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 | 15.18% | +9.27% | -12.16% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.00% | -0.77% | +37.48% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.66% | -0.10% | +1.77% | |
| 4 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 3.88% | -0.15% | EXIT | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.81% | +0.69% | -26.30% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.12% | -0.86% | -4.47% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 2.85% | +0.11% | -8.96% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.85% | -1.01% | -9.57% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.21% | — | +4.92% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.16% | -0.48% | -8.10% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.56% | -0.26% | -3.03% | |
| 12 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.55% | -0.53% | EXIT | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.53% | — | +656.84% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.27% | -3.62% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.44% | -0.62% | +10.89% | |
| 16 | CB | Chubb Limited | 株式-金融 | 1.40% | — | -7.85% | |
| 17 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.33% | — | +3.73% | |
| 18 | MU | Micron Technology INC | 株式-IT | 1.31% | -0.47% | +1.19% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.30% | -4.93% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | -0.38% | -9.10% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.27% | -0.69% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.14% | -0.92% | — | |
| 23 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.11% | — | -2.58% | |
| 24 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.09% | — | -5.30% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 1.07% | — | -3.76% | |
| 26 | FTNT | Fortinet INC | 株式-IT | 1.05% | -0.67% | -7.25% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.99% | -0.31% | -6.82% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.96% | — | +1.72% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | — | -5.84% | |
| 30 | SNPS | Synopsys INC | 株式-IT | 0.94% | — | +90.25% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.90% | -0.18% | -0.85% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.89% | — | -1.66% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | — | |
| 34 | PH | Parker Hannifin CORP | 株式-資本財 | 0.88% | — | +7.18% | |
| 35 | CPRT | Copart INC | 株式-資本財 | 0.88% | — | -6.88% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.87% | -0.21% | -0.45% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -3.97% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -4.19% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | — | -3.51% | |
| 40 | MSI | Motorola Solutions INC | 株式-IT | 0.81% | — | -4.32% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | -0.26% | — | |
| 42 | MLM | Martin Marietta Materials | 株式-素材 | 0.66% | — | +5.70% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -6.44% | |
| 44 | CDNS | Cadence Design Sys INC | 株式-IT | 0.65% | — | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 46 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.58% | -0.34% | +12.45% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.49% | — | -2.77% | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.49% | — | -2.50% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.47% | — | -21.79% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +3.20% |