CIK: 0001743863
申告総資産額
$2.6億
| # | 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 | 14.30% | +0.61% | +0.97% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 12.39% | -2.10% | +1.50% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 9.53% | -1.86% | +7.49% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 6.12% | +0.18% | +5.06% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 5.27% | -0.43% | -6.99% | |
| 6 | ACN | Accenture plc | 株式-IT | 4.01% | -0.12% | +4.23% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.17% | +0.91% | +21.64% | |
| 8 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.83% | — | +83.02% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.39% | -0.19% | -58.03% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.14% | -4.67% | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 2.09% | -0.16% | +12.99% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.05% | -0.05% | +51.68% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.85% | — | -1.08% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.52% | — | -2.74% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | +0.03% | +14.44% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.36% | — | -1.60% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.25% | — | — | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.20% | — | +7.71% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.20% | — | +0.04% | |
| 20 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.16% | +0.41% | -21.16% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.12% | +0.45% | -0.21% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.10% | — | +19.32% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.05% | — | +9.24% | |
| 24 | SPGI | S&p Global INC | 株式-金融 | 0.93% | — | +169.51% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.30% | -3.47% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +5.68% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.79% | — | -0.92% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.46% | +25.09% | |
| 29 | NDAQ | Nasdaq INC | 株式-金融 | 0.75% | — | +69.05% | |
| 30 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.71% | — | +0.63% | |
| 31 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.69% | — | +1.14% | |
| 32 | ROST | Ross Stores INC | 株式-一般消費財 | 0.65% | +0.20% | -3.07% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +54.37% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.54% | — | -2.91% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | -0.48% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +74.65% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.42% | — | +147.44% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | +0.13% | +8.16% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | -6.38% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | -1.92% | +0.65% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | -0.38% | +3883.33% | |
| 42 | TROW | T Rowe Price Group INC | 株式-金融 | 0.37% | — | -11.25% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.36% | — | +6.89% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -11.11% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | — | -2.50% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.30% | — | +2.78% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | — | +0.35% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.28% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.27% | +0.19% | -11.30% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.26% | — | +0.15% |