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 | 4.49% | — | +12.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.53% | -0.02% | +3.91% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.52% | — | +10.23% | |
| 4 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 3.36% | — | +1.45% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.20% | -0.86% | +1.76% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 3.01% | -0.10% | +3.09% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.93% | -0.30% | +1.96% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.88% | — | +3.81% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.64% | -0.43% | +0.48% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.98% | +13.81% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.52% | -0.32% | +5.85% | |
| 12 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 2.42% | -1.59% | +0.36% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.37% | — | -6.55% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.34% | — | +6.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.31% | -0.27% | +1.74% | |
| 16 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 2.30% | — | +5.74% | |
| 17 | LHX | L3harris Technologies INC | 株式-資本財 | 2.28% | — | +9.37% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 2.24% | — | +1.28% | |
| 19 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.22% | — | +1.20% | |
| 20 | KSUEUR | Kansas City Southern | 株式-その他 | 2.13% | — | -0.86% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 2.08% | — | +9.55% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.04% | — | +0.98% | |
| 23 | LDOS | Leidos Holdings INC | 株式-IT | 2.03% | — | +16.76% | |
| 24 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 株式-その他 | 1.86% | — | +2.08% | |
| 25 | LRLCY | L'oreal-unsponsored Adr | 株式-その他 | 1.86% | — | +3.42% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | -0.21% | -1.50% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.73% | — | +32908.33% | |
| 28 | ESLT | Elbit Systems Ltd. | 株式-資本財 | 1.67% | — | +5.36% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.56% | -0.17% | -4.43% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.55% | — | +10.39% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.52% | +0.62% | +88.72% | |
| 32 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.44% | -0.30% | +4.31% | |
| 33 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.42% | — | +19.54% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.42% | — | -63.73% | |
| 35 | HESAY | Hermes Intl-unsponsored Adr | 株式-その他 | 1.41% | — | +941.93% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 1.40% | +0.23% | +916.42% | |
| 37 | AXON | Axon Enterprise INC | 株式-資本財 | 1.29% | — | +34.52% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | -1.09% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.15% | — | -3.81% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.23% | +2.83% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | -0.13% | — | |
| 42 | SHOP | Shopify INC - Class A | 株式-IT | 1.02% | — | — | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.90% | — | +3013.33% | |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.90% | — | +20.72% | |
| 45 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.85% | — | — | |
| 46 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.77% | -0.24% | +2.77% | |
| 47 | HXL | Hexcel CORP | 株式-資本財 | 0.76% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | -10.41% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | -0.08% | +15.14% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.67% | — | -4.26% |