CIK: 0000018349
申告総資産額
$87.4億
上位200銘柄を表示中(全1011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 | TSS | Total System Services INC | 株式-その他 | 15.52% | — | +0.03% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 10.33% | -1.57% | -3.27% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.87% | -0.18% | +2.10% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.52% | +0.90% | +1.37% | |
| 5 | SYU1 | Synovus Financial CORP | 株式-その他 | 4.83% | -0.24% | -0.17% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.76% | +0.11% | +6.36% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.67% | — | +2.03% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.48% | — | +0.09% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.45% | +0.02% | +3.72% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.36% | — | +0.18% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.36% | — | +0.09% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.30% | — | +5.62% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.27% | — | +2.40% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.20% | -0.04% | +2.99% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.11% | — | +2.28% | |
| 16 | IEV | Ishares Europe ETF | ETF-その他 | 1.00% | — | +102.69% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 0.96% | -0.41% | +1.52% | |
| 18 | AFL | Aflac INC | 株式-金融 | 0.94% | — | -10.40% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.73% | +0.11% | +2.71% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.73% | — | -2.79% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | -1.62% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +0.82% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | +4.11% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | +1.14% | -4.78% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.66% | — | +38.32% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | +6.85% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.63% | — | +2.55% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -2.87% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.60% | +0.42% | -4.02% | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.60% | — | -4.84% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | — | +373.90% | |
| 32 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.52% | — | +3.90% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | +0.15% | -0.51% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +0.10% | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.51% | — | -8.57% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.49% | — | +2.26% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | -4.58% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | -0.59% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.45% | — | +0.64% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | +0.04% | +9.53% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | -0.65% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.43% | — | -1.20% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +7.39% | |
| 44 | ✓ | Guggenheim BulletShares 2016 H | 株式-その他 | 0.37% | — | +2.00% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -0.84% | |
| 46 | ✓ | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.35% | — | +1.98% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.35% | — | +1.98% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | — | -1.27% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +0.63% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.33% | — | +0.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSS | Total System Services INC | +1.2% | +0.03% | 増加 |
| 2 | IEV | Ishares Europe ETF | +0.5% | +102.69% | 増加 |
| 3 | EEM | Ishares Msci Emerging Market | +0.5% | +373.90% | 増加 |
| 4 | SYU1 | Synovus Financial CORP | +0.4% | -0.17% | 減少 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +38.32% | 増加 |
| 6 | AIG | American International Group | +0.1% | +88.99% | 増加 |
| 7 | IWD | Ishares Russell 1000 Value E | +0.1% | +2.10% | 増加 |
| 8 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.36% | 増加 |
| 9 | V | Visa Inc-class A Shares | +0.1% | +54.26% | 増加 |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +8870.67% | 増加 |
| 11 | VFC | Vf CORP | +0.1% | +78.03% | 増加 |
| 12 | AEP | American Electric Power Company, Inc. | +0.1% | +2.55% | 増加 |
| 13 | PNC | Pnc Financial Services Group | +0.1% | +733.68% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.51% | 減少 |
| 15 | ✓ | Energen CORP | +0.1% | +145.07% | 増加 |
| 16 | WFC | Wells Fargo & Co | 0% | +11.74% | 増加 |
| 17 | LLY | Eli Lilly & Co | 0% | +0.21% | 増加 |
| 18 | TSN | Tyson Foods Inc-cl A | 0% | +42307.78% | 増加 |
| 19 | GILD | Gilead Sciences INC | 0% | +0.22% | 増加 |
| 20 | MGA | Magna International INC | 0% | +5189.59% | 増加 |
| 21 | T | At&t INC | 0% | -2.79% | 減少 |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | +1.37% | 増加 |
| 23 | AAPL | Apple INC | 0% | +2.99% | 増加 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.62% | 増加 |
| 25 | BBBYEUR | 20230930-dk-butterfly-1 INC | 0% | -42.63% | 減少 |
| 26 | AXP | American Express Co | 0% | -29.77% | 減少 |
| 27 | ✓ | TotalEnergies SE | 0% | -99.67% | 減少 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -52.35% | 減少 |
| 29 | CVX | Chevron CORP | -0.1% | -0.59% | 減少 |
| 30 | DVY | Ishares Select Dividend ETF | -0.1% | -4.58% | 減少 |
| 31 | SO | Southern Co/the | -0.1% | +1.52% | 増加 |
| 32 | GIS | General Mills INC | -0.1% | -8.57% | 減少 |
| 33 | CYH | Community Health Systems INC | -0.1% | -95.14% | 減少 |
| 34 | VNQ | Vanguard Real Estate ETF | -0.1% | +4.11% | 増加 |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +2.03% | 増加 |
| 36 | ✓ | Ishares Core High Dividend ETF | -0.1% | -99.50% | 減少 |
| 37 | QCOM | Qualcomm INC | -0.1% | -44.97% | 減少 |
| 38 | MAT | Mattel INC | -0.1% | -70.44% | 減少 |
| 39 | IYR | Ishares US Real Estate ETF | -0.1% | -4.84% | 減少 |
| 40 | AFL | Aflac INC | -0.2% | -10.40% | 減少 |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -74.66% | 減少 |
| 42 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | -0.4% | -94.36% | 減少 |
| 43 | XLK | Ss Technology Select Sector | -0.5% | -69.73% | 減少 |
| 44 | KO | Coca-cola Co/the | -0.8% | -3.27% | 減少 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | ✓ | Gencorp INC | — | EXIT | 全売却 |
| 48 | AJRDEUR | Aerojet Rocketdyne Holdings | — | NEW | 新規購入 |
| 49 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | 新規購入 |