CIK: 0001639375
申告総資産額
$9.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 26.61% | -0.87% | -4.20% | |
| 2 | GNR | State Street Spdr S&p Global | ETF-その他 | 5.70% | -1.66% | EXIT | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.97% | -0.15% | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.25% | -0.45% | +15.43% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.73% | +9.72% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.02% | -0.62% | +8.44% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.83% | -0.11% | — | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | +0.35% | — | |
| 9 | FISV | Fiserv INC | 株式-その他 | 1.37% | — | +9.55% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 1.36% | +0.14% | +188.00% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.27% | +49.95% | |
| 12 | COF | Capital One Financial CORP | 株式-金融 | 1.21% | -0.25% | +31.55% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | — | -4.33% | |
| 14 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.19% | — | +73.13% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.08% | +8.04% | |
| 16 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.11% | -0.17% | +40.16% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.04% | — | +3.75% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | — | +90.64% | |
| 19 | ICE | Intercontinental Exchange In | 株式-金融 | 0.91% | — | +27.65% | |
| 20 | INTU | Intuit INC | 株式-IT | 0.91% | -0.30% | +10.28% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.89% | — | -20.58% | |
| 22 | ACN | Accenture plc | 株式-IT | 0.87% | — | +12.35% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | — | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.84% | — | -7.13% | |
| 25 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.80% | — | +57.80% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | +28.41% | |
| 27 | ADSK | Autodesk INC | 株式-IT | 0.78% | — | +11.16% | |
| 28 | ASML | ASML Holding N.V. | 株式-IT | 0.76% | — | +3.92% | |
| 29 | KKR | Kkr & Co INC | 株式-金融 | 0.76% | — | +40.36% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.74% | +0.17% | -14.84% | |
| 31 | ANETEUR | Arista Networks INC | 株式-その他 | 0.73% | — | +82.77% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.70% | — | — | |
| 33 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.66% | — | +25.43% | |
| 34 | SEDG | Solaredge Technologies INC | 株式-IT | 0.64% | — | +35.66% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.64% | — | +3.46% | |
| 36 | EPAM | Epam Systems INC | 株式-IT | 0.62% | — | +9.23% | |
| 37 | MCO | Moody's CORP | 株式-金融 | 0.59% | — | +15.83% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -4.43% | |
| 40 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.56% | — | -16.43% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.09% | +3.98% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | — | |
| 44 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.50% | — | -15.45% | |
| 45 | AIG | American International Group | 株式-金融 | 0.48% | — | +19.08% | |
| 46 | GE | General Electric | 株式-資本財 | 0.45% | -0.11% | +22.84% | |
| 47 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.45% | — | +9.09% | |
| 48 | LEA | Lear CORP | 株式-一般消費財 | 0.44% | — | +15.80% | |
| 49 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.44% | — | +13.66% | |
| 50 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.42% | — | +15.92% |