CIK: 0001696899
申告総資産額
$93.2億
上位200銘柄を表示中（全702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 | 5.65% | -3.76% | -0.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | -2.74% | +0.45% | |
| 3 | ABCB | Ameris Bancorp | 株式-金融 | 4.39% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.17% | — | -46.21% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.61% | — | +1.96% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.60% | -6.25% | +1.18% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 1.95% | — | +1.85% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.75% | — | -41.17% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -0.96% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.42% | — | +4.24% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | — | -1.11% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.37% | — | -42.74% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | — | -7.52% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.23% | — | +0.35% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | +5.29% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | — | +3.75% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | +0.61% | -51.44% | |
| 18 | MITK | Mitek Systems INC | 株式-その他 | 0.94% | — | +0.55% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | — | +2.37% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | — | +2.94% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | — | +1.66% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | — | +1.95% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | -0.81% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | -0.88% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | — | -4.09% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | -6.62% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -6.09% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | -5.58% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | +193.35% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.70% | — | -50.78% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | — | -9.12% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | +6.22% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | — | -7.21% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +0.39% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | -21.35% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.50% | — | -49.86% | |
| 37 | ANETEUR | Arista Networks INC | 株式-その他 | 0.48% | — | -6.95% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | -0.24% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.48% | — | -8.54% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.47% | — | +0.32% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | +12.63% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | +2.16% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.43% | — | -11.38% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.43% | — | +1.50% | |
| 45 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.42% | — | -37.27% | |
| 46 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.41% | — | -2.13% | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.41% | — | +0.84% | |
| 48 | SPG | Simon Property Group INC | 株式-不動産 | 0.41% | — | +8.31% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | — | +7.35% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | +16.40% |