CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全346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 | MSFT | Microsoft CORP | 株式-IT | 3.74% | -0.81% | +4.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.43% | -2.19% | -14.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.26% | +0.53% | +3.77% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.23% | -0.19% | -0.20% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.61% | — | +0.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | — | +3.84% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.29% | -0.23% | +1.97% | |
| 8 | SON | Sonoco Products Co | 株式-一般消費財 | 2.20% | — | -2.78% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.76% | — | +11.42% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.61% | — | +4.64% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.56% | -0.19% | -15.73% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 1.55% | — | +1.05% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | — | +4.99% | |
| 14 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.37% | — | +4.80% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 1.22% | — | +51.72% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.22% | — | +10.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | — | -4.22% | |
| 18 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.17% | — | +2.39% | |
| 19 | GPN | Global Payments INC | 株式-資本財 | 1.12% | — | +2.37% | |
| 20 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.10% | — | +54.21% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 1.04% | — | +32.94% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.03% | — | +1.95% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.03% | — | +243.46% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | +0.80% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +0.47% | |
| 26 | IYT | Ishares US Transportation Et | ETF-その他 | 0.97% | — | +86.81% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.92% | -0.14% | +0.70% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.91% | — | -2.77% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | +2.89% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | +0.26% | +1.51% | |
| 31 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.88% | — | -18.40% | |
| 32 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.87% | — | +144.94% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.86% | — | -38.90% | |
| 34 | XYZ | Block INC | 株式-金融 | 0.86% | — | +1.40% | |
| 35 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.85% | — | — | |
| 36 | ACN | Accenture plc | 株式-IT | 0.85% | — | +70.31% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | +0.20% | +0.05% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.82% | — | -0.89% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.82% | — | +43.45% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | — | +0.91% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +1.51% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.75% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | -1.03% | |
| 44 | IDV | Ishares International Select | ETF-その他 | 0.71% | — | +2.16% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | — | +3.19% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | -0.16% | -0.04% | |
| 47 | ABMDEUR | Abiomed INC | 株式-その他 | 0.67% | — | +3.37% | |
| 48 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.66% | — | -9.61% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.66% | — | +4.53% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.63% | — | -9.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +0.8% | NEW | 新規購入 |
| 2 | MA | Mastercard INC - A | +0.7% | +243.46% | 増加 |
| 3 | ATVIEUR | Activision Blizzard INC | +0.5% | +144.94% | 増加 |
| 4 | IYT | Ishares US Transportation Et | +0.5% | +86.81% | 増加 |
| 5 | AAPL | Apple INC | +0.4% | +3.77% | 増加 |
| 6 | PYPL | Paypal Holdings INC | +0.4% | +51.72% | 増加 |
| 7 | ZTS | Zoetis INC | +0.4% | +54.21% | 増加 |
| 8 | BMY | Bristol-myers Squibb Co | +0.4% | +1736.08% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.4% | +4.50% | 増加 |
| 10 | ACN | Accenture plc | +0.3% | +70.31% | 増加 |
| 11 | VRTX | Vertex Pharmaceuticals INC | +0.3% | +1259.36% | 増加 |
| 12 | NVDA | Nvidia CORP | +0.3% | +11.42% | 増加 |
| 13 | XYZ | Block INC | +0.3% | +1.40% | 増加 |
| 14 | EL | Estee Lauder Companies-cl A | +0.2% | +134.02% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.2% | -0.20% | 減少 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +1.97% | 増加 |
| 17 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +4.64% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | +3.84% | 増加 |
| 19 | EWG | Ishares Msci Germany ETF | -0.3% | -96.50% | 減少 |
| 20 | TCEHY | Tencent Holdings Ltd-uns Adr | -0.3% | -41.36% | 減少 |
| 21 | GS | Goldman Sachs Group INC | -0.3% | -43.18% | 減少 |
| 22 | ABBV | Abbvie INC | -0.4% | -93.40% | 減少 |
| 23 | PXDEUR | Pioneer Natural Resources Co | -0.4% | -98.24% | 減少 |
| 24 | AVGO | Broadcom INC | -0.4% | -98.96% | 減少 |
| 25 | MU | Micron Technology INC | -0.4% | -88.46% | 減少 |
| 26 | CSCO | Cisco Systems INC | -0.4% | -47.51% | 減少 |
| 27 | ADI | Analog Devices INC | -0.4% | -98.07% | 減少 |
| 28 | LMT | Lockheed Martin CORP | -0.5% | -50.38% | 減少 |
| 29 | AMAT | Applied Materials INC | -0.5% | -55.92% | 減少 |
| 30 | IWR | Ishares Russell Mid-cap ETF | -0.6% | -38.90% | 減少 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -14.01% | 減少 |
| 32 | AMT | TD Ameritrade Holding CORP | -0.7% | -97.95% | 減少 |
| 33 | ETRA | E*trade Financial CORP | -0.8% | -98.86% | 減少 |
| 34 | NOC | Northrop Grumman CORP | -0.8% | -96.44% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.9% | -15.73% | 減少 |
| 36 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | — | EXIT | 全売却 |
| 38 | MCHP | Microchip Technology INC | — | EXIT | 全売却 |
| 39 | SIVBEUR | Svb Financial Group | — | NEW | 新規購入 |
| 40 | TRU | Transunion | — | NEW | 新規購入 |
| 41 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 42 | TIFEUR | Tiffany & Co | — | NEW | 新規購入 |
| 43 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 44 | FIVE | Five Below | — | NEW | 新規購入 |
| 45 | GOOS | Canada Goose Holdings INC | — | NEW | 新規購入 |
| 46 | ATSG* | Air Transport Services Group | — | EXIT | 全売却 |
| 47 | HPQ | Hp INC | — | NEW | 新規購入 |
| 48 | NEWREUR | New Relic INC | — | NEW | 新規購入 |
| 49 | EVR | Evercore INC - A | — | NEW | 新規購入 |
| 50 | BZUN | Baozun Inc-spn Adr | — | EXIT | 全売却 |