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 | 15.99% | +9.27% | +7.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.60% | -0.77% | -7.96% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.26% | -0.10% | +0.60% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.76% | -1.01% | +927.61% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.48% | +0.69% | -0.21% | |
| 6 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 3.42% | -0.15% | EXIT | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.24% | -0.86% | +3.73% | |
| 8 | XLE | Ss Energy Select Sector | ETF-その他 | 2.67% | +0.11% | +3.29% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.62% | -0.48% | +6.78% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.18% | — | +5.88% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.87% | -0.26% | +3.83% | |
| 12 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.72% | -0.53% | EXIT | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 1.60% | -0.62% | +8.95% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -0.27% | +7.61% | |
| 15 | MU | Micron Technology INC | 株式-IT | 1.51% | -0.47% | +10.10% | |
| 16 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.48% | — | +8.58% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | -0.38% | +8.94% | |
| 18 | CB | Chubb Limited | 株式-金融 | 1.40% | — | +8.68% | |
| 19 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.35% | — | +7.29% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | -0.27% | +10.65% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.30% | +8.62% | |
| 22 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.11% | -0.31% | +8.94% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.09% | — | +8.98% | |
| 24 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.06% | — | +7.52% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.04% | -0.21% | +8.41% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.04% | -0.92% | -0.01% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.02% | — | +1.42% | |
| 28 | SNPS | Synopsys INC | 株式-IT | 0.98% | — | +6.81% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.92% | — | +0.06% | |
| 30 | MSI | Motorola Solutions INC | 株式-IT | 0.91% | — | +9.04% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +7.97% | |
| 32 | FTNT | Fortinet INC | 株式-IT | 0.87% | -0.67% | -0.85% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.86% | — | +8.83% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.84% | -0.18% | +7.76% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | — | — | |
| 36 | PH | Parker Hannifin CORP | 株式-資本財 | 0.82% | — | +9.47% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | — | |
| 38 | CPRT | Copart INC | 株式-資本財 | 0.82% | — | +5.88% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | -0.26% | +7.27% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.73% | — | +0.02% | |
| 41 | CDNS | Cadence Design Sys INC | 株式-IT | 0.67% | — | +11.08% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +8.28% | |
| 43 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.61% | -0.34% | +8.02% | |
| 44 | MLM | Martin Marietta Materials | 株式-素材 | 0.59% | — | +8.70% | |
| 45 | LHX | L3harris Technologies INC | 株式-資本財 | 0.56% | — | +16.07% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -0.75% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.44% | — | +5.86% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | — | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.40% | — | -6.00% | |
| 50 | NOW | Servicenow INC | 株式-IT | 0.39% | — | -0.94% |