CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全280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 | 15.90% | -5.33% | -5.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.26% | -0.05% | +7.96% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.93% | -0.01% | -0.10% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.75% | +0.17% | +87.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.70% | +0.14% | -0.38% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.29% | -0.23% | +5.57% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.23% | +0.97% | +4.99% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.01% | — | +75.43% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.27% | +6.27% | |
| 10 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.58% | — | +0.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.06% | +7.83% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.30% | +0.02% | -0.48% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.27% | — | +7.27% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.02% | +1.17% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.25% | — | +2.02% | |
| 16 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.15% | — | +2.50% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.14% | +1.98% | +1.17% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.07% | +0.02% | +34.35% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +10.05% | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 0.94% | -0.03% | +0.05% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.85% | — | +12.44% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | -0.09% | -1.10% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | -6.38% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | +14.74% | |
| 25 | VERX | Vertex INC - Class A | 株式-その他 | 0.75% | -1.00% | +0.02% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | +0.06% | +1.16% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -3.23% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | +13.68% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | +0.04% | +2.63% | |
| 30 | COR | Cencora INC | 株式-ヘルスケア | 0.64% | — | -3.58% | |
| 31 | ROST | Ross Stores INC | 株式-一般消費財 | 0.64% | — | -3.44% | |
| 32 | GWW | Ww Grainger INC | 株式-資本財 | 0.62% | — | -12.36% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +54.29% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | -1.51% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | -22.51% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | -3.06% | |
| 37 | FULT | Fulton Financial CORP | 株式-金融 | 0.56% | — | — | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.55% | — | +8.79% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +10.18% | |
| 40 | MCHP | Microchip Technology INC | 株式-IT | 0.55% | — | -3.67% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +12.86% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | — | -2.07% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | -0.02% | -41.07% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.53% | — | -3.96% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.52% | — | +11.08% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | -1.71% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.04% | +39.38% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -2.51% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +19.41% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +1.25% |