CIK: 0001728121
申告総資産額
$9.0億
上位200銘柄を表示中（全603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 | 7.54% | +0.84% | -10.68% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.24% | +0.44% | -12.68% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.23% | -17.86% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.38% | +1.35% | -1.12% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.32% | +0.64% | -2.40% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | — | -10.90% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.71% | +0.44% | -11.45% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | -0.14% | -4.58% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.38% | — | +5.15% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.37% | — | +2.82% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.32% | — | -0.18% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.22% | -0.93% | +1.82% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.17% | +8.92% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | — | +74.14% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | — | -5.04% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | -0.18% | -11.58% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 0.79% | +0.37% | +1.28% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | -0.17% | -35.81% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.77% | — | +49.04% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | -16.23% | |
| 21 | LRCXEUR | Lam Research CORP | 株式-IT | 0.63% | — | -49.88% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | -0.13% | -33.21% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | -1.91% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -8.23% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -1.26% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +5.18% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | — | -24.52% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | -0.16% | -30.52% | |
| 29 | SFST | Southern First Bancshares | 株式-その他 | 0.54% | — | +1.26% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.53% | — | -2.71% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | -11.43% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | -0.14% | -37.07% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | — | -0.92% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -48.47% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -10.50% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | — | -16.45% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | -1.82% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.45% | — | -2.30% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.41% | — | -0.18% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | -0.16% | +248.20% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | — | +19.01% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.37% | +0.26% | +7.97% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.37% | +0.30% | +0.54% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.36% | — | -48.43% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.36% | — | -14.00% | |
| 46 | GE | General Electric | 株式-資本財 | 0.36% | — | -26.25% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | +6.78% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | +0.21% | +4.33% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | -31.04% | |
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.34% | — | +771.43% |