CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 1010 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSS | Total System Services INC | 股票-其他 | 17.30% | — | -0.96% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 10.89% | -1.57% | -0.39% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.82% | -0.18% | +6.04% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.48% | +0.90% | +2.15% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 4.78% | -0.24% | -0.40% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.70% | — | -1.64% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | +0.11% | -15.29% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.37% | +0.02% | +0.36% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.33% | — | +3.79% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.32% | — | +4.80% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | +1.14% | +81.19% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.18% | — | +1.77% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.12% | — | +4.00% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.10% | -0.04% | +0.88% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 1.07% | -0.41% | +1.10% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | — | +48.64% | |
| 17 | IEV | Ishares Europe ETF | ETF-其他 | 0.96% | — | +2.29% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.92% | — | +1.79% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.83% | — | +15.16% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.83% | — | -32.26% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | +0.11% | +0.97% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | — | +3.25% | |
| 23 | T | At&t INC | 股票-通信服务 | 0.71% | — | +2.79% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | -3.64% | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.64% | — | +4.97% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -1.79% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | -2.52% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.61% | — | -1.69% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | +0.42% | -4.30% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.59% | +0.04% | +29.14% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.59% | — | +14.37% | |
| 32 | GIS | General Mills INC | 股票-非周期性消费 | 0.52% | — | -0.89% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.51% | — | -63.33% | |
| 34 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.51% | — | +0.96% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | +714.24% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | — | +0.26% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.15% | -6.67% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.44% | — | -1.65% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | -0.40% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.25% | +18.46% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | +5.53% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.40% | — | -14.42% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.39% | — | -18.62% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | -2.64% | |
| 45 | ✓ | Guggenheim BulletShares 2016 H | 股票-其他 | 0.38% | — | +1.44% | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.38% | — | +0.64% | |
| 47 | GOOG | Alphabet A | 股票-通信服务 | 0.37% | — | +5.91% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.37% | — | -6.80% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.36% | — | -0.40% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.35% | — | -3.94% |