CIK: 0001691804
申告総資産額
$10.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.37% | — | +137.16% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 10.05% | — | +172.00% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.28% | — | -30.10% | |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 4.32% | — | +102.43% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 4.31% | — | +1180.28% | |
| 6 | ✓ | Energen CORP | 株式-その他 | 3.73% | — | -40.27% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.37% | — | +1408.99% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.26% | — | +362.94% | |
| 9 | SO | Southern Co/the | 株式-公益事業 | 3.11% | — | — | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.42% | — | +797.40% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.13% | — | -50.15% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.81% | — | +1590.71% | |
| 13 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.73% | — | +106.87% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.69% | — | +12.84% | |
| 15 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.48% | — | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.37% | — | +111.19% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.17% | — | +106.65% | |
| 18 | TMK | Torchmark CORP | 株式-その他 | 1.16% | — | — | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.05% | — | -60.52% | |
| 20 | TSS | Total System Services INC | 株式-その他 | 1.03% | — | -48.32% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.00% | — | +409.28% | |
| 22 | ✓ | National Commerce CORP | 株式-その他 | 0.92% | — | +249.87% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | — | +53.41% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.90% | — | +282.56% | |
| 25 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.82% | — | -50.42% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.77% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | +239.63% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.66% | — | -47.97% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | — | +313.96% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | -16.86% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.58% | — | -48.15% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +5.42% | |
| 33 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.53% | — | +49.86% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | +90.85% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +217.74% | |
| 36 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.49% | — | +57.26% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | — | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.46% | — | — | |
| 39 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.46% | — | +1.15% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +115.92% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | — | |
| 43 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | — | +48.06% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.37% | — | -41.17% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.36% | — | +91.23% | |
| 47 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.35% | — | — | |
| 48 | LUV | Southwest Airlines Co | 株式-資本財 | 0.35% | — | +104.00% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | — | |
| 50 | MAIN | Main Street Capital CORP | 株式-金融 | 0.35% | — | +71.85% |