CIK: 0001768089
申告総資産額
$3.3億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 10.55% | +0.06% | +0.72% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.39% | -0.69% | +5.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.97% | -1.82% | +12.02% | |
| 4 | EFX | Equifax INC | 株式-資本財 | 4.31% | -0.25% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.51% | -0.48% | +35.75% | |
| 6 | AMT | American Tower CORP | 株式-不動産 | 3.23% | -0.77% | +7.10% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 2.73% | -0.08% | -5.31% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.57% | +0.98% | +8.36% | |
| 9 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.35% | — | +26.95% | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 2.25% | +0.97% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.23% | -0.21% | +8.88% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | -0.31% | +10.80% | |
| 13 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.95% | — | -63.09% | |
| 14 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.88% | — | +5.26% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | +0.46% | +17.05% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.79% | +0.10% | +5.54% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.78% | +0.07% | +2.68% | |
| 18 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 1.66% | — | +169.83% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.66% | — | -3.87% | |
| 20 | OKTA | Okta INC | 株式-IT | 1.65% | — | +0.67% | |
| 21 | EA | Electronic Arts INC | 株式-通信サービス | 1.53% | — | +170.11% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.52% | — | +195.95% | |
| 23 | SWKS | Skyworks Solutions INC | 株式-IT | 1.45% | — | +2.57% | |
| 24 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.42% | — | +9.19% | |
| 25 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.42% | — | -13.99% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | -0.12% | EXIT | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.36% | +0.13% | +10.14% | |
| 28 | CRM | Salesforce INC | 株式-IT | 1.28% | -0.08% | +444.80% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.25% | -0.33% | +86.88% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | -0.86% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | -0.11% | -41.34% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 1.13% | +0.15% | +17.89% | |
| 33 | FTNT | Fortinet INC | 株式-IT | 1.11% | — | +175.10% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.10% | — | +1311.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | -0.44% | -4.60% | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.85% | -0.67% | EXIT | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.85% | +1.27% | -2.87% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +67.62% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.71% | -0.06% | +22.14% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | -6.34% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +8.52% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.26% | +17.05% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.54% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | — | +268.75% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | +9.55% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.51% | -0.17% | +0.51% | |
| 47 | AFL | Aflac INC | 株式-金融 | 0.51% | — | -2.82% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | +0.08% | +19.17% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.08% | +32.40% | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | — | -5.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.1% | +35.75% | 増加 |
| 2 | AAPL | Apple INC | +1.1% | +5.56% | 増加 |
| 3 | CRM | Salesforce INC | +1% | +444.80% | 増加 |
| 4 | ZTS | Zoetis INC | +1% | +1311.26% | 増加 |
| 5 | TDOC | Teladoc Health INC | +1% | +169.83% | 増加 |
| 6 | EA | Electronic Arts INC | +1% | +170.11% | 増加 |
| 7 | PEP | Pepsico INC | +0.9% | +195.95% | 増加 |
| 8 | DXCM | Dexcom INC | +0.7% | +26.95% | 増加 |
| 9 | FTNT | Fortinet INC | +0.7% | +175.10% | 増加 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +86.88% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.4% | +12.02% | 増加 |
| 12 | PYPL | Paypal Holdings INC | +0.4% | -3.87% | 減少 |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +268.75% | 増加 |
| 14 | EFX | Equifax INC | +0.3% | — | 変化なし |
| 15 | MELI | Mercadolibre INC | +0.3% | -13.99% | 減少 |
| 16 | OKTA | Okta INC | +0.3% | +0.67% | 増加 |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +236.45% | 増加 |
| 18 | IAUUSD | Ishares Gold Trust | +0.2% | +1129.17% | 増加 |
| 19 | VZ | Verizon Communications INC | +0.2% | +67.62% | 増加 |
| 20 | MCHP | Microchip Technology INC | +0.2% | +2.87% | 増加 |
| 21 | TMO | Thermo Fisher Scientific INC | +0.1% | +10.80% | 増加 |
| 22 | DHR | Danaher CORP | +0.1% | +22.14% | 増加 |
| 23 | SWKS | Skyworks Solutions INC | +0.1% | +2.57% | 増加 |
| 24 | EBAY | Ebay INC | +0.1% | — | 変化なし |
| 25 | ABBV | Abbvie INC | +0.1% | +19.17% | 増加 |
| 26 | ABT | Abbott Laboratories | +0.1% | +32.40% | 増加 |
| 27 | AVGO | Broadcom INC | +0.1% | +13.49% | 増加 |
| 28 | GOOG | Alphabet Inc-cl C | — | +8.88% | 増加 |
| 29 | VRTX | Vertex Pharmaceuticals INC | — | +9.19% | 増加 |
| 30 | HD | Home Depot INC | — | -0.86% | 減少 |
| 31 | MNST | Monster Beverage CORP | 0% | +5.26% | 増加 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +8.36% | 増加 |
| 33 | COST | Costco Wholesale CORP | -0.1% | +17.05% | 増加 |
| 34 | AMT | American Tower CORP | -0.1% | +7.10% | 増加 |
| 35 | NEE | Nextera Energy INC | -0.1% | +17.89% | 増加 |
| 36 | BMY | Bristol-myers Squibb Co | -0.2% | +10.14% | 増加 |
| 37 | NKE | Nike INC -cl B | -0.2% | -2.23% | 減少 |
| 38 | SBUX | Starbucks CORP | -0.3% | -51.53% | 減少 |
| 39 | BA | Boeing Co/the | -0.4% | -5.31% | 減少 |
| 40 | JPM | Jpmorgan Chase & Co | -0.4% | -77.06% | 減少 |
| 41 | GILD | Gilead Sciences INC | -0.4% | +5.54% | 増加 |
| 42 | CMI | Cummins INC | -0.4% | -83.49% | 減少 |
| 43 | CAT | Caterpillar INC | -0.5% | — | 変化なし |
| 44 | DIS | Walt Disney Co/the | -1.1% | -41.34% | 減少 |
| 45 | TTD | Trade Desk Inc/the -class A | -1.5% | -63.09% | 減少 |
| 46 | ALGN | Align Technology INC | -1.5% | -95.10% | 減少 |
| 47 | PG | Procter & Gamble Co/the | -2.2% | +0.72% | 増加 |
| 48 | MBB | Ishares Mbs ETF | — | NEW | 新規購入 |
| 49 | FTV | Fortive CORP | — | EXIT | 全売却 |
| 50 | SLB | Slb LTD | — | EXIT | 全売却 |