 9 | HQY | Healthequity INC | +0.7% | +70.58% | 増加 |
| 10 | TD | Toronto-dominion Bank | +0.6% | +95.82% | 増加 |
| 11 | BMY | Bristol-myers Squibb Co | +0.4% | +1634.00% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.4% | +97.68% | 増加 |
| 13 | DPZ | Domino's Pizza INC | +0.2% | +147.22% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +117.06% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +24.99% | 増加 |
| 16 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | +10.86% | 増加 |
| 17 | PLNT | Planet Fitness INC - Cl A | 0% | +51.61% | 増加 |
| 18 | MAR | Marriott International -cl A | -0.3% | -2.93% | 減少 |
| 19 | ADBE | Adobe INC | -0.4% | -3.83% | 減少 |
| 20 | CSCO | Cisco Systems INC | -0.6% | -74.89% | 減少 |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | -0.7% | -31.39% | 減少 |
| 22 | VEEV | Veeva Systems Inc-class A | -0.8% | -56.21% | 減少 |
| 23 | TREE | Lendingtree INC | -0.9% | -59.12% | 減少 |
| 24 | ILMN | Illumina INC | -1.2% | -88.38% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.7% | -1.96% | 減少 |
| 26 | AVAV | Aerovironment INC | — | NEW | 新規購入 |
| 27 | CHGG | Chegg INC | — | EXIT | 全売却 |
| 28 | ULTA | Ulta Beauty INC | — | EXIT | 全売却 |
| 29 | BZUN | Baozun Inc-spn Adr | — | NEW | 新規購入 |
| 30 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 31 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 32 | ✓ | — | NEW | 新規購入 | |
| 33 | KEYS | Keysight Technologies In | — | NEW | 新規購入 |
| 34 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 35 | CPRT | Copart INC | — | NEW | 新規購入 |
| 36 | AMT | TD Ameritrade Holding CORP | — | EXIT | 全売却 |
| 37 | HUM | Humana INC | — | NEW | 新規購入 |
| 38 | MKSI | Mks INC | — | NEW | 新規購入 |
| 39 | MTZ | Mastec INC | — | NEW | 新規購入 |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新規購入 |
| 41 | XYZ | Block INC | — | EXIT | 全売却 |
| 42 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 43 | ✓ | Cyberark Software LTD | — | EXIT | 全売却 |
| 44 | PACWUSD | Pacwest Bancorp | — | NEW | 新規購入 |
| 45 | JECUSD | Jacobs Engineering Group INC | — | NEW | 新規購入 |
| 46 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 47 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 48 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 49 | BEATEUR | Biotelemetry INC | — | EXIT | 全売却 |
| 50 | EPRT | Essential Properties Realty | — | NEW | 新規購入 |