CIK: 0001740871
申告総資産額
$2.1億
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 10.81% | — | +0.23% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 10.23% | — | +2.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 9.86% | — | +4.19% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 9.61% | — | +11.77% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 8.18% | — | +10.42% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.56% | — | -14.81% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 5.92% | — | +4.03% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.75% | — | +7.96% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.36% | — | -5.42% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 4.19% | — | +6.09% | |
| 11 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 3.18% | — | +9.33% | |
| 12 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.78% | — | +20.43% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.50% | — | +83.08% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.38% | — | -1.17% | |
| 15 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.55% | — | -2.76% | |
| 16 | FFIN | First Finl Bankshares INC | 株式-金融 | 1.37% | — | — | |
| 17 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.37% | — | — | |
| 18 | HRL | Hormel Foods CORP | 株式-生活必需品 | 1.31% | — | +25.17% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.25% | — | +11.42% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.11% | — | +4.14% | |
| 21 | PPAUSD | Invesco Aerospace & Defense | ETF-その他 | 1.05% | — | -4.74% | |
| 22 | PSI1GBP | Invesco Dynamic Semiconducto | ETF-その他 | 0.99% | — | +0.75% | |
| 23 | HBNC | Horizon Bancorp Inc/in | 株式-その他 | 0.82% | — | — | |
| 24 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.74% | — | — | |
| 25 | ✓ | Powershs Wilderhill Clean Energy | 株式-その他 | 0.73% | — | -14.89% | |
| 26 | ✓ | Powershares Dynamic | 株式-その他 | 0.65% | — | -16.44% | |
| 27 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.39% | — | — | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.36% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | +1.3% | +10.42% | 増加 |
| 2 | BA | Boeing Co/the | +1.3% | +11.77% | 増加 |
| 3 | FNCL | Fidelity Msci Financial Indx | +1% | +83.08% | 増加 |
| 4 | KWEB | Kranesh Csi China Internet | +0.4% | +20.43% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | +6.09% | 増加 |
| 6 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +9.33% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +7.96% | 増加 |
| 8 | HRL | Hormel Foods CORP | +0.1% | +25.17% | 増加 |
| 9 | MOAT | Vaneck Morningstar Wide Moat | 0% | +11.42% | 増加 |
| 10 | HBNC | Horizon Bancorp Inc/in | — | — | 変化なし |
| 11 | BAC | Bank Of America CORP | 0% | +4.14% | 増加 |
| 12 | PSI1GBP | Invesco Dynamic Semiconducto | 0% | +0.75% | 増加 |
| 13 | FFIN | First Finl Bankshares INC | -0.1% | — | 変化なし |
| 14 | V | Visa Inc-class A Shares | -0.1% | +2.01% | 増加 |
| 15 | PPAUSD | Invesco Aerospace & Defense | -0.1% | -4.74% | 減少 |
| 16 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | -0.1% | -2.76% | 減少 |
| 17 | ITB | Ishares U.s. Home Constructi | -0.1% | — | 変化なし |
| 18 | ✓ | Powershs Wilderhill Clean Energy | -0.2% | -14.89% | 減少 |
| 19 | ✓ | Powershares Dynamic | -0.3% | -16.44% | 減少 |
| 20 | DIS | Walt Disney Co/the | -0.4% | -1.17% | 減少 |
| 21 | AAPL | Apple INC | -0.4% | +4.19% | 増加 |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | -0.5% | +0.23% | 増加 |
| 23 | SBUX | Starbucks CORP | -0.5% | -5.42% | 減少 |
| 24 | HD | Home Depot INC | -0.6% | +4.03% | 増加 |
| 25 | META | Meta Platforms Inc-class A | -3% | -14.81% | 減少 |
| 26 | ✓ | Powershares ETF Tr Ii | — | NEW | 新規購入 |
| 27 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 28 | NLYEUR | Annaly Capital Management In | — | NEW | 新規購入 |
| 29 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |