CIK: 0001729045
申告総資産額
$1.9億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.80% | — | +1.93% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.57% | — | +14.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.74% | -0.02% | -1.81% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.70% | — | +37.27% | |
| 5 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 3.11% | — | -1.11% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.91% | -0.10% | +0.61% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.89% | -0.43% | -2.09% | |
| 8 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 2.64% | -1.59% | -0.60% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | -0.30% | -1.72% | |
| 10 | UTXZ | United Tech CORP | 株式-その他 | 2.47% | — | +1.30% | |
| 11 | LHX | L3harris Technologies INC | 株式-資本財 | 2.46% | — | — | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 2.41% | — | -3.23% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.41% | -0.32% | +1.50% | |
| 14 | ADBE | Adobe INC | 株式-IT | 2.40% | — | -0.62% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.32% | -0.86% | +2.02% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 2.29% | -0.27% | -2.76% | |
| 17 | KSUEUR | Kansas City Southern | 株式-その他 | 2.21% | — | -2.34% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.18% | — | +1.39% | |
| 19 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 2.16% | — | +1.51% | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.11% | — | -1.69% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 2.08% | — | +1.97% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.94% | — | -20.92% | |
| 23 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.93% | — | -0.76% | |
| 24 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 株式-その他 | 1.90% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.85% | — | +5.85% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.98% | +4062.97% | |
| 27 | ESLT | Elbit Systems Ltd. | 株式-資本財 | 1.73% | — | +1.19% | |
| 28 | LRLCY | L'oreal-unsponsored Adr | 株式-その他 | 1.73% | — | +2.49% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.68% | — | -21.21% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.62% | -0.21% | — | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 1.58% | — | +5.64% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.40% | — | -2.15% | |
| 33 | XLNXEUR | Xilinx INC | 株式-その他 | 1.38% | — | — | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.35% | -0.30% | +52.81% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | -1.93% | |
| 36 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.06% | — | -49.16% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.03% | — | -7.39% | |
| 38 | DAL | Delta Air Lines INC | 株式-資本財 | 1.01% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.23% | +1.61% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.97% | -0.17% | +0.32% | |
| 41 | IACIEUR | Iac/interactivecorp | 株式-その他 | 0.93% | — | +1.93% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.87% | — | -8.04% | |
| 43 | PRLB | Proto Labs INC | 株式-その他 | 0.87% | — | +3.17% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.87% | — | +2.37% | |
| 45 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.84% | -0.24% | +10.92% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.82% | — | -2.53% | |
| 47 | AXON | Axon Enterprise INC | 株式-資本財 | 0.79% | — | -0.45% | |
| 48 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.77% | — | — | |
| 49 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.68% | — | -70.93% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | -0.08% | +4.12% |