CIK: 0001719739
申告総資産額
$6.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.74% | -0.26% | +0.43% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.10% | -0.20% | +1.06% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.43% | -0.75% | +0.77% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 3.07% | — | +2.29% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | -0.19% | +2.23% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.73% | -0.20% | +1.07% | |
| 7 | TXN | Texas Instruments INC | 株式-IT | 2.68% | — | +3.19% | |
| 8 | ROST | Ross Stores INC | 株式-一般消費財 | 2.68% | — | +1.29% | |
| 9 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.57% | — | +2.24% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.52% | -0.78% | +3.72% | |
| 11 | RMD | Resmed INC | 株式-ヘルスケア | 2.51% | — | +2.75% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.38% | — | +4.35% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.36% | — | +2.39% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.35% | -0.23% | — | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 2.26% | — | +2.73% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.25% | — | +5.10% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.24% | — | +1.72% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 2.17% | — | +5.37% | |
| 19 | MUR | Murphy Oil CORP | 株式-エネルギー | 2.00% | +0.30% | — | |
| 20 | CPT | Camden Property Trust | 株式-不動産 | 2.00% | — | +5.25% | |
| 21 | MUSA | Murphy USA INC | 株式-一般消費財 | 1.95% | +0.74% | — | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.93% | — | +1.78% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.82% | — | — | |
| 24 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.61% | — | +8.55% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | +512.42% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.55% | — | +5.01% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | — | +5.27% | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.46% | — | +8.74% | |
| 29 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.43% | — | +8.18% | |
| 30 | ADBE | Adobe INC | 株式-IT | 1.41% | — | -0.04% | |
| 31 | CB | Chubb Limited | 株式-金融 | 1.33% | — | +4.81% | |
| 32 | EOG | Eog Resources INC | 株式-エネルギー | 1.31% | — | +7.71% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.28% | +0.23% | +4.99% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.10% | +6.12% | |
| 35 | XHC | Heritage Commerce CORP | 株式-その他 | 1.26% | — | +4.58% | |
| 36 | BR | Broadridge Financial Solutio | 株式-IT | 1.26% | -0.15% | +3.65% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | -0.13% | +34.30% | |
| 38 | ABCB | Ameris Bancorp | 株式-金融 | 1.20% | — | +4.43% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | -0.12% | +0.31% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.18% | — | +6.95% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.98% | -0.25% | +3.95% | |
| 42 | SEDG | Solaredge Technologies INC | 株式-IT | 0.93% | — | — | |
| 43 | VMI | Valmont Industries | 株式-資本財 | 0.90% | — | — | |
| 44 | TRMB | Trimble INC | 株式-IT | 0.84% | -0.10% | +2.40% | |
| 45 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.63% | — | — | |
| 46 | IAA-WUSD | Iaa INC | 株式-その他 | 0.60% | — | +54.20% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.57% | — | — | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.48% | — | — | |
| 49 | MCHP | Microchip Technology INC | 株式-IT | 0.45% | — | -9.05% | |
| 50 | ✓ | Bancorpsouth INC | 株式-その他 | 0.42% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.3% | +512.42% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | +0.43% | 増加 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.30% | 増加 |
| 4 | TXN | Texas Instruments INC | +0.3% | +3.19% | 増加 |
| 5 | NKE | Nike INC -cl B | +0.2% | +4.35% | 増加 |
| 6 | ATVIEUR | Activision Blizzard INC | +0.2% | +8.55% | 増加 |
| 7 | IAA-WUSD | Iaa INC | +0.2% | +54.20% | 増加 |
| 8 | RMD | Resmed INC | +0.2% | +2.75% | 増加 |
| 9 | LOW | Lowe's Cos INC | +0.2% | +5.10% | 増加 |
| 10 | ROST | Ross Stores INC | +0.2% | +1.29% | 増加 |
| 11 | ZTS | Zoetis INC | +0.2% | +2.24% | 増加 |
| 12 | NEE | Nextera Energy INC | +0.2% | +4.99% | 増加 |
| 13 | CPT | Camden Property Trust | +0.1% | +5.25% | 増加 |
| 14 | NVDA | Nvidia CORP | +0.1% | +3.72% | 増加 |
| 15 | CB | Chubb Limited | +0.1% | +4.81% | 増加 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +2.39% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | +5.37% | 増加 |
| 18 | PEP | Pepsico INC | +0.1% | +5.27% | 増加 |
| 19 | CL | Colgate-palmolive Co | +0.1% | +6.95% | 増加 |
| 20 | AMGN | Amgen INC | 0% | +1.78% | 増加 |
| 21 | VMI | Valmont Industries | 0% | — | 変化なし |
| 22 | ABCB | Ameris Bancorp | 0% | +4.43% | 増加 |
| 23 | HD | Home Depot INC | 0% | — | 変化なし |
| 24 | MSFT | Microsoft CORP | 0% | +0.77% | 増加 |
| 25 | PANW | Palo Alto Networks INC | 0% | +3.95% | 増加 |
| 26 | 6D8 | Dupont De Nemours INC | 0% | +8.18% | 増加 |
| 27 | MRK | Merck & Co. INC. | -0.1% | +1.72% | 増加 |
| 28 | MUSA | Murphy USA INC | -0.1% | — | 変化なし |
| 29 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | +8.74% | 増加 |
| 30 | VXF | Vanguard Extended Market ETF | -0.1% | — | 変化なし |
| 31 | TRMB | Trimble INC | -0.2% | +2.40% | 増加 |
| 32 | ADBE | Adobe INC | -0.2% | -0.04% | 減少 |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | 変化なし |
| 34 | UNH | Unitedhealth Group INC | -0.2% | +5.01% | 増加 |
| 35 | UNP | Union Pacific CORP | -0.2% | +2.29% | 増加 |
| 36 | EOG | Eog Resources INC | -0.3% | +7.71% | 増加 |
| 37 | AMZN | Amazon.com INC | -0.3% | +2.23% | 増加 |
| 38 | MUR | Murphy Oil CORP | -0.3% | — | 変化なし |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +1.06% | 増加 |
| 40 | ABBV | Abbvie INC | -1.7% | -91.04% | 減少 |
| 41 | IBTXUSD | Independent Bank Group INC | — | EXIT | 全売却 |
| 42 | SEDG | Solaredge Technologies INC | — | NEW | 新規購入 |
| 43 | SIVBEUR | Svb Financial Group | — | EXIT | 全売却 |
| 44 | ARE | Alexandria Real Estate Equit | — | NEW | 新規購入 |
| 45 | IWB | Ishares Russell 1000 ETF | — | NEW | 新規購入 |
| 46 | SH1USD | Proshares Short S&p500 | — | NEW | 新規購入 |
| 47 | FRCB | First Republic Bank/ca | — | EXIT | 全売却 |
| 48 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 49 | PFE | Pfizer INC | — | EXIT | 全売却 |
| 50 | CTLEUR | Centurylink INC | — | NEW | 新規購入 |