CIK: 0001696899
申告総資産額
$93.2億
上位200銘柄を表示中（全421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 | 6.94% | -3.76% | -1.79% | |
| 2 | ABCB | Ameris Bancorp | 株式-金融 | 5.00% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.96% | -2.74% | -1.57% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.40% | — | +53.56% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | — | -0.88% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.84% | — | +9.43% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.71% | — | -1.84% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | — | +3.77% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | — | +29.92% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.42% | — | +42.97% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | -0.17% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | -14.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | -0.01% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | — | +2.73% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | — | -7.95% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | — | +2.62% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | — | +2.65% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | — | -3.52% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | +5.71% | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 0.98% | — | -13.15% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -3.04% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +5.35% | |
| 23 | MITK | Mitek Systems INC | 株式-その他 | 0.95% | — | +0.20% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | +0.61% | +54.09% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.86% | — | -0.29% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.86% | — | +320.94% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | +3.60% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | — | -0.96% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.76% | — | -1.77% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | — | -3.60% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | — | -3.75% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.72% | -6.25% | +7.47% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.71% | — | -7.62% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.69% | — | -0.53% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.68% | — | -10.89% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -1.57% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | -6.99% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | +0.28% | |
| 39 | HSY | Hershey Co/the | 株式-生活必需品 | 0.63% | — | -1.12% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | — | +6.15% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.60% | — | -0.74% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | +0.43% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | -1.09% | |
| 44 | ANETEUR | Arista Networks INC | 株式-その他 | 0.56% | — | -5.82% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.54% | — | -0.86% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | +6.64% | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.52% | — | -6.98% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | -1.66% | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.50% | — | -0.51% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | +1.39% |