CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全516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 | 4.70% | +0.84% | -20.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.23% | +2.24% | |
| 3 | T | At&t INC | 株式-通信サービス | 1.91% | — | -0.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | +1.35% | -47.88% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | — | +0.40% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | -0.17% | -2.05% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 1.34% | — | -0.44% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | +0.64% | -58.43% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | -0.44% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.25% | — | -0.71% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.14% | — | -1.66% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | -0.14% | -2.88% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | -0.18% | +2.27% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.97% | — | -4.69% | |
| 15 | ADBE | Adobe INC | 株式-IT | 0.94% | — | -16.02% | |
| 16 | SFST | Southern First Bancshares | 株式-その他 | 0.91% | — | +129.48% | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 0.86% | — | +2.07% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.84% | — | +7.02% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +1.51% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | — | -10.07% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.80% | — | +7.13% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.77% | -0.93% | -11.20% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.77% | — | -13.30% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -0.14% | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | +1.07% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -6.51% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | -4.84% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | -0.13% | +0.32% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | -13.35% | |
| 30 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.66% | — | -20.45% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +10.14% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | -5.37% | |
| 33 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.63% | — | -5.28% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | +4.81% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | — | -0.72% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.57% | — | -17.15% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.55% | — | +23.68% | |
| 38 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.54% | — | -46.84% | |
| 39 | BKH | Black Hills CORP | 株式-公益事業 | 0.53% | — | -4.04% | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.51% | — | -13.96% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.17% | -2.19% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.47% | — | -2.86% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.47% | — | -7.19% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | +64.93% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +10.45% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.46% | -0.21% | -4.54% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.46% | +0.25% | +8.64% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.45% | — | -0.01% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | -0.16% | -5.17% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -11.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SFST | Southern First Bancshares | +0.6% | +129.48% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.6% | +2.24% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.4% | +0.40% | 増加 |
| 4 | T | At&t INC | +0.4% | -0.78% | 減少 |
| 5 | QCOM | Qualcomm INC | +0.3% | +23.68% | 増加 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +2.27% | 増加 |
| 7 | CVS | Cvs Health CORP | +0.2% | +64.93% | 増加 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +4.81% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +10.14% | 増加 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +239.41% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +26.37% | 増加 |
| 12 | ARKG | Ark Genomic Revolution ETF | +0.1% | +96.25% | 増加 |
| 13 | CAH | Cardinal Health INC | +0.1% | +382.94% | 増加 |
| 14 | AVGO | Broadcom INC | +0.1% | +295.97% | 増加 |
| 15 | TSN | Tyson Foods Inc-cl A | +0.1% | +656.02% | 増加 |
| 16 | IBM | Intl Business Machines CORP | 0% | -10.07% | 減少 |
| 17 | SCHA | Schwab US Small-cap ETF | — | -17.15% | 減少 |
| 18 | EUSA | Ishares Msci USA Equal Weigh | 0% | -20.45% | 減少 |
| 19 | MO | Altria Group INC | 0% | -0.72% | 減少 |
| 20 | ABBV | Abbvie INC | 0% | -11.86% | 減少 |
| 21 | NVDA | Nvidia CORP | 0% | -16.16% | 減少 |
| 22 | AAPL | Apple INC | -0.1% | -20.17% | 減少 |
| 23 | ASB | Associated Banc-corp | -0.1% | -36.89% | 減少 |
| 24 | NTNX | Nutanix INC - A | -0.1% | -47.58% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -32.89% | 減少 |
| 26 | DVY | Ishares Select Dividend ETF | -0.1% | -52.20% | 減少 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -51.49% | 減少 |
| 28 | RDN | Radian Group INC | -0.1% | -40.48% | 減少 |
| 29 | PBT | Permian Basin Royalty Trust | -0.1% | -83.59% | 減少 |
| 30 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | -0.1% | -33.50% | 減少 |
| 31 | CFFN | Capitol Federal Financial In | -0.1% | -77.18% | 減少 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -66.38% | 減少 |
| 33 | CLBK | Columbia Financial INC | -0.2% | -71.47% | 減少 |
| 34 | STL | Sterling Bancorp/de | -0.3% | -60.69% | 減少 |
| 35 | ISBCUSD | Investors Bancorp INC | -0.4% | -64.45% | 減少 |
| 36 | NYCBEUR | New York Community Bancorp | -0.5% | -46.84% | 減少 |
| 37 | GOOGL | Alphabet Inc-cl A | -1.4% | -47.88% | 減少 |
| 38 | GOOG | Alphabet Inc-cl C | -1.6% | -58.43% | 減少 |
| 39 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 40 | JNUGEUR | Direxion Dly Jr Gold Bull 3x | — | NEW | 新規購入 |
| 41 | OBDC | Blue Owl Capital Corporation | — | EXIT | 全売却 |
| 42 | JNUGEUR | Dirx Dly Junr Gmi B2x Etf-ui | — | EXIT | 全売却 |
| 43 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 44 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 45 | DOW | Dow INC | — | NEW | 新規購入 |
| 46 | MDY | State Street Spdr S&p Midcap | — | EXIT | 全売却 |
| 47 | FTA | First Trust L C Val Alp | — | NEW | 新規購入 |
| 48 | BPLUSD | Buckeye Partners LP | — | EXIT | 全売却 |
| 49 | ✓ | Hoegh Lng Partners LP | — | EXIT | 全売却 |
| 50 | CTVA | Corteva INC | — | NEW | 新規購入 |