CIK: 0001727762
申告総資産額
$2.5億
上位200銘柄を表示中（全413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 | 6.05% | — | +0.01% | |
| 2 | D | Dominion Energy INC | 株式-公益事業 | 3.00% | — | +1.44% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.76% | — | -2.52% | |
| 4 | DE | Deere & Co | 株式-資本財 | 2.59% | — | +9.77% | |
| 5 | RMCF | Rocky Mountain Choc Fact INC | 株式-その他 | 2.45% | — | +19.70% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.29% | — | -0.20% | |
| 7 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.26% | — | -0.63% | |
| 8 | CSX | Csx CORP | 株式-資本財 | 2.24% | — | — | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.21% | — | +5.60% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 2.03% | — | -0.32% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.02% | — | +4.03% | |
| 12 | MKL | Markel Group INC | 株式-金融 | 2.01% | — | +3.08% | |
| 13 | PII | Polaris INC | 株式-一般消費財 | 1.94% | — | +28.22% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.91% | — | — | |
| 15 | ADBE | Adobe INC | 株式-IT | 1.86% | — | +2.57% | |
| 16 | ALB | Albemarle CORP | 株式-素材 | 1.77% | — | +0.13% | |
| 17 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.74% | — | +19.29% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.72% | — | -0.09% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.68% | — | — | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.64% | — | — | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 1.56% | — | — | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.51% | — | +0.84% | |
| 23 | GIS | General Mills INC | 株式-生活必需品 | 1.47% | — | +17.62% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | — | +1.14% | |
| 25 | HN9 | Hanesbrands INC | 株式-その他 | 1.27% | — | +10.99% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.24% | — | — | |
| 27 | ✓ | Highland Bankshares Inc. | 株式-その他 | 1.21% | — | +23.41% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | +8.83% | |
| 30 | KMX | Carmax INC | 株式-一般消費財 | 1.15% | — | +3.70% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | +0.01% | |
| 32 | NEU | Newmarket CORP | 株式-素材 | 0.95% | — | -0.50% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | — | — | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | — | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.88% | — | +6.71% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | -2.65% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.85% | — | — | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.83% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -12.81% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +41.32% | |
| 42 | BBTUSD | Bb&t CORP | 株式-その他 | 0.70% | — | -0.38% | |
| 43 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.69% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +2.84% | |
| 45 | KEYS | Keysight Technologies In | 株式-IT | 0.69% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.65% | — | +9.05% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | +1.86% | |
| 48 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.60% | — | +0.83% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.58% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | +0.01% | 増加 |
| 2 | BAM | Brookfield Asset Management Ltd. | +0.3% | +19.29% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +41.32% | 増加 |
| 4 | DE | Deere & Co | +0.2% | +9.77% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | +4.03% | 増加 |
| 6 | NSC | Norfolk Southern CORP | +0.2% | -0.63% | 減少 |
| 7 | DIS | Walt Disney Co/the | +0.2% | +5.60% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.83% | 増加 |
| 9 | CSX | Csx CORP | +0.1% | — | 変化なし |
| 10 | ✓ | Highland Bankshares Inc. | +0.1% | +23.41% | 増加 |
| 11 | AMZN | Amazon.com INC | +0.1% | +192.31% | 増加 |
| 12 | ADBE | Adobe INC | +0.1% | +2.57% | 増加 |
| 13 | EMR | Emerson Electric Co | +0.1% | +6.71% | 増加 |
| 14 | SBUX | Starbucks CORP | +0.1% | +83.80% | 増加 |
| 15 | MKL | Markel Group INC | +0.1% | +3.08% | 増加 |
| 16 | GIS | General Mills INC | +0.1% | +17.62% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | — | 変化なし |
| 18 | CSCO | Cisco Systems INC | 0% | +0.01% | 増加 |
| 19 | NVDA | Nvidia CORP | 0% | — | 変化なし |
| 20 | LOW | Lowe's Cos INC | 0% | +0.27% | 増加 |
| 21 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 22 | LMT | Lockheed Martin CORP | 0% | — | 変化なし |
| 23 | T | At&t INC | 0% | +9.05% | 増加 |
| 24 | DOV | Dover CORP | 0% | — | 変化なし |
| 25 | KEYS | Keysight Technologies In | 0% | — | 変化なし |
| 26 | UPS | United Parcel Service-cl B | — | — | 変化なし |
| 27 | MCD | Mcdonald's CORP | — | +2.84% | 増加 |
| 28 | IBM | Intl Business Machines CORP | — | +1.86% | 増加 |
| 29 | VZ | Verizon Communications INC | 0% | +1.14% | 増加 |
| 30 | PG | Procter & Gamble Co/the | 0% | — | 変化なし |
| 31 | KMX | Carmax INC | 0% | +3.70% | 増加 |
| 32 | MMM | 3m Co | 0% | — | 変化なし |
| 33 | KO | Coca-cola Co/the | 0% | — | 変化なし |
| 34 | VUG | Vanguard Growth ETF | -0.1% | -0.20% | 減少 |
| 35 | VTV | Vanguard Value ETF | -0.1% | -0.09% | 減少 |
| 36 | MO | Altria Group INC | -0.1% | — | 変化なし |
| 37 | RMCF | Rocky Mountain Choc Fact INC | -0.1% | +19.70% | 増加 |
| 38 | PII | Polaris INC | -0.1% | +28.22% | 増加 |
| 39 | ALB | Albemarle CORP | -0.1% | +0.13% | 増加 |
| 40 | PHK | Pimco High Income Fund | -0.1% | -63.05% | 減少 |
| 41 | KHC | Kraft Heinz Co/the | -0.1% | — | 変化なし |
| 42 | D | Dominion Energy INC | -0.1% | +1.44% | 増加 |
| 43 | WTWEUR | Ww International INC | -0.2% | -64.23% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.2% | -6.23% | 減少 |
| 45 | HN9 | Hanesbrands INC | -0.2% | +10.99% | 増加 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | 新規購入 |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 50 | HDV | Ishares Core High Dividend E | — | NEW | 新規購入 |