CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全675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 | 7.86% | +0.84% | +0.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.11% | -0.23% | -0.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.66% | +1.35% | -0.50% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.19% | +0.64% | +1.54% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | — | +4.72% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.62% | — | +10.61% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.42% | — | +1.32% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.28% | +0.44% | +304.78% | |
| 9 | ADBE | Adobe INC | 株式-IT | 1.05% | — | +0.96% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | -1.33% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | -0.18% | +0.23% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | +21.74% | |
| 13 | T | At&t INC | 株式-通信サービス | 0.87% | — | -0.81% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +3.75% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | -0.17% | -0.87% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.17% | +2.70% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | -0.30% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | — | -12.44% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.75% | — | +0.84% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.75% | -0.93% | +6.09% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | — | +1.87% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.69% | — | -1.46% | |
| 23 | SFST | Southern First Bancshares | 株式-その他 | 0.69% | — | — | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.66% | — | -0.78% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +2.86% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +6.19% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | +27.63% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | -0.16% | +41.50% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | — | +0.12% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.61% | — | -1.37% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | -1.54% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | — | -1.05% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -1.31% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -0.55% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.52% | — | +10.44% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | -0.14% | -7.07% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -1.53% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.49% | — | +4.26% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | -0.13% | +2.87% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +11.58% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | +0.44% | +1.77% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.46% | — | +2.71% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | -15.40% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.45% | — | -4.55% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +1.55% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.44% | — | +1.68% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | — | -6.31% | |
| 48 | MRNA | Moderna INC | 株式-ヘルスケア | 0.41% | — | +14.58% | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.41% | +0.37% | -1.32% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | +32.20% |