CIK: 0001802473
申告総資産額
$10.4億
上位200銘柄を表示中（全287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 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.68% | — | -1.95% | |
| 2 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.82% | -0.48% | -14.37% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | -1.20% | +2.77% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 1.42% | -0.38% | +4.27% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.37% | +0.32% | -1.87% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 1.37% | +0.25% | +2.86% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.17% | -0.31% | +0.09% | |
| 8 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.14% | -0.35% | +6.21% | |
| 9 | ICE | Intercontinental Exchange In | 株式-金融 | 1.14% | -0.38% | +15.50% | |
| 10 | MDT | Medtronic plc | 株式-ヘルスケア | 1.07% | — | +5.07% | |
| 11 | AON | Aon plc | 株式-金融 | 1.06% | -0.26% | -44.83% | |
| 12 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 1.03% | -0.25% | +9.35% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.30% | +5.20% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.01% | +0.81% | +1.46% | |
| 15 | MSCI | Msci INC | 株式-金融 | 1.00% | -0.50% | +5.12% | |
| 16 | APD | Air Products & Chemicals INC | 株式-素材 | 0.99% | — | +29.97% | |
| 17 | TRU | Transunion | 株式-金融 | 0.94% | — | +5.31% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.93% | — | +6.42% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 0.92% | — | +5.47% | |
| 20 | CACI | Caci International INC -cl A | 株式-IT | 0.92% | -0.23% | -3.58% | |
| 21 | DG | Dollar General CORP | 株式-生活必需品 | 0.91% | — | -13.03% | |
| 22 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.90% | — | +2.84% | |
| 23 | TTEC | Ttec Holdings INC | 株式-その他 | 0.90% | — | +24.79% | |
| 24 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.90% | — | -22.13% | |
| 25 | BRO | Brown & Brown INC | 株式-金融 | 0.89% | — | +2.04% | |
| 26 | CNC | Centene CORP | 株式-ヘルスケア | 0.88% | — | -12.90% | |
| 27 | BR | Broadridge Financial Solutio | 株式-IT | 0.88% | — | +9.01% | |
| 28 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.87% | — | -10.25% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | -1.50% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.86% | — | -3.72% | |
| 31 | DOX | Amdocs Limited | 株式-IT | 0.85% | — | -16.66% | |
| 32 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.85% | — | -5.18% | |
| 33 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.85% | — | -9.58% | |
| 34 | KLAC | Kla CORP | 株式-IT | 0.84% | — | +7.31% | |
| 35 | PRI | Primerica INC | 株式-金融 | 0.84% | — | +12.97% | |
| 36 | MCO | Moody's CORP | 株式-金融 | 0.84% | -0.54% | EXIT | |
| 37 | G | Genpact Limited | 株式-IT | 0.84% | — | +3.64% | |
| 38 | RVTY | Revvity INC | 株式-ヘルスケア | 0.82% | — | +5.28% | |
| 39 | FWRDUSD | Forward Air CORP | 株式-その他 | 0.82% | — | -0.26% | |
| 40 | LDOS | Leidos Holdings INC | 株式-IT | 0.82% | -0.23% | -18.97% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.82% | — | -0.15% | |
| 42 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.82% | — | -5.04% | |
| 43 | CPRT | Copart INC | 株式-資本財 | 0.82% | -0.23% | +3.00% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.82% | — | +12.70% | |
| 45 | SSD | Simpson Manufacturing Co INC | 株式-素材 | 0.82% | — | +10.44% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | -1.32% | |
| 47 | FELE | Franklin Electric Co INC | 株式-資本財 | 0.81% | — | — | |
| 48 | TDY | Teledyne Technologies INC | 株式-IT | 0.81% | — | — | |
| 49 | MMS | Maximus INC | 株式-資本財 | 0.81% | — | +9.54% | |
| 50 | FRCB | First Republic Bank/ca | 株式-金融 | 0.81% | — | — |