CIK: 0001801926
申告総資産額
$2.9億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 11.50% | -0.03% | +7.35% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.30% | -0.68% | +9.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.17% | -0.47% | +2.21% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.50% | — | +9.61% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.02% | +0.04% | -8.42% | |
| 6 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 3.64% | — | -5.86% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.30% | -0.15% | +3.85% | |
| 8 | AME | Ametek INC | 株式-資本財 | 1.91% | — | — | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.71% | -0.06% | +9.25% | |
| 10 | RY | Royal Bank Of Canada | 株式-金融 | 1.69% | — | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.59% | — | -0.99% | |
| 12 | SO | Southern Co/the | 株式-公益事業 | 1.53% | +0.01% | — | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.51% | — | +16.24% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.45% | — | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.25% | -0.09% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | +0.24% | +0.02% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.42% | — | -12.01% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.41% | — | +25.00% | |
| 19 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.33% | — | — | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.25% | — | +0.43% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.21% | — | +0.78% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | — | — | |
| 23 | CSX | Csx CORP | 株式-資本財 | 1.10% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | +3.85% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | -12.48% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.96% | — | -9.81% | |
| 27 | MCF1EUR | Contango Oil & Gas | 株式-その他 | 0.95% | — | +0.27% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | — | |
| 29 | ✓ | Ishares Tr | 株式-その他 | 0.89% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.07% | -1.06% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | — | +1.44% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +2.40% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.78% | — | -14.33% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | -5.03% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.73% | — | -25.16% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.71% | — | +0.05% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -0.05% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.21% | +6.36% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.65% | — | — | |
| 41 | GL | Globe Life INC | 株式-金融 | 0.63% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.59% | +0.08% | NEW | |
| 43 | TFC | Truist Financial CORP | 株式-金融 | 0.59% | — | — | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.58% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.14% | — | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.55% | — | -9.64% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.53% | — | — | |
| 48 | D | Dominion Energy INC | 株式-公益事業 | 0.53% | — | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.52% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -0.15% |