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 | 26.14% | +9.27% | -1.36% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.14% | +2.10% | NEW | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.65% | -0.77% | +37.00% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.36% | -0.10% | +16.72% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.44% | — | +0.03% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.31% | — | +2.93% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.86% | -0.10% | |
| 8 | ADBE | Adobe INC | 株式-IT | 1.68% | +0.12% | NEW | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.60% | -0.92% | -2.29% | |
| 10 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.58% | — | -1.57% | |
| 11 | RNG | Ringcentral Inc-class A | 株式-IT | 1.52% | — | -3.79% | |
| 12 | PAYC | Paycom Software INC | 株式-IT | 1.52% | — | -27.80% | |
| 13 | VLO | Valero Energy CORP | 株式-エネルギー | 1.49% | — | -0.27% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.47% | — | +38.94% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.45% | -0.18% | -1.22% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.28% | — | — | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 1.20% | +0.16% | NEW | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | — | -1.23% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.18% | — | +3.03% | |
| 20 | ASML | ASML Holding N.V. | 株式-IT | 1.16% | — | -0.33% | |
| 21 | HUM | Humana INC | 株式-ヘルスケア | 1.13% | — | -0.80% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.27% | -1.04% | |
| 23 | FTNT | Fortinet INC | 株式-IT | 1.11% | -0.67% | +80.41% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | +0.80% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.05% | — | -27.77% | |
| 26 | INCY | Incyte CORP | 株式-ヘルスケア | 1.01% | — | -0.64% | |
| 27 | KEYS | Keysight Technologies In | 株式-IT | 0.97% | — | -0.79% | |
| 28 | CPRT | Copart INC | 株式-資本財 | 0.93% | — | -0.09% | |
| 29 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 0.92% | — | — | |
| 30 | ICE | Intercontinental Exchange In | 株式-金融 | 0.89% | — | -0.65% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.30% | +0.85% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | -0.24% | — | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.85% | — | +0.79% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | +0.79% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +0.29% | |
| 36 | LHX | L3harris Technologies INC | 株式-資本財 | 0.83% | — | -1.35% | |
| 37 | AFL | Aflac INC | 株式-金融 | 0.81% | — | +0.91% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.81% | — | +0.98% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | +0.79% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | — | +15.01% | |
| 41 | MTZ | Mastec INC | 株式-資本財 | 0.76% | — | +13.76% | |
| 42 | XEL | Xcel Energy INC | 株式-公益事業 | 0.75% | — | +1.02% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +0.82% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.74% | — | -40.70% | |
| 45 | TD | Toronto-dominion Bank | 株式-金融 | 0.71% | — | -49.72% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.69% | — | -48.85% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +0.97% | |
| 48 | WRKUSD | Westrock Co | 株式-その他 | 0.66% | — | — | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.65% | — | +0.86% | |
| 50 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.62% | — | — |