CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全705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 | 8.97% | +0.84% | -0.06% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -0.23% | -1.07% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.65% | +1.35% | +1.38% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.17% | — | +47.02% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | +0.64% | -0.18% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | +3.50% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.66% | +0.44% | +0.73% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.28% | — | +3.29% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 1.27% | — | +12.79% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | -0.18% | +5.72% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | -0.57% | |
| 12 | ADBE | Adobe INC | 株式-IT | 0.97% | — | +3.06% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | -0.17% | +6.56% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | +0.31% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 0.89% | — | +0.75% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | — | +9.28% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.17% | +6.51% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | +3.09% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.73% | -0.93% | -2.11% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | -0.01% | |
| 21 | SFST | Southern First Bancshares | 株式-その他 | 0.73% | — | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.72% | — | -2.77% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.69% | — | -3.88% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | -0.16% | -0.09% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -11.84% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.65% | — | +0.51% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | -2.72% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | -4.69% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -1.19% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | +1.19% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -1.54% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | +0.44% | +0.25% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | -0.13% | +13.07% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.50% | +0.37% | -2.17% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | +0.91% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | -0.14% | +0.96% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +2.08% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -0.87% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | +23.51% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.45% | — | -4.37% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | -1.03% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | -19.18% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +1.27% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | +0.21% | +7.45% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.41% | — | -5.06% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.40% | — | -2.00% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.40% | — | +0.88% | |
| 48 | SNOW | Snowflake INC | 株式-IT | 0.39% | — | +19.35% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -4.36% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.38% | — | +0.06% |