CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全249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 | 25.40% | -5.33% | -8.09% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.96% | -0.01% | -2.21% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.72% | -0.05% | +8.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.23% | +6.61% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.92% | +0.02% | -83.17% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.87% | +0.97% | +18.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | +0.14% | -8.56% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.27% | +2.29% | |
| 9 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.55% | — | +0.10% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.40% | — | -5.48% | |
| 11 | VERX | Vertex INC - Class A | 株式-その他 | 1.39% | -1.00% | +550.14% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.34% | +1.98% | +10.44% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | — | +17.24% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.14% | — | +6.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.06% | +1.61% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.02% | +2.61% | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.02% | — | +13.70% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.97% | — | +10.98% | |
| 19 | GWW | Ww Grainger INC | 株式-資本財 | 0.83% | — | -13.30% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | +6.55% | |
| 21 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.82% | -0.17% | +0.01% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +11.01% | |
| 23 | SYY | Sysco CORP | 株式-生活必需品 | 0.76% | — | +6.04% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +3.82% | |
| 25 | COR | Cencora INC | 株式-ヘルスケア | 0.75% | — | +6.79% | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 0.74% | -0.03% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | +0.06% | -3.61% | |
| 28 | ROST | Ross Stores INC | 株式-一般消費財 | 0.73% | — | +6.09% | |
| 29 | FULT | Fulton Financial CORP | 株式-金融 | 0.72% | — | — | |
| 30 | MCHP | Microchip Technology INC | 株式-IT | 0.72% | — | -13.82% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +14.65% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.70% | — | +18.51% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | — | +5.11% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.69% | — | +6.58% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | +3.63% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | +0.04% | +1.78% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.65% | — | +5.32% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.09% | +0.50% | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.64% | — | +6.33% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +5.98% | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.60% | — | +13.62% | |
| 42 | STT | State Street CORP | 株式-金融 | 0.54% | — | +6.15% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +27.66% | |
| 44 | EFX | Equifax INC | 株式-資本財 | 0.52% | — | +5.57% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | +0.02% | -8.30% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | +5.98% | |
| 47 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.50% | — | +5.98% | |
| 48 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.49% | -0.02% | — | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.48% | — | +6.36% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | -0.02% | +4.47% |