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 | AAPL | Apple INC | 株式-IT | 11.94% | — | +7.02% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 10.99% | — | +2.80% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.29% | — | +0.97% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 9.83% | — | +9.36% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 9.66% | — | +2.92% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 5.54% | — | +1.22% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.49% | — | +1.67% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 5.08% | — | +9.08% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.04% | — | +7.11% | |
| 10 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 3.63% | — | -0.36% | |
| 11 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.70% | — | -16.90% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.31% | — | +4.40% | |
| 13 | HEI | Heico CORP | 株式-資本財 | 2.23% | — | +65.42% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.59% | — | — | |
| 15 | FFIN | First Finl Bankshares INC | 株式-金融 | 1.44% | — | — | |
| 16 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.34% | — | +0.61% | |
| 17 | HRL | Hormel Foods CORP | 株式-生活必需品 | 1.26% | — | +1.21% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.20% | — | +4.35% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.10% | — | -2.47% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.05% | — | +12.80% | |
| 21 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.98% | — | +0.11% | |
| 22 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.98% | — | — | |
| 23 | PSI | Invesco Semiconductors ETF | ETF-その他 | 0.75% | — | -6.07% | |
| 24 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.72% | — | +19.95% | |
| 25 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.67% | — | -60.64% | |
| 26 | HBNC | Horizon Bancorp Inc/in | 株式-その他 | 0.67% | — | — | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +0.12% | |
| 28 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.50% | — | — | |
| 29 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.38% | — | +15.88% |