CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全304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 | 13.38% | -5.33% | +0.00% | |
| 2 | VERX | Vertex INC - Class A | 株式-その他 | 11.26% | -1.00% | +1516.95% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.22% | -0.05% | +9.88% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.96% | +0.17% | +21.29% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.58% | -0.01% | -0.44% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.23% | +12.50% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.31% | — | +28.38% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.25% | +0.14% | -6.21% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.10% | +0.97% | +3.32% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.02% | +13.61% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | -0.09% | +80.52% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.27% | -10.15% | |
| 13 | BSY | Bentley Systems Inc-class B | 株式-IT | 1.30% | — | -0.62% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.27% | +0.02% | +25.69% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.06% | +4.47% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.14% | — | +3.05% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | +1.98% | +10.06% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.08% | +0.02% | -5.94% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 1.03% | -0.03% | +2.13% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | — | -5.90% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | +0.06% | +26.74% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -1.35% | |
| 23 | ACN | Accenture plc | 株式-IT | 0.72% | — | -7.39% | |
| 24 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.68% | — | -25.83% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | — | +10.49% | |
| 26 | FULT | Fulton Financial CORP | 株式-金融 | 0.61% | — | +1.78% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | -13.20% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +16.95% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | +0.04% | +10.35% | |
| 30 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.58% | -0.17% | +0.09% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +3.50% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.03% | +40.44% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.04% | +18.83% | |
| 34 | INTU | Intuit INC | 株式-IT | 0.46% | — | +1.55% | |
| 35 | EFX | Equifax INC | 株式-資本財 | 0.46% | — | -6.83% | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 0.46% | — | +100.40% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | -0.03% | +3.81% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | +0.70% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | -0.02% | -6.47% | |
| 40 | GWW | Ww Grainger INC | 株式-資本財 | 0.44% | — | -25.74% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | -19.65% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.42% | — | -13.47% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | — | -21.31% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +179.70% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +14.43% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | -11.28% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.41% | — | — | |
| 48 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.40% | -0.02% | — | |
| 49 | ROST | Ross Stores INC | 株式-一般消費財 | 0.40% | — | -35.84% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.13% | +62.74% |