CIK: 0001633172
申告総資産額
$4.5億
上位200銘柄を表示中（全234銘柄）
| # | 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 | 3.66% | — | -0.12% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 3.25% | — | -3.97% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | — | +10.99% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.93% | — | -0.38% | |
| 5 | ARKK | Ark Innovation ETF | ETF-その他 | 2.21% | — | +1.21% | |
| 6 | T | At&t INC | 株式-通信サービス | 2.06% | — | +2.41% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | — | -1.08% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.82% | — | -0.05% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.67% | — | +174.84% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.65% | — | +1.32% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | — | +2.37% | |
| 12 | AXP | American Express Co | 株式-金融 | 1.46% | — | +0.32% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.29% | — | +0.50% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.26% | — | +0.01% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.22% | — | -8.90% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.19% | — | -3.46% | |
| 17 | WPC | Wp Carey INC | 株式-不動産 | 1.19% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | — | +52.38% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | — | +2.50% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.13% | — | +2.77% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.12% | — | +0.98% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.09% | — | +67.71% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +5.20% | |
| 24 | SO | Southern Co/the | 株式-公益事業 | 1.05% | — | -3.40% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | — | +0.00% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | -2.31% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | +19.21% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | -0.26% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.94% | — | -0.65% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.88% | — | +5.73% | |
| 31 | GPN | Global Payments INC | 株式-資本財 | 0.86% | — | +345.23% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | -5.61% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.86% | — | -0.06% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.84% | — | +126.82% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | -10.41% | |
| 36 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.81% | — | — | |
| 37 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.80% | — | +3.88% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | +0.35% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.68% | — | +0.64% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | -2.78% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -3.27% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.63% | — | -9.40% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | -3.05% | |
| 44 | CBAN | Colony Bankcorp | 株式-その他 | 0.62% | — | +1.20% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +0.32% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.60% | — | -2.28% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -0.93% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.60% | — | -3.46% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | +18.93% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +1.91% |