CIK: 0000884423
申告総資産額
$34.1億
上位200銘柄を表示中（全534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 | 5.20% | -0.29% | -1.11% | |
| 2 | PEP | Pepsico INC | 株式-生活必需品 | 3.52% | +0.14% | -0.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -1.07% | +0.83% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.17% | -0.03% | -0.24% | |
| 5 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.42% | +0.17% | -0.94% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.41% | -0.13% | +0.18% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.34% | +0.23% | +1.09% | |
| 8 | MMM | 3m Co | 株式-資本財 | 2.04% | — | -3.01% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.69% | -0.28% | +2.71% | |
| 10 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.68% | — | -3.00% | |
| 11 | UTXZ | United Tech CORP | 株式-その他 | 1.65% | — | +2.11% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.64% | -0.25% | +2.89% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.63% | — | +2.91% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.62% | — | -0.66% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.11% | +15.55% | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 1.53% | — | +0.14% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | +2.32% | |
| 18 | SYU1 | Synovus Financial CORP | 株式-その他 | 1.42% | — | -6.45% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.10% | -2.59% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | +1.12% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.31% | +0.17% | -7.25% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.28% | — | -0.09% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.28% | — | -1.54% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | -1.39% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.24% | — | +0.14% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.21% | -0.12% | +2.12% | |
| 27 | FLO | Flowers Foods INC | 株式-生活必需品 | 1.21% | — | -3.39% | |
| 28 | BCPC | Balchem CORP | 株式-素材 | 1.20% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | -0.17% | +50.78% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | — | +3.63% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | -11.44% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +0.14% | -1.46% | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.86% | — | -0.74% | |
| 34 | HUN | Huntsman CORP | 株式-素材 | 0.80% | — | +1.21% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.79% | — | +2.95% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.78% | — | +0.41% | |
| 37 | KEL | Kellanova | 株式-その他 | 0.72% | — | +0.13% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.69% | — | -7.08% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | -1.07% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | +0.99% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | -4.99% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.66% | -0.15% | -6.28% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -0.76% | |
| 44 | SAH | Sonic Automotive, Inc. | 株式-その他 | 0.62% | — | +155991.43% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +0.37% | |
| 46 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.60% | — | -1.97% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | — | +63.40% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | +6.65% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | -4.79% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | — | -0.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -1.11% | 減少 |
| 2 | SAH | Sonic Automotive, Inc. | +0.6% | +155991.43% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.5% | +50.78% | 増加 |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +0.4% | +29673.00% | 増加 |
| 5 | VV | Vanguard Large-cap ETF | +0.4% | +4406.29% | 増加 |
| 6 | ✓ | +0.4% | +597.96% | 増加 | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | — | 変化なし |
| 8 | LEN | Lennar Corp-a | +0.3% | +394.06% | 増加 |
| 9 | INN | Summit Hotel Properties INC | +0.3% | +846.70% | 増加 |
| 10 | ADNT | Adient plc | +0.3% | +57388.33% | 増加 |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +2.71% | 増加 |
| 12 | EEM | Ishares Msci Emerging Market | +0.3% | +63.40% | 増加 |
| 13 | CAT | Caterpillar INC | +0.3% | +520.72% | 増加 |
| 14 | VGK | Vanguard Ftse Europe ETF | +0.2% | +543.69% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.2% | -0.94% | 減少 |
| 16 | HUN | Huntsman CORP | +0.1% | +1.21% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +15.55% | 増加 |
| 18 | TCPA | TransCanada PipeLines Limited 6 | +0.1% | +130.77% | 増加 |
| 19 | LGF-BEUR | Lions Gate Entertainment-b | +0.1% | +11712.00% | 増加 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +2.91% | 増加 |
| 21 | O | Realty Income CORP | +0.1% | +6727.80% | 増加 |
| 22 | ABT | Abbott Laboratories | +0.1% | +13.56% | 増加 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +23.25% | 増加 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +2.89% | 増加 |
| 25 | JNJ | Johnson & Johnson | 0% | +1.09% | 増加 |
| 26 | MRK | Merck & Co. INC. | 0% | +3.63% | 増加 |
| 27 | PG | Procter & Gamble Co/the | 0% | +1.12% | 増加 |
| 28 | IVV | Ishares Core S&p 500 ETF | — | +2.32% | 増加 |
| 29 | PEP | Pepsico INC | 0% | -0.86% | 減少 |
| 30 | MSFT | Microsoft CORP | 0% | +0.83% | 増加 |
| 31 | BAC | Bank Of America CORP | -0.1% | +0.18% | 増加 |
| 32 | CSFLUSD | Centerstate Bank CORP | -0.1% | -85.62% | 減少 |
| 33 | DVY | Ishares Select Dividend ETF | -0.1% | -93.62% | 減少 |
| 34 | ACBIUSD | Atlantic Capital Bancshares | -0.2% | -12.50% | 減少 |
| 35 | FXI | Ishares China Large-cap ETF | -0.2% | -83.29% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -1.46% | 減少 |
| 37 | SYU1 | Synovus Financial CORP | -0.2% | -6.45% | 減少 |
| 38 | SCHF | Schwab Intl Equity ETF | -0.2% | -52.23% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.2% | -0.66% | 減少 |
| 40 | QCOM | Qualcomm INC | -0.3% | +2.12% | 増加 |
| 41 | MGK | Vanguard Mega Cap Growth ETF | -0.3% | -91.07% | 減少 |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.3% | -67.29% | 減少 |
| 43 | VPL | Vanguard Ftse Pacific ETF | -0.4% | -98.70% | 減少 |
| 44 | WFC | Wells Fargo & Co | -0.4% | -42.11% | 減少 |
| 45 | MDLZ | Mondelez International Inc-a | -0.4% | -53.69% | 減少 |
| 46 | SON | Sonoco Products Co | — | EXIT | 全売却 |
| 47 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 48 | SUN | Sunoco LP | — | EXIT | 全売却 |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 50 | LION | Lionsgate Studios Corp. | — | EXIT | 全売却 |