CIK: 0001763404
申告総資産額
$2.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.36% | -2.01% | +3.39% | |
| 2 | DHR | Danaher CORP | 株式-ヘルスケア | 9.20% | -0.89% | +2.23% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.05% | -1.15% | +2.46% | |
| 4 | PAYC | Paycom Software INC | 株式-IT | 7.08% | -0.14% | +2.35% | |
| 5 | TSCO | Tractor Supply Company | 株式-一般消費財 | 6.77% | -0.55% | +3.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.02% | -1.00% | +3.78% | |
| 7 | KEYS | Keysight Technologies In | 株式-IT | 5.85% | — | +2.42% | |
| 8 | TOL | Toll Brothers INC | 株式-一般消費財 | 4.92% | -0.04% | +0.00% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.31% | -0.42% | -0.00% | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 4.06% | -0.05% | +0.67% | |
| 11 | DXCM | Dexcom INC | 株式-ヘルスケア | 3.86% | — | +4.20% | |
| 12 | PODD | Insulet CORP | 株式-ヘルスケア | 3.27% | — | +6.34% | |
| 13 | COP | Conocophillips | 株式-エネルギー | 2.14% | — | -0.64% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.14% | — | -0.84% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 1.89% | -0.12% | EXIT | |
| 16 | O | Realty Income CORP | 株式-不動産 | 1.74% | — | +0.95% | |
| 17 | MTCH | Match Group INC | 株式-通信サービス | 1.73% | — | +4.59% | |
| 18 | TFX | Teleflex INC | 株式-ヘルスケア | 1.53% | — | +4.07% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.35% | — | -1.06% | |
| 20 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.15% | +0.81% | +1.20% | |
| 21 | EOG | Eog Resources INC | 株式-エネルギー | 1.14% | — | -6.94% | |
| 22 | AMAT | Applied Materials INC | 株式-IT | 0.72% | +0.42% | — | |
| 23 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.69% | +0.13% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +0.08% | |
| 25 | DOCN | Digitalocean Holdings INC | 株式-IT | 0.63% | — | — | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.61% | — | — | |
| 27 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.56% | — | +18.58% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.22% | -1.92% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | +0.07% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +17.68% | |
| 31 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.36% | — | -8.82% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -1.52% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | +0.13% | NEW | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.13% | NEW | |
| 36 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.25% | +0.29% | NEW | |
| 37 | FSLR | First Solar INC | 株式-IT | 0.25% | -0.04% | — | |
| 38 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.24% | — | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.22% | — | — | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.21% | — | +56.00% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.18% | — | — | |
| 42 | MDB | Mongodb INC | 株式-IT | 0.17% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.17% | +0.14% | NEW | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.16% | -0.11% | EXIT | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.14% | — | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.14% | — | — | |
| 47 | MAIN | Main Street Capital CORP | 株式-金融 | 0.14% | — | — | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.13% | — | — | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.13% | — | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.13% | — | — |