CIK: 0001904126
申告総資産額
$1.6億
| # | 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 | 23.56% | -0.93% | -0.91% | |
| 2 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 4.86% | -0.83% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.64% | +0.07% | +0.56% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.84% | -0.20% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.51% | +0.10% | -9.44% | |
| 6 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.37% | +0.03% | — | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.80% | +0.22% | — | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.77% | +0.52% | -0.18% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.76% | -0.19% | +0.08% | |
| 10 | TSCO | Tractor Supply Company | 株式-一般消費財 | 2.41% | -0.02% | +0.18% | |
| 11 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.37% | -0.19% | — | |
| 12 | XYZ | Block INC | 株式-金融 | 2.21% | -0.03% | — | |
| 13 | USPH | U.s. Physical Therapy INC | 株式-その他 | 2.11% | +0.01% | +0.48% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.08% | — | -3.34% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.96% | +0.04% | +0.56% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.95% | -0.06% | — | |
| 17 | INTU | Intuit INC | 株式-IT | 1.84% | -0.66% | — | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.80% | +0.01% | — | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.74% | +0.25% | — | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.63% | — | — | |
| 21 | TREX | Trex Company INC | 株式-資本財 | 1.41% | — | — | |
| 22 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.34% | +0.26% | — | |
| 23 | NDAQ | Nasdaq INC | 株式-金融 | 1.30% | -0.04% | — | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.30% | -0.37% | — | |
| 25 | LRCXEUR | Lam Research CORP | 株式-IT | 1.25% | — | — | |
| 26 | MORN | Morningstar INC | 株式-金融 | 1.01% | -0.09% | — | |
| 27 | ICE | Intercontinental Exchange In | 株式-金融 | 1.00% | — | — | |
| 28 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.94% | — | — | |
| 29 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.90% | -0.05% | — | |
| 30 | DVA | Davita INC | 株式-ヘルスケア | 0.81% | +0.27% | — | |
| 31 | GDDY | Godaddy INC - Class A | 株式-IT | 0.80% | -0.18% | -0.15% | |
| 32 | IPGP | Ipg Photonics CORP | 株式-IT | 0.78% | +0.13% | NEW | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.02% | — | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | -0.05% | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.74% | -0.01% | — | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.70% | -0.11% | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.67% | +0.11% | — | |
| 38 | LNTH | Lantheus Holdings INC | 株式-ヘルスケア | 0.65% | — | — | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.07% | +0.72% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.02% | — | |
| 42 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.60% | -0.07% | — | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.58% | — | — | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | — | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.53% | — | -3.23% | |
| 46 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.48% | +0.07% | — | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | +0.23% | — | |
| 48 | BVE | Diamond Hill Investment Grp | 株式-その他 | 0.41% | -0.19% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.32% | — | — |