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 | 8.85% | — | -0.09% | |
| 2 | ANETEUR | Arista Networks INC | 株式-その他 | 3.57% | — | -0.73% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.18% | — | -0.75% | |
| 4 | AMAT | Applied Materials INC | 株式-IT | 3.15% | — | -0.52% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.02% | — | -2.81% | |
| 6 | ADBE | Adobe INC | 株式-IT | 2.99% | — | -0.47% | |
| 7 | DE | Deere & Co | 株式-資本財 | 2.96% | — | +0.18% | |
| 8 | LRCXEUR | Lam Research CORP | 株式-IT | 2.85% | — | -0.51% | |
| 9 | FICO | Fair Isaac CORP | 株式-IT | 2.64% | — | -0.76% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.45% | — | -0.30% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.43% | — | +0.36% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.35% | — | -1.79% | |
| 13 | SNA | Snap-on INC | 株式-資本財 | 2.27% | — | +0.26% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.24% | — | +0.12% | |
| 15 | PAYX | Paychex INC | 株式-IT | 1.99% | — | +0.25% | |
| 16 | GNTX | Gentex CORP | 株式-一般消費財 | 1.89% | — | +0.01% | |
| 17 | QLYS | Qualys INC | 株式-IT | 1.87% | — | -0.08% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | — | +0.53% | |
| 19 | EBAY | Ebay INC | 株式-一般消費財 | 1.81% | — | +1.78% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.80% | — | -0.21% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.79% | — | +0.41% | |
| 22 | SEIC | Sei Investments Company | 株式-金融 | 1.75% | — | +0.32% | |
| 23 | CNS | Cohen & Steers INC | 株式-その他 | 1.72% | — | +0.93% | |
| 24 | TROW | T Rowe Price Group INC | 株式-金融 | 1.72% | — | +1.29% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.68% | — | -0.17% | |
| 26 | SPGI | S&p Global INC | 株式-金融 | 1.64% | — | +0.11% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.63% | — | +1.50% | |
| 28 | MCO | Moody's CORP | 株式-金融 | 1.51% | — | +0.23% | |
| 29 | GGG | Graco INC | 株式-資本財 | 1.51% | — | -0.04% | |
| 30 | EA | Electronic Arts INC | 株式-通信サービス | 1.38% | — | +1.46% | |
| 31 | AWI | Armstrong World Industries | 株式-資本財 | 1.35% | — | +0.88% | |
| 32 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.27% | — | +0.19% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -0.17% | |
| 34 | KLAC | Kla CORP | 株式-IT | 0.83% | — | -0.29% | |
| 35 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.81% | — | -1.54% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | — | |
| 37 | BN | Brookfield CORP | 株式-金融 | 0.76% | — | -1.29% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | -0.39% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | — | -2.26% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +1.57% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | — | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | — | -0.08% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.58% | — | — | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | — | — | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | — | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.53% | — | — | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.52% | — | — | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.51% | — | +5.98% | |
| 50 | NOW | Servicenow INC | 株式-IT | 0.50% | — | -0.29% |