CIK: 0001299939
申告総資産額
$17.1億
上位200銘柄を表示中（全336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 | MUSA | Murphy USA INC | 株式-一般消費財 | 10.02% | +0.02% | — | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 5.85% | +0.01% | -1.72% | |
| 3 | MUR | Murphy Oil CORP | 株式-エネルギー | 5.62% | +0.18% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.35% | -0.36% | -5.81% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.95% | +0.09% | -0.99% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.16% | — | +0.77% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.98% | -0.13% | +0.16% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.90% | +0.05% | -0.28% | |
| 9 | CADE | Cadence Bank | 株式-その他 | 1.73% | +0.43% | +39.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | +0.01% | -0.06% | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 1.57% | +0.33% | +0.28% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 1.54% | +0.14% | +0.73% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.48% | +0.05% | -0.36% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.45% | — | +0.75% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.26% | +0.08% | +0.32% | |
| 16 | PRU | Prudential Financial INC | 株式-金融 | 1.20% | +0.02% | +1.11% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | — | -2.14% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | +0.09% | +1.47% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.95% | +0.07% | +1.69% | |
| 20 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.94% | — | +2.14% | |
| 21 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.91% | — | +1.77% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | +0.05% | -6.19% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | +17.13% | |
| 24 | EOG | Eog Resources INC | 株式-エネルギー | 0.88% | — | +1.16% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.86% | — | -0.97% | |
| 26 | EXE | Expand Energy CORP | 株式-エネルギー | 0.80% | — | +0.23% | |
| 27 | FDX | Fedex CORP | 株式-資本財 | 0.78% | +0.09% | +0.13% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | +0.11% | +0.55% | |
| 29 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.75% | -0.42% | EXIT | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.74% | — | -1.20% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | -5.80% | |
| 32 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.74% | — | +2.83% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | +0.57% | +1.47% | |
| 34 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.70% | — | +1.03% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | — | +1.63% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.17% | -5.46% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | — | -3.30% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.66% | -0.32% | +1.36% | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 0.62% | — | +69.09% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | +0.07% | -8.66% | |
| 41 | BEN | Franklin Resources INC | 株式-金融 | 0.57% | — | +1.24% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -1.03% | |
| 43 | ORI | Old Republic Intl CORP | 株式-金融 | 0.53% | — | -18.23% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +3.21% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | — | -0.63% | |
| 46 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.52% | — | +102.46% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.51% | — | -1.96% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.47% | — | +1528.09% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | — | -0.90% | |
| 50 | FHI | Federated Hermes INC | 株式-金融 | 0.45% | — | +0.51% |