CIK: 0001801097
申告総資産額
$6.7億
| # | 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 | 11.73% | -0.42% | -3.51% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.59% | -0.22% | +0.88% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | -0.20% | +0.07% | |
| 4 | PYPL | Paypal Holdings INC | 株式-金融 | 3.47% | — | +0.19% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.41% | -0.76% | +1.34% | |
| 6 | FFIN | First Finl Bankshares INC | 株式-金融 | 2.90% | — | +254.31% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.89% | -0.53% | +0.90% | |
| 8 | WMB | Williams Cos INC | 株式-エネルギー | 2.84% | +0.50% | -16.87% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.82% | +0.65% | +0.26% | |
| 10 | CRM | Salesforce INC | 株式-IT | 2.73% | -1.17% | +0.75% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.63% | -0.15% | -1.78% | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 2.29% | +0.23% | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | -0.32% | +0.21% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.76% | -0.13% | +0.15% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.41% | — | +0.31% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.41% | -0.05% | +2.31% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.38% | — | +0.00% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 1.29% | +0.22% | — | |
| 19 | XYZ | Block INC | 株式-金融 | 1.18% | — | +10.77% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.17% | +0.15% | +0.99% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.08% | — | +0.16% | |
| 22 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.08% | — | +199.60% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 1.04% | +0.13% | +0.24% | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 1.04% | — | +34.98% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.97% | -0.18% | +0.39% | |
| 26 | NET | Cloudflare INC - Class A | 株式-IT | 0.93% | — | +2.74% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.93% | -0.27% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.91% | -0.07% | +3.76% | |
| 29 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.90% | — | +1.43% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | +0.09% | — | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | -0.01% | -7.50% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | +0.27% | |
| 33 | SPT | Sprout Social INC - Class A | 株式-その他 | 0.80% | — | +3.72% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | -9.44% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | -0.04% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | — | -0.01% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.75% | — | -1.46% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +1.80% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +4.93% | |
| 40 | SHOP | Shopify INC - Class A | 株式-IT | 0.70% | — | +22.78% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.07% | -0.34% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.65% | +0.21% | — | |
| 43 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 0.63% | — | +2.28% | |
| 44 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.59% | — | +52.13% | |
| 45 | RY | Royal Bank Of Canada | 株式-金融 | 0.59% | — | — | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.55% | — | +0.23% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.16% | +2.33% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | +19.10% | |
| 49 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.50% | — | +2.33% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.47% | — | -5.32% |