CIK: 0001632096
申告総資産額
$5.5億
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.64% | +0.57% | +3.45% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.69% | -0.04% | +3.37% | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 4.48% | -0.78% | +5.38% | |
| 4 | APH | Amphenol Corp-cl A | 株式-IT | 4.17% | -0.12% | +101.53% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.89% | — | +1.61% | |
| 6 | FSV | Firstservice CORP | 株式-その他 | 3.41% | -0.07% | +3.35% | |
| 7 | CDW | Cdw Corp/de | 株式-IT | 3.32% | — | +5.58% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.31% | +0.38% | +8.92% | |
| 9 | ASML | ASML Holding N.V. | 株式-IT | 3.22% | +0.86% | +3.69% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.21% | +0.56% | +0.62% | |
| 11 | FDX | Fedex CORP | 株式-資本財 | 3.07% | -0.35% | +7.79% | |
| 12 | KNSL | Kinsale Capital Group INC | 株式-金融 | 3.07% | -0.09% | +26.34% | |
| 13 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.96% | -0.60% | -9.19% | |
| 14 | CSW | Csw Industrials INC | 株式-資本財 | 2.77% | -0.08% | -12.12% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.70% | +0.03% | +4.21% | |
| 16 | AKX | Ansys INC | 株式-その他 | 2.63% | — | +17.46% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.53% | -0.03% | +4.14% | |
| 18 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 2.48% | — | +18.14% | |
| 19 | FLS | Flowserve CORP | 株式-資本財 | 2.48% | -0.01% | -6.90% | |
| 20 | TNC | Tennant Co | 株式-その他 | 2.38% | — | +4.49% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 2.33% | -0.11% | +5.55% | |
| 22 | FAST | Fastenal Co | 株式-資本財 | 2.33% | -1.86% | EXIT | |
| 23 | BX | Blackstone INC | 株式-金融 | 2.29% | -0.38% | +4.71% | |
| 24 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 2.21% | -0.54% | +7.03% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.09% | — | +7.78% | |
| 26 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.98% | -0.72% | +7.86% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.93% | -0.09% | +7.73% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.90% | +0.52% | — | |
| 29 | ROP | Roper Technologies INC | 株式-IT | 1.71% | — | +5.68% | |
| 30 | IBP | Installed Building Products | 株式-一般消費財 | 1.70% | -0.16% | +5.62% | |
| 31 | GSHD | Goosehead Insurance INC -a | 株式-その他 | 1.67% | -0.66% | +25.58% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.65% | +0.15% | +23.58% | |
| 33 | OKTA | Okta INC | 株式-IT | 1.07% | -0.22% | +14.62% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.97% | +0.19% | +12.13% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | +16.15% | |
| 36 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.55% | +0.10% | +42.48% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.47% | -0.08% | +1.12% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.03% | — | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.39% | — | — | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.36% | — | +0.15% | |
| 41 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.27% | — | +17.13% | |
| 42 | RVNU | Xtrackers Municipal Infrastr | ETF-その他 | 0.22% | — | +17.23% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.21% | — | -1.33% | |
| 44 | ETN | Eaton Corporation plc | 株式-資本財 | 0.14% | — | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | — | — | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.10% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.26% | — | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.10% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | — | — |