CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全634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 | 7.90% | +0.84% | -3.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.05% | -0.23% | +0.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +1.35% | -2.84% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | -0.17% | +0.55% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | +0.64% | -15.95% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | — | -0.11% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | -10.34% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.07% | — | +16.88% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | -0.16% | -0.56% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | — | +2.74% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | -0.14% | +13.61% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | -1.17% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.96% | +0.44% | +19.24% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | -0.13% | -6.42% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | -5.96% | |
| 16 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.87% | — | +2.40% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | -7.03% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.82% | +0.44% | -2.75% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | -0.18% | -0.26% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.80% | — | -2.07% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | — | +2.09% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.79% | -0.93% | -0.05% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.74% | — | +2.23% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -0.88% | |
| 25 | SFST | Southern First Bancshares | 株式-その他 | 0.69% | — | -2.27% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +1.85% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | — | -2.67% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | -0.35% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +2.09% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.62% | — | +20.32% | |
| 31 | LRCXEUR | Lam Research CORP | 株式-IT | 0.61% | — | +0.40% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.59% | — | -4.03% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.59% | — | +0.21% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | +2.11% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | -0.76% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +4.36% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | +0.33% | |
| 38 | VDE | Vanguard Energy ETF | ETF-その他 | 0.49% | -0.24% | EXIT | |
| 39 | HUBB | Hubbell INC | 株式-資本財 | 0.49% | — | -1.71% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | -8.49% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.44% | — | -12.88% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.42% | — | -1.07% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.41% | — | +0.70% | |
| 44 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.40% | — | -3.96% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | +4.17% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | +5.03% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.37% | — | +203.65% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.37% | — | +467.89% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | +0.98% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.36% | — | -0.62% |