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 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.01% | -0.44% | +10.55% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.89% | -0.12% | -3.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.55% | +0.28% | +23.12% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 5.53% | — | +8.57% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 4.18% | — | -35.43% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.12% | -0.24% | +16.94% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.42% | — | +0.26% | |
| 8 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.85% | -0.13% | +6.22% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.66% | — | -4.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.71% | +13.67% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.37% | — | -14.81% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.12% | -0.33% | +27.75% | |
| 13 | CME | Cme Group INC | 株式-金融 | 1.92% | — | +176.65% | |
| 14 | CTBI | Community Trust Bancorp INC | 株式-その他 | 1.81% | — | — | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.74% | — | +17.89% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | — | +16.30% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.43% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | +12.24% | |
| 19 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.14% | — | -67.51% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.07% | — | -11.49% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 0.97% | — | -24.73% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.09% | +16.15% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | — | +125.94% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.82% | — | -14.91% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.78% | — | -0.17% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.14% | -10.60% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | — | +8.79% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | — | -5.44% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.31% | -10.41% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.44% | -72.29% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | +75.46% | |
| 32 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 0.66% | — | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.14% | +44.73% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.63% | -0.14% | +107.20% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.62% | — | +36.60% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.62% | — | -27.52% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.60% | — | +66.70% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | -0.14% | +58.72% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -2.41% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.53% | — | +9.02% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +157.68% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.52% | -0.08% | +14.80% | |
| 43 | CELG | Celgene CORP | 株式-その他 | 0.51% | — | +15.30% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.51% | — | +12.80% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -4.28% | |
| 46 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.50% | — | — | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | -0.33% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -79.19% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.42% | — | +4.43% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.42% | — | +67.84% |