CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全607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 | 5.46% | -0.30% | -3.33% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 4.42% | — | +11.46% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.15% | -0.03% | -1.18% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.60% | -0.93% | -2.95% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | +0.11% | -2.11% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.92% | +0.22% | +1811.14% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | -0.77% | -3.50% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.62% | — | +32.59% | |
| 9 | HWC | Hancock Whitney CORP | 株式-金融 | 1.60% | — | +0.02% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.49% | +0.23% | -5.18% | |
| 11 | CSL | Carlisle Cos INC | 株式-資本財 | 1.33% | — | -5.27% | |
| 12 | MET | Metlife INC | 株式-金融 | 1.29% | — | -3.02% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.21% | +0.06% | +9.73% | |
| 14 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.09% | — | +3.53% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.08% | +0.13% | -2.63% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.06% | — | +4.03% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.31% | -20.06% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | — | -2.51% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.25% | -3.88% | |
| 20 | POOL | Pool CORP | 株式-資本財 | 0.90% | — | -3.37% | |
| 21 | RF | Regions Financial CORP | 株式-金融 | 0.89% | — | -3.85% | |
| 22 | COP | Conocophillips | 株式-エネルギー | 0.87% | — | -34.53% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.87% | — | -2.56% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | — | -2.98% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | -3.61% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -6.98% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.79% | +0.02% | -3.68% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.77% | — | -3.85% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.76% | — | -2.36% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | +40.35% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.20% | -26.98% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -3.57% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.69% | — | -2.94% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.67% | — | -5.61% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | -4.74% | |
| 36 | PGR | Progressive CORP | 株式-金融 | 0.63% | — | +2245.03% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | -2.00% | |
| 38 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 0.62% | — | -3.54% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.60% | — | -3.30% | |
| 40 | KNX | Knight-swift Transportation | 株式-資本財 | 0.59% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | — | +26.45% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.58% | +0.19% | -3.33% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.58% | — | +310.11% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.57% | — | -2.24% | |
| 45 | FDS | Factset Research Systems INC | 株式-金融 | 0.55% | — | +150.80% | |
| 46 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.55% | — | — | |
| 47 | AMG | Affiliated Managers Group | 株式-金融 | 0.54% | — | -1.78% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | +3.37% | |
| 49 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.53% | — | +16.53% | |
| 50 | WY | Weyerhaeuser Co | 株式-不動産 | 0.52% | — | -16.76% |