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 | 5.38% | -0.26% | +6.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.36% | -0.20% | +1.12% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.90% | -0.78% | -5.35% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.61% | -0.75% | +1.07% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.20% | -0.19% | +3.11% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.15% | — | -0.63% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.13% | — | +7.36% | |
| 8 | LOGI | Logitech International S.A. | 株式-IT | 2.71% | — | -3.37% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.46% | — | +2.34% | |
| 10 | RMD | Resmed INC | 株式-ヘルスケア | 2.43% | — | +1.97% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.41% | -0.20% | +3.19% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.36% | — | +2.35% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 2.34% | — | +6.95% | |
| 14 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.28% | — | +3.26% | |
| 15 | ROST | Ross Stores INC | 株式-一般消費財 | 2.25% | — | +3.12% | |
| 16 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 2.17% | — | +2.88% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.15% | — | +3.68% | |
| 18 | SEDG | Solaredge Technologies INC | 株式-IT | 2.14% | — | -0.61% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.09% | — | +1.52% | |
| 20 | MUSA | Murphy USA INC | 株式-一般消費財 | 2.06% | +0.74% | — | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 2.02% | — | +17.42% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.81% | -0.23% | -5.88% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.75% | — | +10.88% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.72% | — | +5.54% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | +11.16% | |
| 26 | CPT | Camden Property Trust | 株式-不動産 | 1.71% | — | +6.70% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 1.53% | — | +1.09% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.53% | — | -0.17% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.52% | — | -44.87% | |
| 30 | DOW | Dow INC | 株式-素材 | 1.51% | — | — | |
| 31 | TRMB | Trimble INC | 株式-IT | 1.41% | -0.10% | +5.81% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.36% | -0.12% | +5.67% | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 1.34% | -0.25% | +6.72% | |
| 34 | SIVBEUR | Svb Financial Group | 株式-その他 | 1.29% | — | +6.00% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.10% | +6.07% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 1.17% | +0.23% | +4.40% | |
| 37 | BR | Broadridge Financial Solutio | 株式-IT | 1.09% | -0.15% | -3.36% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | +0.79% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.07% | — | — | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.99% | — | +13.75% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.97% | — | -0.63% | |
| 42 | MUR | Murphy Oil CORP | 株式-エネルギー | 0.93% | +0.30% | — | |
| 43 | HO1 | Hologic INC | 株式-その他 | 0.84% | — | +9.41% | |
| 44 | CB | Chubb Limited | 株式-金融 | 0.83% | — | -5.45% | |
| 45 | VMI | Valmont Industries | 株式-資本財 | 0.81% | — | -7.98% | |
| 46 | HTGC | Hercules Capital INC | 株式-金融 | 0.72% | — | +1.49% | |
| 47 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.63% | — | +4.99% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | -0.13% | -16.51% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.36% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.36% | — | +342.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | +0.3% | +17.42% | 増加 |
| 2 | KO | Coca-cola Co/the | +0.3% | +342.60% | 増加 |
| 3 | LOW | Lowe's Cos INC | +0.3% | -0.63% | 減少 |
| 4 | SIVBEUR | Svb Financial Group | +0.3% | +6.00% | 増加 |
| 5 | MUR | Murphy Oil CORP | +0.2% | — | 変化なし |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.12% | 増加 |
| 7 | TRMB | Trimble INC | +0.2% | +5.81% | 増加 |
| 8 | UNP | Union Pacific CORP | +0.2% | +7.36% | 増加 |
| 9 | CPT | Camden Property Trust | +0.1% | +6.70% | 増加 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +73.77% | 増加 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +10.88% | 増加 |
| 12 | VMI | Valmont Industries | +0.1% | -7.98% | 減少 |
| 13 | INTC | Intel CORP | +0.1% | +131.29% | 増加 |
| 14 | HD | Home Depot INC | +0.1% | +45.70% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +57.52% | 増加 |
| 16 | MUSA | Murphy USA INC | +0.1% | — | 変化なし |
| 17 | UNH | Unitedhealth Group INC | 0% | +3.68% | 増加 |
| 18 | HTGC | Hercules Capital INC | 0% | +1.49% | 増加 |
| 19 | JNJ | Johnson & Johnson | 0% | +6.07% | 増加 |
| 20 | HO1 | Hologic INC | 0% | +9.41% | 増加 |
| 21 | HON | Honeywell International INC | 0% | +6.95% | 増加 |
| 22 | VXF | Vanguard Extended Market ETF | 0% | -0.17% | 減少 |
| 23 | MSFT | Microsoft CORP | 0% | +1.07% | 増加 |
| 24 | BLKCHF | Blackrock INC | 0% | +1.09% | 増加 |
| 25 | MRK | Merck & Co. INC. | -0.1% | +11.16% | 増加 |
| 26 | DIS | Walt Disney Co/the | -0.1% | +2.34% | 増加 |
| 27 | LOGI | Logitech International S.A. | -0.1% | -3.37% | 減少 |
| 28 | NKE | Nike INC -cl B | -0.3% | +2.35% | 増加 |
| 29 | RMD | Resmed INC | -0.4% | +1.97% | 増加 |
| 30 | SEDG | Solaredge Technologies INC | -0.4% | -0.61% | 減少 |
| 31 | AAPL | Apple INC | -0.6% | +6.59% | 増加 |
| 32 | NVDA | Nvidia CORP | -0.6% | -5.35% | 減少 |
| 33 | CL | Colgate-palmolive Co | -0.9% | -85.52% | 減少 |
| 34 | TXN | Texas Instruments INC | -1.1% | -44.87% | 減少 |
| 35 | DOW | Dow INC | — | NEW | 新規購入 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 37 | IAA-WUSD | Iaa INC | — | EXIT | 全売却 |
| 38 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 39 | BX | Blackstone INC | — | NEW | 新規購入 |
| 40 | MMM | 3m Co | — | NEW | 新規購入 |
| 41 | MCD | Mcdonald's CORP | — | NEW | 新規購入 |
| 42 | CVX | Chevron CORP | — | NEW | 新規購入 |
| 43 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |
| 44 | T | At&t INC | — | NEW | 新規購入 |
| 45 | SO | Southern Co/the | — | NEW | 新規購入 |
| 46 | QCOM | Qualcomm INC | — | NEW | 新規購入 |
| 47 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 48 | MDY | State Street Spdr S&p Midcap | — | NEW | 新規購入 |
| 49 | TSLX | Sixth Street Specialty Lendi | — | NEW | 新規購入 |
| 50 | DISCAUSD | Discovery INC - A | — | NEW | 新規購入 |