CIK: 0001772483
申告総資産額
$5.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.62% | -0.22% | -1.09% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.79% | +0.34% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.63% | -0.05% | +0.10% | |
| 4 | URI | United Rentals INC | 株式-資本財 | 2.71% | -0.19% | -0.03% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.62% | -0.23% | +0.77% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 2.61% | -0.19% | -0.52% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.47% | +0.30% | -0.79% | |
| 8 | GWW | Ww Grainger INC | 株式-資本財 | 2.10% | +0.21% | +0.10% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.03% | — | +1.15% | |
| 10 | ALB | Albemarle CORP | 株式-素材 | 1.96% | +0.20% | +0.97% | |
| 11 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.85% | -0.10% | -0.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | -0.18% | +0.91% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | +0.41% | +1.34% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.64% | +0.27% | -1.08% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | — | -1.80% | |
| 16 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.58% | +0.67% | +0.78% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.58% | -0.08% | -4.09% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.55% | -0.30% | +1.38% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.51% | +0.13% | +1.12% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 1.51% | +0.45% | -10.30% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.48% | +0.16% | +2.42% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -1.03% | -3.73% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.39% | -0.04% | +1.61% | |
| 24 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.38% | — | +1.06% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.36% | — | -2.24% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | -0.18% | +2.07% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.27% | — | +3.53% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.27% | -0.27% | +1.77% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.26% | +0.32% | +3.14% | |
| 30 | CMI | Cummins INC | 株式-資本財 | 1.23% | — | +2.46% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.11% | +8.45% | |
| 32 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.08% | -0.19% | +1.25% | |
| 33 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.07% | — | +3.34% | |
| 34 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.99% | +0.15% | +2.93% | |
| 35 | DBX | Dropbox Inc-class A | 株式-IT | 0.97% | — | +2.59% | |
| 36 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.94% | -0.07% | +1.67% | |
| 37 | INCY | Incyte CORP | 株式-ヘルスケア | 0.90% | — | -6.28% | |
| 38 | SUI | Sun Communities INC | 株式-不動産 | 0.90% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | -0.08% | +2.65% | |
| 40 | GNTX | Gentex CORP | 株式-一般消費財 | 0.86% | — | -0.37% | |
| 41 | INTU | Intuit INC | 株式-IT | 0.83% | -0.11% | +0.09% | |
| 42 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.83% | -0.08% | +5.95% | |
| 43 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.81% | -0.26% | +1.50% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.80% | — | +3.82% | |
| 45 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.77% | — | +3.69% | |
| 46 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.73% | -0.23% | +2.88% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.73% | -0.10% | -0.46% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | -0.09% | +0.05% | |
| 49 | SPLKCHF | Splunk INC | 株式-その他 | 0.71% | — | +2.37% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.70% | — | -0.38% |