CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全325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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.38% | -2.19% | +15.20% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.13% | -0.81% | -6.64% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.89% | +0.53% | +5.60% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | -0.19% | -1.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | — | -0.70% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | -0.23% | -3.06% | |
| 7 | SON | Sonoco Products Co | 株式-一般消費財 | 1.91% | — | -4.92% | |
| 8 | T | At&t INC | 株式-通信サービス | 1.81% | — | +20.55% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.76% | — | +9.22% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.75% | -0.91% | -2.76% | |
| 11 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.66% | — | +1.92% | |
| 12 | ADBE | Adobe INC | 株式-IT | 1.66% | — | -21.81% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.55% | — | +18.76% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | -1.06% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | -0.19% | -7.17% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | — | +0.14% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.39% | — | +16.06% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.35% | — | +25.45% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.34% | — | -0.28% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.33% | — | +26.21% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 1.32% | — | -0.52% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | -35.97% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | +0.26% | +1.62% | |
| 24 | GPN | Global Payments INC | 株式-資本財 | 1.05% | — | -3.61% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 1.00% | +0.22% | +79.81% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | — | +1.81% | |
| 27 | AMT | American Tower CORP | 株式-不動産 | 0.98% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | — | -0.98% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.97% | — | -3.51% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.94% | — | +19.89% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.90% | — | +30.35% | |
| 32 | AXP | American Express Co | 株式-金融 | 0.89% | — | +5.42% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -7.07% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.85% | — | -5.27% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.79% | — | -2.57% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | -0.99% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.76% | — | +17.66% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.73% | — | -3.97% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | -0.51% | |
| 40 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.72% | — | -3.15% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | -0.16% | -1.18% | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 0.64% | — | -3.09% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | +758.34% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.59% | — | +7.54% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | -0.14% | +95.32% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.58% | — | +24.60% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.58% | — | -10.54% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | +0.25% | -39.11% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.57% | — | -12.18% | |
| 50 | HUM | Humana INC | 株式-ヘルスケア | 0.55% | — | +0.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | +5.60% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +15.20% | 増加 |
| 3 | AMAT | Applied Materials INC | +0.5% | +79.81% | 増加 |
| 4 | PEP | Pepsico INC | +0.5% | +1428.00% | 増加 |
| 5 | PNC | Pnc Financial Services Group | +0.5% | +2336.54% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.4% | +19.89% | 増加 |
| 7 | NOC | Northrop Grumman CORP | +0.3% | +1462.28% | 増加 |
| 8 | NKE | Nike INC -cl B | +0.3% | +26.21% | 増加 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.3% | +6532.20% | 増加 |
| 10 | T | At&t INC | +0.3% | +20.55% | 増加 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +95.32% | 増加 |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +174.11% | 増加 |
| 13 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +18.76% | 増加 |
| 14 | IAUUSD | Ishares Gold Trust | +0.3% | +25.45% | 増加 |
| 15 | MA | Mastercard INC - A | +0.3% | +9.22% | 増加 |
| 16 | CRM | Salesforce INC | +0.3% | +30.35% | 増加 |
| 17 | AMD | Advanced Micro Devices | +0.2% | -3.97% | 減少 |
| 18 | MSFT | Microsoft CORP | +0.1% | -6.64% | 減少 |
| 19 | XLY | Ss Consumer Disc Select Sect | -0.2% | -70.47% | 減少 |
| 20 | NOW | Servicenow INC | -0.2% | -48.50% | 減少 |
| 21 | EXK | Exact Sciences CORP | -0.3% | -60.95% | 減少 |
| 22 | BP | Bp Plc-spons Adr | -0.3% | -98.85% | 減少 |
| 23 | PFE | Pfizer INC | -0.3% | -89.22% | 減少 |
| 24 | DRI | Darden Restaurants INC | -0.3% | -98.29% | 減少 |
| 25 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -95.17% | 減少 |
| 26 | NFLX | Netflix INC | -0.4% | -58.57% | 減少 |
| 27 | GLD | Spdr Gold Shares | -0.4% | -39.11% | 減少 |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.4% | -99.24% | 減少 |
| 29 | TWLO | Twilio INC - A | -0.4% | -98.31% | 減少 |
| 30 | PAGS | PagSeguro Digital Ltd. | -0.4% | -99.92% | 減少 |
| 31 | CSCO | Cisco Systems INC | -0.5% | -90.88% | 減少 |
| 32 | XYL | Xylem INC | -0.5% | -97.93% | 減少 |
| 33 | XYZ | Block INC | -0.5% | -99.02% | 減少 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.8% | -92.82% | 減少 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.9% | -71.77% | 減少 |
| 36 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 37 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 38 | CLX | Clorox Company | — | EXIT | 全売却 |
| 39 | LVMUY | Lvmh Moet Hennessy-unsp Adr | — | EXIT | 全売却 |
| 40 | GWPH | Gw Pharmaceuticals LTD | — | EXIT | 全売却 |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | 全売却 |
| 42 | GH | Guardant Health INC | — | NEW | 新規購入 |
| 43 | CHGG | Chegg INC | — | EXIT | 全売却 |
| 44 | ROKU | Roku INC | — | NEW | 新規購入 |
| 45 | QRVO | Qorvo INC | — | NEW | 新規購入 |
| 46 | SLV | Ishares Silver Trust | — | NEW | 新規購入 |
| 47 | EDU | New Oriental Education & Technology Group Inc. | — | NEW | 新規購入 |
| 48 | CDNS | Cadence Design Sys INC | — | NEW | 新規購入 |
| 49 | ETSY | Etsy INC | — | EXIT | 全売却 |
| 50 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |