CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全581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 | 8.53% | +0.84% | +276.83% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.23% | -4.93% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | — | +6.92% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.00% | +1.35% | +0.53% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | +0.64% | +0.45% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.40% | — | +8.56% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.35% | — | +53.84% | |
| 8 | T | At&t INC | 株式-通信サービス | 1.25% | — | -11.27% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | +1.14% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | — | +0.99% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.16% | — | -7.13% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.12% | +0.44% | -2.47% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | -0.18% | +0.89% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.94% | — | +10.86% | |
| 15 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.89% | -0.15% | — | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +0.13% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 0.87% | — | +3.26% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.17% | -0.44% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | +16.17% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | — | +0.95% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | -0.17% | +0.37% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.78% | -0.93% | -2.79% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +15.33% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | +22.28% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.70% | — | -10.61% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +1.12% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | — | +5.77% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 0.65% | — | +19.79% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | -0.13% | +2.11% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | -0.65% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | -5.57% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | -1.82% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.61% | — | +5.38% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | -3.04% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.60% | — | -2.50% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | -4.76% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.53% | — | +1.96% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.52% | — | +2.30% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | -0.16% | +1.49% | |
| 40 | SFST | Southern First Bancshares | 株式-その他 | 0.49% | — | -1.23% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -3.32% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.49% | — | -1.61% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -1.17% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | -0.21% | -15.60% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | +1.61% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.41% | — | +4.24% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -31.36% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | +0.99% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | -6.19% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | +0.37% | -5.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.8% | +276.83% | 増加 |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.4% | +53.84% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.3% | +6.92% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.3% | -2.47% | 減少 |
| 5 | VIGI | Vanguard Int Div App Indx Fd | +0.3% | +221.46% | 増加 |
| 6 | FDX | Fedex CORP | +0.2% | +166.48% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.2% | +3.26% | 増加 |
| 8 | UPS | United Parcel Service-cl B | +0.2% | +57.89% | 増加 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +253.59% | 増加 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +22.28% | 増加 |
| 11 | FDN | First Trust Dj Internet Ind | +0.1% | +8.56% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +16.17% | 増加 |
| 13 | PYPL | Paypal Holdings INC | +0.1% | +19.79% | 増加 |
| 14 | PRU | Prudential Financial INC | +0.1% | +204.51% | 増加 |
| 15 | PFE | Pfizer INC | +0.1% | +15.33% | 増加 |
| 16 | ✓ | ETF Managers Tr | +0.1% | +57.13% | 増加 |
| 17 | LUV | Southwest Airlines Co | +0.1% | +209.13% | 増加 |
| 18 | AMD | Advanced Micro Devices | +0.1% | -5.71% | 減少 |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +100.14% | 増加 |
| 20 | CRM | Salesforce INC | +0.1% | -1.61% | 減少 |
| 21 | DOCU | Docusign INC | +0.1% | +94.90% | 増加 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.89% | 増加 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +1.12% | 増加 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -0.44% | 減少 |
| 25 | ABBNY | Abb Ltd-spon Adr | -0.1% | -70.17% | 減少 |
| 26 | INTC | Intel CORP | -0.1% | -8.65% | 減少 |
| 27 | PAAS | Pan American Silver CORP | -0.2% | -47.87% | 減少 |
| 28 | SH1USD | Proshares Short S&p500 | -0.2% | -71.52% | 減少 |
| 29 | VUG | Vanguard Growth ETF | -0.2% | -66.96% | 減少 |
| 30 | PCY | Invesco Emerging Markets Sov | -0.2% | -58.44% | 減少 |
| 31 | CVS | Cvs Health CORP | -0.2% | -5.57% | 減少 |
| 32 | GLD | Spdr Gold Shares | -0.2% | -36.03% | 減少 |
| 33 | XOM | Exxon Mobil CORP | -0.2% | -8.50% | 減少 |
| 34 | BA | Boeing Co/the | -0.2% | -42.46% | 減少 |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -42.10% | 減少 |
| 36 | CVX | Chevron CORP | -0.3% | +0.37% | 増加 |
| 37 | CSCO | Cisco Systems INC | -0.4% | -31.36% | 減少 |
| 38 | T | At&t INC | -0.4% | -11.27% | 減少 |
| 39 | PSLV | Sprott Physical Silver Trust | — | NEW | 新規購入 |
| 40 | PHYS | Sprott Physical Gold Trust | — | NEW | 新規購入 |
| 41 | LMEUR | Legg Mason INC | — | EXIT | 全売却 |
| 42 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | — | NEW | 新規購入 |
| 43 | BUI | Blckrck Util Infra & Pwr Opp | — | NEW | 新規購入 |
| 44 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 45 | MLPX | Global X Mlp & Energy Infras | — | NEW | 新規購入 |
| 46 | ✓ | Ontrak Inc. | — | NEW | 新規購入 |
| 47 | VPU | Vanguard Utilities ETF | — | NEW | 新規購入 |
| 48 | ✓ | Nikola CORP | — | EXIT | 全売却 |
| 49 | OLN | Olin CORP | — | EXIT | 全売却 |
| 50 | ALGN | Align Technology INC | — | EXIT | 全売却 |