CIK: 0000018349
申报总市值
US$87.4亿
仅显示前 200 大持股（共 1289 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 | 18.50% | — | -1.14% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.67% | -0.18% | +2.05% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.67% | +0.90% | +2.96% | |
| 4 | KO | Coca-cola Co/the | 股票-非周期性消费 | 6.62% | -1.57% | -0.41% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 5.27% | -0.24% | -0.11% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.08% | +0.11% | -8.18% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.63% | — | +5.31% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.42% | — | +7.17% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.30% | — | +7.12% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.29% | — | +35.62% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.21% | +0.02% | +1.04% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.17% | -0.04% | -0.60% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.14% | — | -1.27% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.11% | — | +20.46% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.07% | — | +4.05% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.95% | — | -4.73% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | +0.42% | +1.73% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.91% | — | -2.53% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | +1.14% | -20.30% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.74% | — | — | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 0.74% | -0.41% | -0.03% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | +1.85% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.71% | — | +4.20% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.61% | — | +5.69% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | -0.14% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | -59.47% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | +0.11% | +4.52% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.57% | — | +0.25% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.15% | +1.06% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | -0.24% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.51% | — | +7.99% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | +0.02% | +2.69% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.50% | — | +2.46% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.50% | +0.04% | -6.81% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.48% | — | +60624.11% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | +0.30% | +1.95% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | — | +1.11% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | +52.35% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | -0.02% | +7.09% | |
| 40 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.44% | — | -0.04% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | +3.50% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +3.69% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | -0.43% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.39% | — | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | — | +2.35% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.37% | — | -1.56% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.33% | — | -11.41% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | — | +4.45% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.30% | — | -13.76% | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.30% | — | — |