CIK: 0001720969
申告総資産額
$8.5億
上位200銘柄を表示中（全432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 | 9.34% | -5.33% | -5.13% | |
| 2 | VERX | Vertex INC - Class A | 株式-その他 | 4.77% | -1.00% | -5.29% | |
| 3 | JGRW | Jensen Quality Growth ETF | ETF-その他 | 4.38% | — | -3.01% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.31% | -0.05% | +9.29% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.86% | +0.17% | -0.62% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.23% | +3.14% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | +0.97% | +5.42% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | +0.14% | +3.53% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.24% | -0.01% | +0.59% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.12% | -0.09% | -3.24% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.02% | — | +0.64% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | -0.02% | -0.00% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | +0.04% | -0.13% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.39% | — | +4.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.06% | +5.45% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | +1.98% | +9.61% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.12% | +0.02% | +0.59% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.94% | — | +0.06% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 0.90% | -0.03% | +1.65% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.27% | -5.42% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.81% | +0.02% | -15.56% | |
| 22 | BSY | Bentley Systems Inc-class B | 株式-IT | 0.78% | — | +0.22% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.77% | +0.06% | -16.07% | |
| 24 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.72% | — | +2.33% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.03% | +0.23% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | — | -4.57% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | +2.08% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | -8.32% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -2.76% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | -0.04% | +7.78% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | -0.03% | +23.79% | |
| 32 | FULT | Fulton Financial CORP | 株式-金融 | 0.52% | — | — | |
| 33 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.52% | -0.17% | -0.18% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.52% | — | -1.85% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.13% | +22.27% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | -0.02% | +4.84% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +5.63% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.03% | -6.19% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | — | +35.28% | |
| 40 | APH | Amphenol Corp-cl A | 株式-IT | 0.46% | — | -4.42% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +21.05% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | -0.06% | -16.31% | |
| 43 | BEKE | Ke Holdings Inc-adr | 株式-その他 | 0.45% | — | — | |
| 44 | OMAB | Grupo Aeroportuario Cen-adr | 株式-その他 | 0.45% | — | — | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.44% | — | +3.29% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -7.97% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.43% | — | +1.60% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +5.92% | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.41% | — | +1.49% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.40% | — | — |