CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 516 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 4.70% | +0.84% | -20.17% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.23% | +2.24% | |
| 3 | T | At&t INC | 股票-通信服务 | 1.91% | — | -0.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | +1.35% | -47.88% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | — | +0.40% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.50% | -0.17% | -2.05% | |
| 7 | VZ | Verizon Communications INC | 股票-通信服务 | 1.34% | — | -0.44% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.33% | +0.64% | -58.43% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | — | -0.44% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.25% | — | -0.71% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.14% | — | -1.66% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.14% | -2.88% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | -0.18% | +2.27% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.97% | — | -4.69% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 0.94% | — | -16.02% | |
| 16 | SFST | Southern First Bancshares | 股票-其他 | 0.91% | — | +129.48% | |
| 17 | BA | Boeing Co/the | 股票-工业 | 0.86% | — | +2.07% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.84% | — | +7.02% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.83% | — | +1.51% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | — | -10.07% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.80% | — | +7.13% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.77% | -0.93% | -11.20% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.77% | — | -13.30% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | — | -0.14% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 0.74% | — | +1.07% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -6.51% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | -4.84% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.69% | -0.13% | +0.32% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | — | -13.35% | |
| 30 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.66% | — | -20.45% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +10.14% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | -5.37% | |
| 33 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.63% | — | -5.28% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | +4.81% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.60% | — | -0.72% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.57% | — | -17.15% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | — | +23.68% | |
| 38 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.54% | — | -46.84% | |
| 39 | BKH | Black Hills CORP | 股票-公用事业 | 0.53% | — | -4.04% | |
| 40 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.51% | — | -13.96% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.17% | -2.19% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.47% | — | -2.86% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.47% | — | -7.19% | |
| 44 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.47% | — | +64.93% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +10.45% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.46% | -0.21% | -4.54% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.46% | +0.25% | +8.64% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | — | -0.01% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | -0.16% | -5.17% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.44% | — | -11.86% |