CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全659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 | 7.45% | +0.84% | -1.39% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -0.23% | +1.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | +1.35% | -1.30% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | — | -2.12% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.83% | +0.64% | -0.48% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.42% | — | -0.96% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.36% | — | +25.00% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +5.69% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.11% | — | +2.60% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | +4.94% | |
| 11 | ADBE | Adobe INC | 株式-IT | 0.95% | — | -0.21% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | -0.17% | +1.57% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.90% | +0.44% | -5.73% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | -0.18% | +1.92% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | -1.44% | |
| 16 | SFST | Southern First Bancshares | 株式-その他 | 0.76% | — | -1.33% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 0.76% | — | +3.88% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | +5.34% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.17% | -6.59% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.73% | — | -1.05% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | +5.95% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 0.70% | — | +1.52% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.93% | -0.59% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | +3.88% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.67% | — | -0.83% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | -1.05% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | — | +11.24% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +3.50% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -16.58% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | -0.36% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | +4.96% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | -15.91% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | -6.93% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.55% | — | -4.31% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | -0.14% | +0.10% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.54% | — | +153.19% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +0.93% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +2.08% | |
| 39 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.52% | -0.15% | +0.80% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.52% | — | -12.96% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.52% | — | -25.84% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +29.37% | |
| 43 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.50% | — | +4.21% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.49% | — | +39.71% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.47% | — | +23.80% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | +17.44% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.46% | — | -2.29% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | -0.13% | -10.78% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | -0.74% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | -0.16% | -0.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +0.3% | +153.19% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.30% | 減少 |
| 3 | SCHP | Schwab U.s. Tips ETF | +0.2% | +25.00% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -0.48% | 減少 |
| 5 | CVX | Chevron CORP | +0.1% | +1.57% | 増加 |
| 6 | SFST | Southern First Bancshares | +0.1% | -1.33% | 減少 |
| 7 | ARKK | Ark Innovation ETF | +0.1% | +297.28% | 増加 |
| 8 | MO | Altria Group INC | +0.1% | +17.44% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.10% | 増加 |
| 10 | TXN | Texas Instruments INC | +0.1% | +23.80% | 増加 |
| 11 | AXP | American Express Co | +0.1% | +193.81% | 増加 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +29.37% | 増加 |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +39.71% | 増加 |
| 14 | GD | General Dynamics CORP | +0.1% | +23.25% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +3.50% | 増加 |
| 16 | VUZI | Vuzix CORP | +0.1% | +83.90% | 増加 |
| 17 | WBA | Walgreens Boots Alliance INC | +0.1% | +84.88% | 増加 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +11.24% | 増加 |
| 19 | DE | Deere & Co | +0.1% | +0.29% | 増加 |
| 20 | AMGN | Amgen INC | +0.1% | +5.95% | 増加 |
| 21 | BAC | Bank Of America CORP | +0.1% | -6.93% | 減少 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +5.69% | 増加 |
| 23 | HD | Home Depot INC | +0.1% | -1.44% | 減少 |
| 24 | CVS | Cvs Health CORP | +0.1% | +3.88% | 増加 |
| 25 | MSFT | Microsoft CORP | 0% | +1.74% | 増加 |
| 26 | TSLA | Tesla INC | -0.1% | -22.14% | 減少 |
| 27 | EEM | Ishares Msci Emerging Market | -0.1% | -44.42% | 減少 |
| 28 | MRK | Merck & Co. INC. | -0.1% | -10.78% | 減少 |
| 29 | ABBV | Abbvie INC | -0.1% | -15.91% | 減少 |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -16.58% | 減少 |
| 31 | 0VVB | Paramount Global-class B | -0.2% | -77.87% | 減少 |
| 32 | ✓ | ETF Managers Tr | -0.2% | -40.26% | 減少 |
| 33 | VIGI | Vanguard Int Div App Indx Fd | -0.2% | -54.86% | 減少 |
| 34 | JNUG | Dirx Dly Junr Gmi B2x Etf-ui | -0.2% | -31.13% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.3% | -2.12% | 減少 |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.3% | -25.84% | 減少 |
| 37 | AAPL | Apple INC | -1.3% | -1.39% | 減少 |
| 38 | SNOW | Snowflake INC | — | NEW | 新規購入 |
| 39 | ✓ | Switchback Energy Acquisitio | — | EXIT | 全売却 |
| 40 | PDBC | Invesco Optimum Yield Divers | — | NEW | 新規購入 |
| 41 | RSPG | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 42 | ARKW | Ark Next Generation Internet | — | NEW | 新規購入 |
| 43 | DCOMUSD | Dime Community Bancshares | — | EXIT | 全売却 |
| 44 | EWJ | Ishares Msci Japan ETF | — | NEW | 新規購入 |
| 45 | TAP | Molson Coors Beverage Co - B | — | NEW | 新規購入 |
| 46 | ACLC | American Century Large Cap E | — | NEW | 新規購入 |
| 47 | CCXI | Churchill Capital Corp XI | — | NEW | 新規購入 |
| 48 | VPU | Vanguard Utilities ETF | — | EXIT | 全売却 |
| 49 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | NEW | 新規購入 |
| 50 | TELFY | Telefonica Sa-spon Adr | — | NEW | 新規購入 |