CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全643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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.34% | — | +10.64% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.51% | -0.97% | +5.75% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.75% | +0.17% | +7.00% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 8.25% | -0.23% | +7.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.00% | -0.21% | -13.71% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.92% | -0.31% | +4.01% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.73% | -0.33% | +7.43% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.47% | — | +31.62% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.42% | +0.03% | +11.25% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.27% | -0.17% | +4.51% | |
| 11 | SWKS | Skyworks Solutions INC | 株式-IT | 2.14% | — | +7.72% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | -0.18% | +17.71% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.77% | — | +1.35% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.74% | — | +8.26% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | — | -6.35% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.60% | -0.10% | +12.42% | |
| 17 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.47% | — | -4.10% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.39% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.30% | -0.66% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | +0.19% | +10.97% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.03% | -9.03% | |
| 22 | RF | Regions Financial CORP | 株式-金融 | 0.53% | — | +19.31% | |
| 23 | TMK | Torchmark CORP | 株式-その他 | 0.53% | — | -55.04% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.11% | -5.95% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 0.50% | +0.03% | -0.24% | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.43% | — | +3.77% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.08% | +3.82% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | -8.69% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.36% | — | -0.51% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.36% | — | -1.86% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +1.65% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -3.16% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | -7.90% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | -6.06% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +211.73% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -14.16% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.27% | — | -19.93% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.27% | — | +4.80% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.26% | +0.60% | +1748.65% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 0.25% | — | -12.12% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | -14.69% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.24% | — | -6.50% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.23% | — | -0.00% | |
| 44 | PRA | Proassurance CORP | 株式-その他 | 0.23% | — | — | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | -18.48% | |
| 46 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.23% | — | — | |
| 47 | ✓ | Energen CORP | 株式-その他 | 0.23% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | -0.07% | -1.22% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.22% | — | -0.29% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | -0.27% |