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 | 24.32% | +9.27% | -7.81% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.52% | -0.77% | +187.03% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.09% | -0.10% | -0.79% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.86% | -8.20% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.97% | — | -2.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.27% | -8.46% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.83% | -0.92% | -0.17% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.82% | -1.01% | -9.78% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 1.78% | +0.16% | NEW | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.77% | +0.12% | NEW | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.62% | — | -3.63% | |
| 12 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.42% | — | -11.12% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.37% | -0.26% | +300.39% | |
| 14 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.35% | — | -19.63% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.35% | -0.18% | -2.75% | |
| 16 | HUM | Humana INC | 株式-ヘルスケア | 1.31% | — | -9.71% | |
| 17 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.27% | -0.53% | EXIT | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.24% | — | -18.51% | |
| 19 | RNG | Ringcentral Inc-class A | 株式-IT | 1.18% | — | -2.02% | |
| 20 | ASML | ASML Holding N.V. | 株式-IT | 1.14% | — | -6.40% | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 1.02% | — | -2.94% | |
| 22 | CPRT | Copart INC | 株式-資本財 | 1.02% | — | -2.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.38% | -15.08% | |
| 24 | EDU | New Oriental Education & Technology Group Inc. | 株式-生活必需品 | 0.91% | — | -2.85% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.27% | -12.48% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | — | -8.16% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.89% | — | -4.06% | |
| 28 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.79% | — | -4.18% | |
| 29 | FTNT | Fortinet INC | 株式-IT | 0.74% | -0.67% | -46.36% | |
| 30 | LHX | L3harris Technologies INC | 株式-資本財 | 0.70% | — | -7.71% | |
| 31 | KEYS | Keysight Technologies In | 株式-IT | 0.69% | — | -6.79% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.66% | — | -4.71% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +59.29% | |
| 34 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.61% | — | -11.98% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | -1.82% | |
| 36 | TEAM | Atlassian Corporation | 株式-IT | 0.57% | — | -14.12% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +16.76% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.21% | -17.39% | |
| 39 | ✓ | Proshares Tr | 株式-その他 | 0.49% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +3.16% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +10.59% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.47% | -0.48% | -11.79% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.45% | — | -0.57% | |
| 44 | TREX | Trex Company INC | 株式-資本財 | 0.42% | — | +97.72% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | -0.62% | +8.35% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.36% | — | -8.48% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.35% | — | -19.58% | |
| 49 | AMED | Amedisys INC | 株式-その他 | 0.34% | — | -1.01% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | -41.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +10.1% | +187.03% | 増加 |
| 2 | CMG | Chipotle Mexican Grill INC | +0.3% | +19.72% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.2% | -9.78% | 減少 |
| 4 | UNH | Unitedhealth Group INC | +0.2% | +59.29% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +300.39% | 増加 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -4.06% | 減少 |
| 7 | CPRT | Copart INC | +0.1% | -2.47% | 減少 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +28.41% | 増加 |
| 9 | TMO | Thermo Fisher Scientific INC | +0.1% | -3.63% | 減少 |
| 10 | VZ | Verizon Communications INC | +0.1% | +16.76% | 増加 |
| 11 | OLED | Universal Display CORP | +0.1% | +39.22% | 増加 |
| 12 | FRPT | Freshpet INC | 0% | -2.23% | 減少 |
| 13 | PG | Procter & Gamble Co/the | 0% | +3.16% | 増加 |
| 14 | JNJ | Johnson & Johnson | 0% | +10.59% | 増加 |
| 15 | MA | Mastercard INC - A | 0% | -2.75% | 減少 |
| 16 | EDU | New Oriental Education & Technology Group Inc. | 0% | -2.85% | 減少 |
| 17 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.17% | 減少 |
| 18 | ADBE | Adobe INC | -0.1% | -3.53% | 減少 |
| 19 | NOW | Servicenow INC | -0.1% | -48.84% | 減少 |
| 20 | INCY | Incyte CORP | -0.1% | -20.66% | 減少 |
| 21 | EPAM | Epam Systems INC | -0.1% | -42.70% | 減少 |
| 22 | MPWR | Monolithic Power Systems INC | -0.1% | -35.80% | 減少 |
| 23 | AMZN | Amazon.com INC | -0.2% | -8.46% | 減少 |
| 24 | KEYS | Keysight Technologies In | -0.2% | -6.79% | 減少 |
| 25 | TEAM | Atlassian Corporation | -0.2% | -14.12% | 減少 |
| 26 | VRTX | Vertex Pharmaceuticals INC | -0.2% | -4.18% | 減少 |
| 27 | MCD | Mcdonald's CORP | -0.2% | -41.80% | 減少 |
| 28 | ASML | ASML Holding N.V. | -0.2% | -6.40% | 減少 |
| 29 | RNG | Ringcentral Inc-class A | -0.2% | -2.02% | 減少 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | -15.08% | 減少 |
| 31 | LULU | Lululemon Athletica INC | -0.3% | -11.12% | 減少 |
| 32 | INTC | Intel CORP | -0.4% | -66.10% | 減少 |
| 33 | VLO | Valero Energy CORP | -0.4% | -52.47% | 減少 |
| 34 | MSFT | Microsoft CORP | -0.5% | -8.20% | 減少 |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | -0.5% | -18.51% | 減少 |
| 36 | NFLX | Netflix INC | -0.5% | -74.85% | 減少 |
| 37 | FTNT | Fortinet INC | -1.1% | -46.36% | 減少 |
| 38 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 39 | ✓ | Proshares Tr | — | NEW | 新規購入 |
| 40 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 41 | FISV | Fiserv INC | — | NEW | 新規購入 |
| 42 | PPG | Ppg Industries INC | — | NEW | 新規購入 |
| 43 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 44 | PAYX | Paychex INC | — | EXIT | 全売却 |
| 45 | CHGG | Chegg INC | — | NEW | 新規購入 |
| 46 | ILMN | Illumina INC | — | EXIT | 全売却 |
| 47 | ENPH | Enphase Energy INC | — | NEW | 新規購入 |
| 48 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 49 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 50 | EQX | Equinox Gold CORP | — | NEW | 新規購入 |