CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全629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 | 10.28% | +0.84% | +0.37% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.92% | -0.23% | +0.11% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | +1.35% | +2.29% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.17% | +0.44% | -8.24% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.91% | +0.64% | +4.42% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | — | +8.41% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.28% | — | +12.42% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | -0.17% | +2.53% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | +0.90% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | +0.44% | +1.39% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.08% | — | +5.11% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.04% | -0.93% | +6.97% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | -0.13% | +7.57% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | -0.16% | -1.78% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | +1.59% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | -0.14% | +0.92% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | -0.18% | +1.67% | |
| 18 | LRCXEUR | Lam Research CORP | 株式-IT | 0.82% | — | -1.01% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | +14.97% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | -13.19% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | +0.21% | +18.69% | |
| 22 | HUBB | Hubbell INC | 株式-資本財 | 0.61% | — | -0.29% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +0.86% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | +4.48% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -11.98% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.58% | — | -3.81% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -2.04% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | -18.54% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | -2.55% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | -1.78% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.53% | +0.37% | +11.64% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.52% | — | -0.39% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.17% | +25.84% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.50% | — | +0.06% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | -2.90% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.48% | — | +2.62% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | +9.98% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | +2.64% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +12.60% | |
| 40 | SFST | Southern First Bancshares | 株式-その他 | 0.43% | — | +29.84% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | -28.35% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | — | +62.15% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.41% | — | +3.09% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | -11.09% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | +9.69% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.38% | — | +127.69% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | -11.83% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.36% | — | +4.62% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.36% | — | -3.32% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | -16.78% |