CIK: 0001697300
申告総資産額
$28.5億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.53% | -0.12% | — | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 5.11% | — | +25.89% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 4.86% | — | +1.48% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.03% | +0.28% | -5.94% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.75% | -0.44% | +17.09% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.42% | -0.44% | +28.07% | |
| 7 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 3.30% | — | +0.85% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.11% | — | +0.40% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.05% | -0.24% | +2.08% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.59% | — | -2.60% | |
| 11 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.54% | — | +8.89% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.24% | — | +2.58% | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.00% | -0.13% | +28.91% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.94% | -0.14% | -35.01% | |
| 15 | CTBI | Community Trust Bancorp INC | 株式-その他 | 1.83% | — | +0.16% | |
| 16 | SHOP | Shopify INC - Class A | 株式-IT | 1.75% | -0.26% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.71% | +11.10% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.65% | — | -15.00% | |
| 19 | MU | Micron Technology INC | 株式-IT | 1.57% | +0.50% | +27.39% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.51% | -0.33% | -11.23% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.36% | — | — | |
| 22 | MS | Morgan Stanley | 株式-金融 | 1.22% | — | +0.16% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.15% | — | -1.13% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | +35.83% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.93% | — | -1.52% | |
| 26 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.75% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.09% | +0.37% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | — | -4.13% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.14% | +47.68% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | -0.40% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.31% | +8.50% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.59% | — | +9.64% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | -0.14% | -0.08% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +1.48% | |
| 35 | CME | Cme Group INC | 株式-金融 | 0.49% | — | -51.81% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | -1.60% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | — | — | |
| 38 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.44% | — | -0.35% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | +4.82% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | — | +2.14% | |
| 41 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.40% | — | — | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.39% | — | +8.57% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.39% | — | +9.04% | |
| 44 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.38% | — | +18.86% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.38% | — | -6.25% | |
| 46 | M | Macy's INC | 株式-一般消費財 | 0.37% | — | -0.64% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.37% | -0.08% | +24.10% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -25.28% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +4.77% | |
| 50 | WDAY | Workday Inc-class A | 株式-IT | 0.35% | — | — |