CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全221銘柄）
| # | 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 | MTZ | Mastec INC | 株式-資本財 | 27.55% | -5.33% | +14.63% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-その他 | 13.52% | +0.02% | +4.28% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 3.34% | — | +7.88% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | +0.14% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.17% | -0.05% | -0.28% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | +0.27% | +10.94% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | +1.98% | — | |
| 8 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.54% | — | -0.18% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.23% | +11.70% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.38% | — | +0.04% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | +4.02% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.06% | +10.56% | |
| 13 | FULT | Fulton Financial CORP | 株式-金融 | 0.86% | — | — | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.84% | — | +11.50% | |
| 15 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.82% | -0.17% | +0.04% | |
| 16 | DG | Dollar General CORP | 株式-生活必需品 | 0.80% | — | +14.34% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | +10.97% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 0.76% | — | +15.94% | |
| 19 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.70% | — | +22.15% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +18.53% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.02% | +1908.58% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +115.60% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +14.97% | |
| 24 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.63% | — | +0.50% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | +0.04% | -1.20% | |
| 26 | GWW | Ww Grainger INC | 株式-資本財 | 0.62% | — | +11.40% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | +32.33% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.58% | — | +25.83% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.54% | -0.03% | +0.08% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | +0.02% | +0.06% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | +0.17% | — | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.09% | -7.71% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.53% | — | +13.56% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +1.24% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | -0.02% | +1.14% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +17.36% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | — | +18.34% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | +13.71% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.46% | — | +9.98% | |
| 40 | MCHP | Microchip Technology INC | 株式-IT | 0.46% | — | +12.86% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +27.07% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | +0.01% | |
| 43 | ROST | Ross Stores INC | 株式-一般消費財 | 0.42% | — | +12.20% | |
| 44 | GPN | Global Payments INC | 株式-資本財 | 0.42% | — | +12.63% | |
| 45 | EFX | Equifax INC | 株式-資本財 | 0.42% | — | +7.58% | |
| 46 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.41% | — | +13.08% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | — | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.41% | — | +13.51% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +3.44% | |
| 50 | STT | State Street CORP | 株式-金融 | 0.40% | — | +13.59% |