CIK: 0001632105
申告総資産額
$6.8億
上位200銘柄を表示中（全248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 | 6.85% | -0.27% | -1.10% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 3.76% | +0.17% | +46.27% | |
| 3 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 3.56% | — | +6.99% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.12% | -0.07% | +3.72% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.55% | — | +18.14% | |
| 6 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 2.03% | -0.12% | -0.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | -0.03% | -0.04% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.75% | +0.24% | +15.96% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.72% | — | -0.09% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | -0.10% | +1.26% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.56% | — | -6.44% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.11% | -0.85% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.40% | — | +2.80% | |
| 14 | SO | Southern Co/the | 株式-公益事業 | 1.37% | +0.09% | +9.40% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | +0.11% | -4.91% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.15% | -0.88% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | -0.03% | -1.91% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.16% | -1.54% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | -0.10% | -1.97% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | -0.10% | +36.70% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.09% | -5.11% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | -0.05% | -1.07% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.89% | — | -2.93% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | -3.46% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.85% | -0.02% | -2.04% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | +2.98% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -2.00% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.74% | -0.04% | -4.82% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.06% | +5.60% | |
| 30 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.72% | — | -2.92% | |
| 31 | DE | Deere & Co | 株式-資本財 | 0.67% | — | -4.67% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +5.00% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | +3.23% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | +0.38% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -4.28% | |
| 36 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.62% | — | -3.23% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.62% | — | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +2.88% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.61% | -0.06% | -3.54% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | +0.67% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.05% | -1.20% | |
| 42 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.59% | — | — | |
| 43 | RF | Regions Financial CORP | 株式-金融 | 0.58% | -0.03% | -1.72% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | -1.23% | |
| 45 | ✓ | Duke Energy Corp New | 株式-その他 | 0.55% | — | -1.85% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | -0.05% | -1.62% | |
| 47 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 0.54% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +53.13% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +1.87% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +1.35% |