CIK: 0001632105
申告総資産額
$6.8億
上位200銘柄を表示中（全212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 | 7.75% | -0.27% | +1.19% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.22% | -0.07% | -0.21% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.68% | +0.17% | +6.54% | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 2.27% | — | +132.51% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.05% | -0.11% | +2.89% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.93% | -0.10% | -0.93% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | +0.09% | +19.27% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | — | +1.24% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.60% | — | +10.24% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.57% | — | -2.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.03% | +9.98% | |
| 12 | ADBE | Adobe INC | 株式-IT | 1.55% | — | +1.04% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.16% | +2.41% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.34% | — | -0.38% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.23% | — | +0.28% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.08% | +0.09% | +0.53% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | +15.03% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | -0.03% | +1.83% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 1.03% | -0.02% | -8.23% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 0.97% | — | -7.16% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | — | +0.64% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.11% | -2.27% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.05% | -3.08% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.88% | -0.05% | +9.76% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | -0.05% | +3.04% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +1.31% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | -4.54% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | +1.29% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | -0.05% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.10% | -7.32% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.75% | -0.05% | -1.68% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.74% | — | -0.21% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.74% | -0.04% | -0.51% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.74% | -0.06% | — | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.73% | — | +1.31% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.15% | -0.82% | |
| 37 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.72% | — | -0.43% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | — | +1.74% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -6.00% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.69% | — | -1.79% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | +0.24% | +18.04% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.66% | -0.06% | +1.24% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | +0.60% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +2.05% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +0.05% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | -3.34% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | -0.64% | |
| 48 | RF | Regions Financial CORP | 株式-金融 | 0.59% | -0.03% | +1.59% | |
| 49 | ✓ | Duke Energy Corp New | 株式-その他 | 0.57% | — | +1.08% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +2.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | +1.3% | +132.51% | 増加 |
| 2 | AMAT | Applied Materials INC | +0.2% | -7.16% | 減少 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | +2.89% | 増加 |
| 4 | SFBS | Servisfirst Bancshares INC | +0.2% | +41.18% | 増加 |
| 5 | INTC | Intel CORP | +0.2% | +0.28% | 増加 |
| 6 | VTV | Vanguard Value ETF | +0.2% | +10.24% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +9.98% | 増加 |
| 8 | DE | Deere & Co | +0.1% | -1.79% | 減少 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -0.82% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.41% | 増加 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +15.03% | 増加 |
| 12 | BAC | Bank Of America CORP | +0.1% | -1.68% | 減少 |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +18.04% | 増加 |
| 14 | RF | Regions Financial CORP | +0.1% | +1.59% | 増加 |
| 15 | CVX | Chevron CORP | +0.1% | -2.27% | 減少 |
| 16 | HD | Home Depot INC | +0.1% | -0.93% | 減少 |
| 17 | AEP | American Electric Power Company, Inc. | +0.1% | +33.01% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +19.27% | 増加 |
| 19 | CAT | Caterpillar INC | +0.1% | -8.23% | 減少 |
| 20 | MO | Altria Group INC | +0.1% | +1.15% | 増加 |
| 21 | CSCO | Cisco Systems INC | +0.1% | +1.29% | 増加 |
| 22 | AXP | American Express Co | +0.1% | — | 変化なし |
| 23 | USB | US Bancorp | +0.1% | +2.00% | 増加 |
| 24 | SIVBEUR | Svb Financial Group | +0.1% | — | 変化なし |
| 25 | WFC | Wells Fargo & Co | +0.1% | +2.94% | 増加 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | -3.08% | 減少 |
| 27 | GD | General Dynamics CORP | 0% | +1.07% | 増加 |
| 28 | BA | Boeing Co/the | 0% | +1.11% | 増加 |
| 29 | TXN | Texas Instruments INC | 0% | -0.64% | 減少 |
| 30 | LOW | Lowe's Cos INC | 0% | -6.00% | 減少 |
| 31 | VUG | Vanguard Growth ETF | 0% | +6.54% | 増加 |
| 32 | JNJ | Johnson & Johnson | -0.1% | +1.24% | 増加 |
| 33 | TTD | Trade Desk Inc/the -class A | -0.1% | — | 変化なし |
| 34 | MSFT | Microsoft CORP | -0.1% | -0.21% | 減少 |
| 35 | AAPL | Apple INC | -1.4% | +1.19% | 増加 |
| 36 | ✓ | General Motors CORP | — | NEW | 新規購入 |
| 37 | VOE | Vanguard Mid-cap Value ETF | — | NEW | 新規購入 |
| 38 | FANG | Diamondback Energy INC | — | NEW | 新規購入 |
| 39 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | 新規購入 |
| 40 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 41 | ✓ | Anheuser Busch Co. | — | EXIT | 全売却 |
| 42 | TOL | Toll Brothers INC | — | NEW | 新規購入 |
| 43 | ORLY | O'reilly Automotive INC | — | NEW | 新規購入 |
| 44 | ✓ | Prologis, Inc. | — | NEW | 新規購入 |
| 45 | ALK | Alaska Air Group INC | — | NEW | 新規購入 |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 47 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 48 | PRF | Invesco Rafi US 1000 ETF | — | NEW | 新規購入 |
| 49 | FMS | Fresenius Medical Care-adr | — | EXIT | 全売却 |
| 50 | SIRIEUR | Sirius Xm Holdings INC | — | EXIT | 全売却 |