CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全618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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.74% | -0.03% | +42.85% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.53% | -0.30% | -2.19% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.88% | — | -3.91% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.29% | -0.93% | -1.80% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.79% | — | +4.44% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.69% | -0.77% | -1.53% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | +0.23% | +7.17% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.56% | — | +143.16% | |
| 9 | HWC | Hancock Whitney CORP | 株式-金融 | 1.52% | — | -0.09% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | +0.22% | -8.07% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | +0.11% | -7.71% | |
| 12 | MET | Metlife INC | 株式-金融 | 1.36% | — | -1.97% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | +0.13% | -0.99% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | — | +33.67% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.19% | +0.06% | -1.02% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.16% | — | +11.40% | |
| 17 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.11% | — | -2.10% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.31% | -1.58% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.25% | -0.22% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | -0.67% | |
| 21 | CSL | Carlisle Cos INC | 株式-資本財 | 0.99% | — | -1.95% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.95% | — | +53.17% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | +0.32% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | +51.54% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 0.88% | — | -2.75% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -5.91% | |
| 27 | RF | Regions Financial CORP | 株式-金融 | 0.84% | — | -2.67% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +20.11% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.20% | -6.17% | |
| 30 | POOL | Pool CORP | 株式-資本財 | 0.74% | — | -4.13% | |
| 31 | AMG | Affiliated Managers Group | 株式-金融 | 0.71% | — | +2.41% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.65% | — | -15.03% | |
| 33 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.65% | — | -6.98% | |
| 34 | PGR | Progressive CORP | 株式-金融 | 0.64% | — | +0.69% | |
| 35 | AMAT | Applied Materials INC | 株式-IT | 0.62% | +0.19% | -1.38% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | — | +66.95% | |
| 37 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.59% | — | -6.04% | |
| 38 | AES | Aes CORP | 株式-公益事業 | 0.59% | — | +53.98% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.58% | — | +2.71% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | +200.69% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.56% | +0.14% | +48.03% | |
| 42 | TMUS | T-mobile US INC | 株式-通信サービス | 0.55% | — | -1.69% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.55% | — | -1.05% | |
| 44 | KNX | Knight-swift Transportation | 株式-資本財 | 0.54% | — | -5.02% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | -2.11% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.54% | — | -19.52% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.52% | +0.12% | -7.80% | |
| 48 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.51% | — | -1.61% | |
| 49 | AZO | Autozone INC | 株式-一般消費財 | 0.50% | — | -0.42% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +30.41% |