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 | MSFT | Microsoft CORP | 株式-IT | 8.01% | -1.31% | -0.58% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.76% | -0.40% | -0.30% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.62% | -0.22% | -1.85% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.93% | -0.23% | -1.52% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.64% | -0.48% | +1.09% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 3.50% | -0.38% | -0.12% | |
| 7 | GWW | Ww Grainger INC | 株式-資本財 | 3.44% | +0.40% | -1.19% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.30% | -0.07% | +0.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.85% | -0.32% | +2.92% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.46% | +0.07% | +3.22% | |
| 11 | RMD | Resmed INC | 株式-ヘルスケア | 2.39% | -0.05% | +0.19% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 2.32% | -0.50% | +0.55% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 2.27% | -0.35% | +2.73% | |
| 14 | NOW | Servicenow INC | 株式-IT | 2.27% | -0.29% | -0.11% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 2.13% | -0.04% | +0.06% | |
| 16 | MMM | 3m Co | 株式-資本財 | 2.03% | -0.10% | -0.25% | |
| 17 | ECL | Ecolab INC | 株式-素材 | 1.97% | — | -0.21% | |
| 18 | SLB | Slb LTD | 株式-エネルギー | 1.91% | +0.59% | -0.33% | |
| 19 | UBER | Uber Technologies INC | 株式-資本財 | 1.90% | -0.14% | — | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.89% | -0.11% | +0.33% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.75% | — | +0.78% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.70% | +0.16% | +0.14% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | -0.13% | +0.48% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.64% | -0.21% | +0.89% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.62% | +0.18% | +0.44% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.49% | — | -0.87% | |
| 27 | CRM | Salesforce INC | 株式-IT | 1.44% | -0.31% | +1.34% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.35% | — | +0.67% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.28% | -0.12% | +0.18% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | +0.01% | +1.34% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.18% | — | +3.14% | |
| 32 | EQIX | Equinix INC | 株式-不動産 | 1.16% | +0.68% | +1.10% | |
| 33 | EOG | Eog Resources INC | 株式-エネルギー | 1.10% | +0.38% | -0.42% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.05% | — | -9.31% | |
| 35 | FAST | Fastenal Co | 株式-資本財 | 0.96% | +0.19% | +1.16% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.85% | -0.10% | -1.06% | |
| 37 | SYY | Sysco CORP | 株式-生活必需品 | 0.83% | — | -0.13% | |
| 38 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.72% | +0.25% | +1.06% | |
| 39 | AKAM | Akamai Technologies INC | 株式-IT | 0.69% | +0.23% | +1.22% | |
| 40 | LHX | L3harris Technologies INC | 株式-資本財 | 0.55% | +0.14% | +1.23% | |
| 41 | FIS | Fidelity National Info Serv | 株式-IT | 0.53% | -0.10% | -0.65% | |
| 42 | VMI | Valmont Industries | 株式-資本財 | 0.50% | — | +2.17% | |
| 43 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.49% | — | +1.20% | |
| 44 | GNRC | Generac Holdings INC | 株式-資本財 | 0.43% | +0.17% | +1.05% | |
| 45 | ALKS | Alkermes plc | 株式-ヘルスケア | 0.42% | +0.13% | +1.66% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.40% | — | +0.09% | |
| 47 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.39% | — | +1.06% | |
| 48 | SRCLEUR | Stericycle INC | 株式-その他 | 0.37% | — | +0.43% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.36% | — | — | |
| 50 | RDN | Radian Group INC | 株式-金融 | 0.36% | — | -0.71% |