CIK: 0000018349
申告総資産額
$87.4億
上位200銘柄を表示中（全742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 | GPN | Global Payments INC | 株式-資本財 | 18.85% | -2.20% | -1.41% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.07% | -0.18% | +0.65% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.37% | +0.90% | -4.99% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 6.01% | -1.57% | -0.14% | |
| 5 | SYU1 | Synovus Financial CORP | 株式-その他 | 3.05% | -0.24% | -1.06% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.70% | +0.13% | +11.05% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.91% | +0.04% | +10.68% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.75% | -0.04% | +3.37% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.72% | — | +2.75% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.53% | — | +70.80% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.34% | +0.42% | +1.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | +1.14% | +1.10% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | — | +37.76% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.06% | +0.12% | -5.71% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 1.04% | -0.41% | +28.49% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.00% | — | +6.15% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | +0.02% | +1.19% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +1.51% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.83% | — | +5.01% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.02% | +7.05% | |
| 21 | AFL | Aflac INC | 株式-金融 | 0.75% | — | +2.77% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | -1.13% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.61% | — | -0.70% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | +0.15% | -1.94% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | +0.30% | +0.05% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +0.97% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.55% | — | -4.53% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.55% | — | +2.67% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | +0.11% | +5.09% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.45% | — | -3.55% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | +0.04% | +6.25% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | +4.65% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.43% | — | -0.08% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | +0.11% | -6.15% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.39% | — | -0.37% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | +2.72% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | +0.04% | +2.05% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | +4.20% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.35% | — | +4.14% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.35% | — | +0.71% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | -0.25% | +0.33% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | +6.32% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.33% | +0.08% | -3.16% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.32% | — | +213.00% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.32% | — | -2.57% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +3.37% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | +0.01% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | -0.17% | +2.52% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.29% | — | -1.84% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | — | +2.87% |