CIK: 0001696899
申告総資産額
$93.2億
上位200銘柄を表示中（全945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 | NVDA | Nvidia CORP | 株式-IT | 8.88% | -6.25% | +2.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.09% | -3.76% | -2.48% | |
| 3 | ABCB | Ameris Bancorp | 株式-金融 | 4.74% | — | -0.00% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.45% | -2.74% | +4.85% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | — | -1.34% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 1.81% | — | +3.07% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | — | +5.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | — | +1.26% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.74% | — | +2.57% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | — | +3.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | — | +2.09% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.36% | — | -7.40% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.26% | — | +25.31% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 1.24% | — | +0.18% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -2.08% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | — | +1.64% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 0.88% | — | -2.65% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | — | +1.88% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | -4.69% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | — | -2.08% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +1.91% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | +2.60% | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.65% | — | -5.01% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | +4.69% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | -9.99% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.54% | — | +17.19% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -0.22% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | — | -1.75% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | +1.18% | +10.02% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +7.03% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -3.85% | |
| 32 | MSTR | Strategy INC | 株式-IT | 0.44% | — | -7.17% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | +1.04% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +0.71% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.40% | +3.13% | +6.38% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -12.27% | |
| 37 | FTGS | First Trust Grwth Strgth ETF | ETF-その他 | 0.39% | — | +4.68% | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.39% | — | -7.34% | |
| 39 | TFC | Truist Financial CORP | 株式-金融 | 0.39% | — | +9.73% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.39% | — | -8.67% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.38% | — | -0.94% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.37% | — | +5.48% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.36% | — | +17.16% | |
| 44 | SPG | Simon Property Group INC | 株式-不動産 | 0.35% | — | -0.72% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.33% | — | +0.73% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | -5.51% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +2.13% | |
| 48 | MITK | Mitek Systems INC | 株式-その他 | 0.30% | — | -3.82% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | — | +28.16% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.28% | — | -0.72% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +2.17% | 増加 |
| 2 | AVGO | Broadcom INC | +0.7% | +3.07% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.85% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +5.05% | 増加 |
| 5 | TSLA | Tesla INC | +0.4% | -7.40% | 増加 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | -5.01% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.26% | 増加 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +10.02% | 増加 |
| 9 | GLD | Spdr Gold Shares | +0.3% | +25.31% | 増加 |
| 10 | ORCL | Oracle CORP | +0.3% | +17.19% | 増加 |
| 11 | AMD | Advanced Micro Devices | +0.3% | +0.18% | 増加 |
| 12 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +4.68% | 増加 |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.38% | 増加 |
| 14 | GEV | GE Vernova INC | +0.1% | +9.54% | 増加 |
| 15 | ANET | Arista Networks INC | +0.1% | -7.34% | 減少 |
| 16 | CLS | Celestica INC | +0.1% | -10.58% | 減少 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +2.57% | 増加 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.47% | 増加 |
| 19 | IAU | Ishares Gold Trust | +0.1% | +228.74% | 増加 |
| 20 | FNV | Franco-nevada CORP | +0.1% | +11.19% | 増加 |
| 21 | HOOD | Robinhood Markets INC - A | +0.1% | +4.96% | 増加 |
| 22 | PSIX | Power Solutions Internationa | +0.1% | -0.13% | 増加 |
| 23 | CVNA | Carvana Co | +0.1% | +5.02% | 増加 |
| 24 | CAT | Caterpillar INC | +0.1% | +4.69% | 増加 |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | -5.99% | 減少 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +30.65% | 増加 |
| 27 | RTX | Rtx CORP | +0.1% | +34.60% | 増加 |
| 28 | NFLX | Netflix INC | +0.1% | -2.65% | 増加 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.94% | 増加 |
| 30 | ABCB | Ameris Bancorp | 0% | -0.00% | 増加 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | +2.09% | 減少 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.36% | 増加 |
| 33 | WMT | Walmart INC | -0.1% | +1.64% | 減少 |
| 34 | VST | Vistra CORP | -0.2% | -72.50% | 減少 |
| 35 | ETN | Eaton Corporation plc | -0.2% | +24.36% | 減少 |
| 36 | PGR | Progressive CORP | -0.2% | -62.87% | 減少 |
| 37 | PEP | Pepsico INC | -0.3% | -15.58% | 減少 |
| 38 | CVX | Chevron CORP | -0.3% | -12.27% | 減少 |
| 39 | UNH | Unitedhealth Group INC | -0.3% | +28.16% | 減少 |
| 40 | AMZN | Amazon.com INC | -0.4% | -1.34% | 減少 |
| 41 | KO | Coca-cola Co/the | -0.4% | -9.99% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.5% | -4.69% | 減少 |
| 43 | AAPL | Apple INC | -1% | -2.48% | 減少 |
| 44 | BE | Bloom Energy Corp- A | — | NEW | 新規購入 |
| 45 | AMSWAUSD | American Software Inc-cl A | — | EXIT | 全売却 |
| 46 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新規購入 |
| 47 | TTMI | Ttm Technologies | — | NEW | 新規購入 |
| 48 | FIX | Comfort Systems USA INC | — | NEW | 新規購入 |
| 49 | NBIS | Nebius Group NV | — | NEW | 新規購入 |
| 50 | SSRM | Ssr Mining INC | — | NEW | 新規購入 |