CIK: 0001727762
申告総資産額
$2.5億
| # | 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 | 7.12% | — | -3.09% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 4.03% | — | +14.46% | |
| 3 | AMAT | Applied Materials INC | 株式-IT | 2.75% | — | -0.04% | |
| 4 | ANETEUR | Arista Networks INC | 株式-その他 | 2.50% | — | +294.71% | |
| 5 | LRCXEUR | Lam Research CORP | 株式-IT | 2.43% | — | +3.09% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.09% | — | -3.67% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.08% | — | +133.70% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.00% | — | +7.59% | |
| 9 | ALB | Albemarle CORP | 株式-素材 | 1.99% | — | — | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.94% | — | +6.49% | |
| 11 | DE | Deere & Co | 株式-資本財 | 1.90% | — | -2.13% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.72% | — | -0.01% | |
| 13 | EBAY | Ebay INC | 株式-一般消費財 | 1.71% | — | +1.79% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.68% | — | +0.01% | |
| 15 | PAYX | Paychex INC | 株式-IT | 1.68% | — | +0.11% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | — | +2.06% | |
| 17 | TROW | T Rowe Price Group INC | 株式-金融 | 1.63% | — | +2.37% | |
| 18 | SPGI | S&p Global INC | 株式-金融 | 1.62% | — | +2.22% | |
| 19 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.56% | — | +0.76% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.50% | — | +4.18% | |
| 21 | AWI | Armstrong World Industries | 株式-資本財 | 1.49% | — | +1.81% | |
| 22 | GNTX | Gentex CORP | 株式-一般消費財 | 1.42% | — | +5.42% | |
| 23 | MCO | Moody's CORP | 株式-金融 | 1.39% | — | +0.60% | |
| 24 | CNS | Cohen & Steers INC | 株式-その他 | 1.37% | — | -2.71% | |
| 25 | ADBE | Adobe INC | 株式-IT | 1.37% | — | -0.46% | |
| 26 | QLYS | Qualys INC | 株式-IT | 1.36% | — | +823.67% | |
| 27 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.35% | — | +3.31% | |
| 28 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.35% | — | +1063.80% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 1.34% | — | -1.49% | |
| 30 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.34% | — | — | |
| 31 | SNA | Snap-on INC | 株式-資本財 | 1.30% | — | +7.06% | |
| 32 | INTC | Intel CORP | 株式-IT | 1.29% | — | +6.21% | |
| 33 | SEIC | Sei Investments Company | 株式-金融 | 1.25% | — | +8.16% | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 1.22% | — | +6.45% | |
| 35 | GGG | Graco INC | 株式-資本財 | 1.22% | — | +3.14% | |
| 36 | TER | Teradyne INC | 株式-IT | 1.21% | — | -5.97% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 1.14% | — | -3.03% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 1.13% | — | +388.85% | |
| 39 | EA | Electronic Arts INC | 株式-通信サービス | 1.04% | — | +3.68% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +16.90% | |
| 41 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.90% | — | +49.97% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | — | -3.25% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.80% | — | +11.59% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.79% | — | +11.00% | |
| 45 | KEYS | Keysight Technologies In | 株式-IT | 0.78% | — | -3.09% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.77% | — | -0.25% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.74% | — | -0.84% | |
| 48 | CTXSEUR | Citrix Systems INC | 株式-その他 | 0.72% | — | -12.13% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +2.58% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | -3.72% |