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 | 4.97% | -0.22% | -3.51% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.79% | +1.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | -0.05% | -5.53% | |
| 4 | URI | United Rentals INC | 株式-資本財 | 3.08% | -0.19% | -0.93% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.07% | +0.30% | +2.89% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 2.89% | -0.19% | +97.18% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.73% | -0.23% | -1.41% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | -0.18% | -0.70% | |
| 9 | GWW | Ww Grainger INC | 株式-資本財 | 2.34% | +0.21% | -0.59% | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 2.23% | -0.04% | +0.82% | |
| 11 | AXP | American Express Co | 株式-金融 | 2.17% | -0.30% | -0.23% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.11% | -1.03% | -0.05% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.08% | -0.18% | -0.91% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.07% | +0.32% | -1.57% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | +0.27% | -0.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.97% | — | -0.19% | |
| 17 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.96% | +0.67% | +1.40% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | -0.11% | -0.28% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.65% | +0.45% | +1.50% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.62% | -0.08% | -0.89% | |
| 21 | CMI | Cummins INC | 株式-資本財 | 1.59% | — | +1.09% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.58% | +0.13% | +2.24% | |
| 23 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.57% | -0.10% | +1.23% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.56% | — | +0.98% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 1.49% | +0.16% | +2.68% | |
| 26 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.48% | -0.26% | +0.46% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.48% | -0.27% | +0.84% | |
| 28 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.47% | -0.19% | +3.02% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.41% | -4.30% | |
| 30 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.14% | +0.15% | +3.84% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.14% | -0.08% | -4.83% | |
| 32 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.10% | -0.23% | +8.94% | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | -0.09% | -0.97% | |
| 34 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.05% | — | +7.65% | |
| 35 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 1.00% | -0.08% | +9.86% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.91% | — | +8.81% | |
| 37 | ALLY | Ally Financial INC | 株式-金融 | 0.90% | -0.07% | -0.55% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.55% | -9.85% | |
| 39 | ALB | Albemarle CORP | 株式-素材 | 0.81% | +0.20% | -1.89% | |
| 40 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.81% | -0.07% | +5.10% | |
| 41 | INCY | Incyte CORP | 株式-ヘルスケア | 0.79% | — | +3.15% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.16% | -1.08% | |
| 43 | EOG | Eog Resources INC | 株式-エネルギー | 0.76% | +0.18% | -4.49% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | -0.09% | -1.53% | |
| 45 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.73% | — | -10.19% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.70% | — | -21.51% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | +17.73% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | -28.98% | |
| 50 | GNTX | Gentex CORP | 株式-一般消費財 | 0.56% | — | -19.02% |