CIK: 0001729048
申告総資産額
$2.9億
| # | 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 | 11.88% | -0.22% | -0.29% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 8.68% | -0.40% | -0.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.22% | -1.31% | -1.71% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.27% | -0.23% | -1.49% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.17% | -0.48% | -2.16% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 3.99% | -0.38% | -0.46% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 3.85% | -0.10% | -1.22% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 3.63% | — | -1.80% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.53% | +0.07% | — | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.23% | — | -0.50% | |
| 11 | LUV | Southwest Airlines Co | 株式-資本財 | 2.21% | — | +6.44% | |
| 12 | GWW | Ww Grainger INC | 株式-資本財 | 2.04% | +0.40% | -2.55% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | -0.32% | -0.55% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 1.86% | -0.04% | -1.07% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.84% | — | -1.60% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.74% | +0.18% | -1.01% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | — | -3.95% | |
| 18 | NOW | Servicenow INC | 株式-IT | 1.72% | -0.29% | -1.35% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.57% | -0.13% | -0.04% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | -0.34% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.51% | — | -2.07% | |
| 22 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.42% | — | +5.38% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | +0.01% | +2.46% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | — | -3.04% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.31% | — | -0.61% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.28% | — | -0.28% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.20% | — | +0.32% | |
| 28 | FIS | Fidelity National Info Serv | 株式-IT | 1.18% | -0.10% | -0.44% | |
| 29 | EQIX | Equinix INC | 株式-不動産 | 1.16% | +0.68% | -0.72% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | — | -0.98% | |
| 31 | CB | Chubb Limited | 株式-金融 | 1.00% | — | -0.68% | |
| 32 | AKAM | Akamai Technologies INC | 株式-IT | 0.89% | +0.23% | -0.52% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.88% | — | — | |
| 34 | FAST | Fastenal Co | 株式-資本財 | 0.88% | +0.19% | -0.61% | |
| 35 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.85% | — | +0.62% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.80% | -0.11% | +0.64% | |
| 37 | LHX | L3harris Technologies INC | 株式-資本財 | 0.60% | +0.14% | +2.11% | |
| 38 | SWKS | Skyworks Solutions INC | 株式-IT | 0.59% | — | -0.36% | |
| 39 | SPLKCHF | Splunk INC | 株式-その他 | 0.57% | — | -0.46% | |
| 40 | VMI | Valmont Industries | 株式-資本財 | 0.54% | — | -0.06% | |
| 41 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.52% | — | -0.48% | |
| 42 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.44% | -0.35% | +12.51% | |
| 43 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.44% | — | -9.22% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.44% | — | — | |
| 45 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.44% | +0.25% | -0.37% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | — | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.41% | — | +21.20% | |
| 49 | FFIV | F5 INC | 株式-IT | 0.40% | — | -0.43% | |
| 50 | KNX | Knight-swift Transportation | 株式-資本財 | 0.39% | — | -0.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | -1.49% | 減少 |
| 2 | LUV | Southwest Airlines Co | +0.6% | +6.44% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.55% | 減少 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -3.95% | 減少 |
| 5 | HD | Home Depot INC | +0.2% | +2.46% | 増加 |
| 6 | SMG | Scotts Miracle-gro Co | +0.1% | +0.62% | 増加 |
| 7 | VMI | Valmont Industries | +0.1% | -0.06% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.1% | -1.71% | 減少 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -2.16% | 減少 |
| 10 | SCHM | Schwab US Mid Cap ETF | +0.1% | +21.20% | 増加 |
| 11 | SWKS | Skyworks Solutions INC | +0.1% | -0.36% | 減少 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.1% | — | 変化なし |
| 13 | SCHA | Schwab US Small-cap ETF | +0.1% | — | 変化なし |
| 14 | HFCUSD | Hollyfrontier CORP | +0.1% | +11.23% | 増加 |
| 15 | IWL | Ishares Russell Top 200 ETF | +0.1% | +12.51% | 増加 |
| 16 | UNH | Unitedhealth Group INC | +0.1% | -0.04% | 減少 |
| 17 | FFIV | F5 INC | +0.1% | -0.43% | 減少 |
| 18 | EXPD | Expeditors Intl Wash INC | +0.1% | -0.48% | 減少 |
| 19 | LHX | L3harris Technologies INC | 0% | +2.11% | 増加 |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 21 | KNX | Knight-swift Transportation | 0% | -0.64% | 減少 |
| 22 | RDN | Radian Group INC | 0% | +2.14% | 増加 |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | — | 変化なし |
| 24 | UNP | Union Pacific CORP | 0% | -0.28% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.98% | 減少 |
| 26 | CTRA | Coterra Energy INC | 0% | +1.17% | 増加 |
| 27 | FISV | Fiserv INC | 0% | -1.07% | 減少 |
| 28 | JNJ | Johnson & Johnson | 0% | -0.34% | 減少 |
| 29 | PYPL | Paypal Holdings INC | — | -1.22% | 減少 |
| 30 | XEL | Xcel Energy INC | -0.1% | -26.16% | 減少 |
| 31 | VAREUR | Varian Medical Systems INC | -0.1% | -9.22% | 減少 |
| 32 | IONS | Ionis Pharmaceuticals INC | -0.1% | -0.53% | 減少 |
| 33 | EQIX | Equinix INC | -0.1% | -0.72% | 減少 |
| 34 | PANW | Palo Alto Networks INC | -0.1% | +0.64% | 増加 |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -3.04% | 減少 |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -0.50% | 減少 |
| 37 | KO | Coca-cola Co/the | -0.1% | -1.01% | 減少 |
| 38 | MRK | Merck & Co. INC. | -0.1% | -0.61% | 減少 |
| 39 | GWW | Ww Grainger INC | -0.1% | -2.55% | 減少 |
| 40 | SPLKCHF | Splunk INC | -0.2% | -0.46% | 減少 |
| 41 | NOW | Servicenow INC | -0.2% | -1.35% | 減少 |
| 42 | V | Visa Inc-class A Shares | -0.3% | -0.46% | 減少 |
| 43 | TSLA | Tesla INC | -0.4% | -1.80% | 減少 |
| 44 | AMZN | Amazon.com INC | -0.8% | -0.73% | 減少 |
| 45 | AAPL | Apple INC | -1.4% | -0.29% | 減少 |
| 46 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 47 | DKNG1USD | Draftkings Holdings INC | — | NEW | 新規購入 |
| 48 | FUBOGBP | Fubotv INC | — | NEW | 新規購入 |
| 49 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 50 | VCEL | Vericel CORP | — | NEW | 新規購入 |