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 | 23.40% | -0.87% | -1.56% | |
| 2 | GNR | State Street Spdr S&p Global | ETF-その他 | 6.77% | -1.66% | EXIT | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.73% | -0.15% | +0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.96% | -0.62% | +2.55% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -0.73% | -2.55% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.45% | -0.86% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.76% | -0.27% | +693.94% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.22% | — | +258.38% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.20% | -0.11% | -1.14% | |
| 10 | EAGL | Eagle Capital Select Eqty | ETF-その他 | 2.02% | +0.73% | — | |
| 11 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.72% | — | -5.12% | |
| 12 | ANETEUR | Arista Networks INC | 株式-その他 | 1.56% | — | -1.28% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.51% | -0.09% | +26.59% | |
| 14 | COP | Conocophillips | 株式-エネルギー | 1.43% | +0.14% | +12.54% | |
| 15 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.25% | -0.17% | +3.06% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | +0.35% | +0.94% | |
| 17 | ICE | Intercontinental Exchange In | 株式-金融 | 1.22% | — | +2.81% | |
| 18 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.22% | -0.26% | +3.16% | |
| 19 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 1.19% | -0.14% | — | |
| 20 | PAYC | Paycom Software INC | 株式-IT | 1.12% | -0.13% | +16.20% | |
| 21 | FISV | Fiserv INC | 株式-その他 | 1.11% | — | -3.73% | |
| 22 | DE | Deere & Co | 株式-資本財 | 1.11% | -0.27% | +3453.31% | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 1.09% | -0.25% | -12.47% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.05% | — | +2.17% | |
| 25 | INTU | Intuit INC | 株式-IT | 0.90% | -0.30% | -6.42% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | — | -1.70% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.82% | — | +62.58% | |
| 28 | PSX | Phillips 66 | 株式-エネルギー | 0.77% | — | +7.74% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.08% | -20.90% | |
| 30 | ASML | ASML Holding N.V. | 株式-IT | 0.70% | — | -18.48% | |
| 31 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.70% | — | +3.33% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.70% | — | — | |
| 33 | CNC | Centene CORP | 株式-ヘルスケア | 0.60% | -0.12% | — | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +0.08% | |
| 35 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.57% | — | +543.40% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -1.06% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.57% | — | +19.89% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | — | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.53% | — | +0.29% | |
| 40 | UBER | Uber Technologies INC | 株式-資本財 | 0.51% | -0.19% | +16.61% | |
| 41 | ADSK | Autodesk INC | 株式-IT | 0.49% | — | -6.70% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -4.43% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +0.51% | |
| 44 | LAD | Lithia Motors INC | 株式-一般消費財 | 0.46% | -0.14% | -9.61% | |
| 45 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.46% | — | +0.88% | |
| 46 | BC | Brunswick CORP | 株式-一般消費財 | 0.44% | — | +3.33% | |
| 47 | AIG | American International Group | 株式-金融 | 0.41% | — | +1.72% | |
| 48 | FTNT | Fortinet INC | 株式-IT | 0.40% | — | +0.68% | |
| 49 | ENTG | Entegris INC | 株式-IT | 0.40% | +0.13% | NEW | |
| 50 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.39% | — | +39.65% |