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 | 22.09% | -0.87% | +9.07% | |
| 2 | EAGL | Eagle Capital Select Eqty | ETF-その他 | 4.51% | +0.73% | +74.82% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.59% | -0.15% | +0.29% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.19% | -1.66% | EXIT | |
| 5 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-その他 | 3.12% | +2.62% | +206.86% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.90% | -0.62% | +7.65% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.73% | -0.45% | +13.66% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.71% | -0.27% | +27.64% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.73% | +10.41% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.96% | -0.09% | +15.91% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.83% | -0.11% | -2.30% | |
| 12 | COP | Conocophillips | 株式-エネルギー | 1.62% | +0.14% | +116.97% | |
| 13 | ANET | Arista Networks INC | 株式-IT | 1.60% | — | +31.57% | |
| 14 | DE | Deere & Co | 株式-資本財 | 1.30% | -0.27% | -2.76% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.35% | +22.91% | |
| 16 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.29% | — | +9.17% | |
| 17 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.28% | -0.26% | +16.07% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.26% | — | +7.37% | |
| 19 | PSX | Phillips 66 | 株式-エネルギー | 1.25% | — | +219.40% | |
| 20 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 1.19% | -0.14% | -0.11% | |
| 21 | COF | Capital One Financial CORP | 株式-金融 | 1.13% | -0.25% | -2.57% | |
| 22 | INTU | Intuit INC | 株式-IT | 1.11% | -0.30% | +67.91% | |
| 23 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 1.09% | — | +55.53% | |
| 24 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.99% | — | +106.82% | |
| 25 | ICE | Intercontinental Exchange In | 株式-金融 | 0.97% | — | -14.73% | |
| 26 | PAYC | Paycom Software INC | 株式-IT | 0.96% | -0.13% | -28.32% | |
| 27 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.94% | -0.17% | -6.46% | |
| 28 | FTNT | Fortinet INC | 株式-IT | 0.88% | — | +17.41% | |
| 29 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.86% | — | +4.67% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.83% | — | -31.37% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.08% | -2.08% | |
| 32 | EFX | Equifax INC | 株式-資本財 | 0.79% | -0.10% | +95.20% | |
| 33 | CNC | Centene CORP | 株式-ヘルスケア | 0.72% | -0.12% | +5.74% | |
| 34 | UBER | Uber Technologies INC | 株式-資本財 | 0.65% | -0.19% | +16.53% | |
| 35 | LAD | Lithia Motors INC | 株式-一般消費財 | 0.63% | -0.14% | +13.37% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.61% | — | -64.59% | |
| 37 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.60% | -0.42% | +7.61% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | -0.33% | +19.14% | |
| 39 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.56% | — | -11.76% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.52% | — | +16.93% | |
| 41 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.50% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | +0.43% | |
| 43 | AIG | American International Group | 株式-金融 | 0.47% | — | +7.58% | |
| 44 | DT | Dynatrace INC | 株式-IT | 0.46% | — | +17.34% | |
| 45 | ADSK | Autodesk INC | 株式-IT | 0.45% | — | -0.10% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | -21.48% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.45% | — | +17.55% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +4.16% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | — | -21.44% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +17.28% |