CIK: 0001697300
申告総資産額
$28.5億
上位200銘柄を表示中（全537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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.66% | -0.44% | -4.83% | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 5.31% | — | +1.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.23% | -0.12% | +4.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.61% | +0.28% | +1.07% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 3.70% | — | -4.53% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.63% | -0.33% | +14.05% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.41% | -0.24% | +2.69% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.69% | — | -0.36% | |
| 9 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 2.51% | — | +24.28% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.19% | -0.71% | -0.48% | |
| 11 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 2.03% | — | +6.91% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.96% | — | -0.38% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.81% | — | +0.70% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | — | +600.25% | |
| 15 | CRM | Salesforce INC | 株式-IT | 1.46% | — | +323.17% | |
| 16 | CTBI | Community Trust Bancorp INC | 株式-その他 | 1.33% | — | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -0.33% | |
| 18 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.89% | — | +41.28% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | +20.43% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.80% | — | -5.60% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.14% | -0.42% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.72% | — | -1.08% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.44% | +7.00% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -3.63% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.63% | — | +2.07% | |
| 26 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.61% | -0.13% | -71.77% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.09% | +1.57% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.55% | — | -8.88% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | -0.14% | -2.71% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.31% | +9.79% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | — | -2.72% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -24.29% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -7.08% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.45% | — | +0.21% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | -5.57% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | -0.08% | -3.85% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -0.17% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | — | +1.06% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.41% | — | -0.53% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.14% | +0.70% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.39% | — | +3.11% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | — | +4.16% | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.36% | — | -2.26% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.35% | — | -31.26% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | -24.87% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.34% | — | +0.44% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | -5.95% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.33% | — | +0.65% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | -6.62% | |
| 50 | ROKU | Roku INC | 株式-通信サービス | 0.32% | — | -1.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.5% | +600.25% | 増加 |
| 2 | CRM | Salesforce INC | +1.1% | +323.17% | 増加 |
| 3 | BUD | Anheuser-busch Inbev-spn Adr | +0.4% | +24.28% | 増加 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +20.43% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +14.05% | 増加 |
| 6 | MPC | Marathon Petroleum CORP | +0.1% | +41.28% | 増加 |
| 7 | ROKU | Roku INC | +0.1% | -1.48% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | 0% | +2.69% | 増加 |
| 9 | META | Meta Platforms Inc-class A | 0% | -0.42% | 減少 |
| 10 | CME | Cme Group INC | 0% | -0.53% | 減少 |
| 11 | MSFT | Microsoft CORP | 0% | -0.48% | 減少 |
| 12 | ADBE | Adobe INC | — | +3.11% | 増加 |
| 13 | WM | Waste Management INC | — | +0.65% | 増加 |
| 14 | V | Visa Inc-class A Shares | 0% | -0.33% | 減少 |
| 15 | VB | Vanguard Small-cap ETF | 0% | +4.16% | 増加 |
| 16 | PGR | Progressive CORP | 0% | -2.26% | 減少 |
| 17 | PYPL | Paypal Holdings INC | 0% | -5.57% | 減少 |
| 18 | AMT | American Tower CORP | 0% | +0.44% | 増加 |
| 19 | KDP | Keurig Dr Pepper INC | 0% | +6.91% | 増加 |
| 20 | GSLC | Goldman Activebeta US Lc ETF | 0% | +2.07% | 増加 |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | -0.17% | 減少 |
| 22 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.06% | 増加 |
| 23 | PG | Procter & Gamble Co/the | 0% | -5.95% | 減少 |
| 24 | NEE | Nextera Energy INC | -0.1% | -1.08% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | +9.79% | 増加 |
| 26 | HD | Home Depot INC | -0.1% | -7.08% | 減少 |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | +0.21% | 増加 |
| 28 | SCHG | Schwab US Large-cap Growth | -0.1% | -3.85% | 減少 |
| 29 | CVX | Chevron CORP | -0.1% | +0.70% | 増加 |
| 30 | JNJ | Johnson & Johnson | -0.1% | +1.57% | 増加 |
| 31 | VUG | Vanguard Growth ETF | -0.1% | -2.71% | 減少 |
| 32 | VTV | Vanguard Value ETF | -0.1% | -6.62% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.63% | 減少 |
| 34 | NVDA | Nvidia CORP | -0.1% | +7.00% | 増加 |
| 35 | SCHM | Schwab US Mid Cap ETF | -0.1% | -8.88% | 減少 |
| 36 | CTBI | Community Trust Bancorp INC | -0.1% | — | 変化なし |
| 37 | SCHA | Schwab US Small-cap ETF | -0.1% | -5.60% | 減少 |
| 38 | BAC | Bank Of America CORP | -0.2% | -0.38% | 減少 |
| 39 | CSCO | Cisco Systems INC | -0.2% | -24.87% | 減少 |
| 40 | T | At&t INC | -0.2% | -31.26% | 減少 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +4.26% | 増加 |
| 42 | MO | Altria Group INC | -0.2% | -2.72% | 減少 |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | -0.2% | -24.29% | 減少 |
| 44 | SCHB | Schwab US Broad Market ETF | -0.2% | -0.36% | 減少 |
| 45 | UNH | Unitedhealth Group INC | -0.2% | +0.70% | 増加 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +1.07% | 増加 |
| 47 | NFLX | Netflix INC | -0.4% | +1.21% | 増加 |
| 48 | AMZN | Amazon.com INC | -0.6% | -4.83% | 減少 |
| 49 | BA | Boeing Co/the | -0.9% | -4.53% | 減少 |
| 50 | ISRG | Intuitive Surgical INC | -2% | -71.77% | 減少 |