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 | 6.62% | +0.57% | +6.04% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.12% | -0.04% | +3.35% | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 4.59% | -0.78% | +1.98% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.74% | — | +1.87% | |
| 5 | APH | Amphenol Corp-cl A | 株式-IT | 3.72% | -0.12% | +2.01% | |
| 6 | FSV | Firstservice CORP | 株式-その他 | 3.71% | -0.07% | +0.71% | |
| 7 | KNSL | Kinsale Capital Group INC | 株式-金融 | 3.40% | -0.09% | +1.62% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.22% | +0.38% | +4.63% | |
| 9 | CDW | Cdw Corp/de | 株式-IT | 3.14% | — | +3.52% | |
| 10 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 3.09% | -0.60% | +3.04% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.07% | +0.56% | +1.42% | |
| 12 | CSW | Csw Industrials INC | 株式-資本財 | 2.90% | -0.08% | -16.20% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 2.62% | -0.35% | +3.67% | |
| 14 | BX | Blackstone INC | 株式-金融 | 2.61% | -0.38% | +2.00% | |
| 15 | GSHD | Goosehead Insurance INC -a | 株式-その他 | 2.60% | -0.66% | +10.62% | |
| 16 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 2.54% | — | +5.23% | |
| 17 | AKX | Ansys INC | 株式-その他 | 2.52% | — | +7.06% | |
| 18 | FLS | Flowserve CORP | 株式-資本財 | 2.50% | -0.01% | +4.08% | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 2.49% | +0.86% | +4.87% | |
| 20 | FAST | Fastenal Co | 株式-資本財 | 2.47% | -1.86% | EXIT | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 2.29% | -0.11% | +3.90% | |
| 22 | TNC | Tennant Co | 株式-その他 | 2.18% | — | +4.20% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.15% | -0.03% | +3.41% | |
| 24 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.15% | +0.03% | +0.17% | |
| 25 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 2.04% | -0.54% | +4.88% | |
| 26 | JKHY | Jack Henry & Associates INC | 株式-IT | 2.00% | -0.72% | +5.07% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 1.98% | +0.52% | +8.72% | |
| 28 | APP | Applovin Corp-class A | 株式-IT | 1.98% | -1.26% | — | |
| 29 | IBP | Installed Building Products | 株式-一般消費財 | 1.91% | -0.16% | +4.13% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.87% | -0.09% | -8.53% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.70% | +0.15% | +11.44% | |
| 32 | ROP | Roper Technologies INC | 株式-IT | 1.58% | — | +3.93% | |
| 33 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.52% | — | -20.10% | |
| 34 | OKTA | Okta INC | 株式-IT | 0.95% | -0.22% | +24.22% | |
| 35 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.93% | +0.19% | +3.62% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | +0.30% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.57% | — | +52.73% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.54% | — | — | |
| 39 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.50% | +0.10% | +1.59% | |
| 40 | INTU | Intuit INC | 株式-IT | 0.39% | -0.08% | -2.43% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.03% | -0.15% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.34% | — | +0.24% | |
| 43 | SHYD | Vaneck Sh Hi Yld Muni | ETF-その他 | 0.25% | — | +0.90% | |
| 44 | RVNU | Xtrackers Municipal Infrastr | ETF-その他 | 0.21% | — | -0.32% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | +0.65% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | — | +8.69% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.12% | — | -7.69% | |
| 48 | CTAS | Cintas CORP | 株式-資本財 | 0.11% | — | +300.00% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.10% | — | +5.76% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | — | -1.46% |