CIK: 0000018349
申告総資産額
$87.4億
上位200銘柄を表示中（全1439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 | 18.37% | — | -0.80% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 7.59% | -1.57% | -1.25% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.64% | -0.18% | -1.58% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.62% | +0.90% | -0.11% | |
| 5 | SYU1 | Synovus Financial CORP | 株式-その他 | 3.48% | -0.24% | +0.52% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | +0.11% | -2.88% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.29% | — | +0.80% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | +1.14% | +12.08% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.19% | — | -1.87% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.18% | — | -0.74% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.17% | — | -3.07% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.15% | +0.02% | +296.48% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.13% | -0.04% | +6.22% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.12% | — | +0.64% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.04% | +0.42% | +1.92% | |
| 16 | AFL | Aflac INC | 株式-金融 | 1.02% | — | -1.44% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.99% | — | -0.93% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.87% | — | -1.61% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | +108.31% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.82% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | — | -13.16% | |
| 22 | SO | Southern Co/the | 株式-公益事業 | 0.73% | -0.41% | -0.15% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +0.52% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -0.28% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +17.95% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.13% | +218.23% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.63% | — | -7.07% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.62% | — | +2.59% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | +0.11% | -6.95% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | +0.02% | +19.42% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | +0.15% | +0.70% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.57% | — | +0.90% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.55% | — | +9.65% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -12.38% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -3.57% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.51% | — | +2.34% | |
| 37 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.49% | — | -0.93% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.48% | — | +0.90% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | +0.30% | +1.51% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | +0.42% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | -0.02% | -49.94% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +2.54% | |
| 43 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.42% | — | -1.75% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +0.90% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | +0.04% | -25.55% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.39% | — | +49.54% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.39% | — | +5.43% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.38% | — | +27.29% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.36% | — | +10.90% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +1.44% |