CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全510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 | 6.64% | +0.84% | +5.15% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.23% | +7.88% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | — | -3.02% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.11% | +1.35% | +0.72% | |
| 5 | T | At&t INC | 株式-通信サービス | 1.87% | — | +3.21% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | +0.64% | +7.36% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 1.55% | — | +3.78% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | — | +3.97% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.37% | — | -2.88% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | -0.17% | +6.00% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.05% | — | -1.00% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | -0.18% | -8.68% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.01% | — | -13.37% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.96% | — | -27.11% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.94% | — | +39.13% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | +2.84% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.82% | — | -1.52% | |
| 18 | SFST | Southern First Bancshares | 株式-その他 | 0.81% | — | +20.56% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.81% | — | -10.01% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.79% | +0.44% | +7.90% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -19.80% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.17% | +27.63% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +13.84% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | -0.13% | +4.67% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -8.81% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.75% | -0.93% | -2.04% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | — | +7.70% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +6.53% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +9.64% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -5.77% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.64% | +0.25% | -0.10% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -19.41% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | +4.31% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | -4.03% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | — | +36.92% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | -0.14% | -12.37% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | -10.64% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | +7.87% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.56% | -0.21% | +74.75% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +2.30% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.55% | — | -2.96% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | -1.04% | |
| 43 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.52% | — | +0.02% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | -0.19% | +14.07% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | +0.44% | -1.54% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | +9.82% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | -0.16% | +0.47% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +1.24% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.48% | — | -9.82% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.46% | — | -19.55% |