CIK: 0000018349
申告総資産額
$87.4億
上位200銘柄を表示中(全842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 | 10.99% | -2.20% | -8.50% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 9.16% | -0.18% | -2.36% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.75% | +0.90% | -0.61% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 5.93% | -1.57% | -11.50% | |
| 5 | SYU1 | Synovus Financial CORP | 株式-その他 | 2.81% | -0.24% | -8.26% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.28% | +0.13% | +6.25% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.17% | -0.04% | -5.12% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.09% | +0.04% | +0.10% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.71% | +0.42% | -1.48% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.59% | — | -6.97% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.53% | — | +0.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | +1.14% | +8.38% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.41% | — | +1.33% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | +0.12% | +6.05% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 1.33% | -0.41% | +12.81% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.18% | — | +3.40% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.06% | — | +3.38% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | +0.02% | +19.26% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.96% | — | +0.12% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | +0.02% | +1.21% | |
| 21 | AFL | Aflac INC | 株式-金融 | 0.86% | — | -2.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | +0.30% | +4.95% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | -0.10% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -9.41% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | — | -12.86% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.55% | — | +1.27% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -6.12% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | +0.15% | -3.85% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.25% | -4.86% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.47% | — | -3.81% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | -4.59% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | +0.04% | +0.79% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.42% | -0.14% | +232.48% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | +0.11% | -3.61% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | -0.49% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.37% | +0.64% | -0.79% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | -9.54% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.36% | — | -0.33% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | -0.17% | -2.32% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.35% | — | -2.14% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | -6.50% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -10.14% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.34% | — | -4.50% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.34% | — | +1.35% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -6.62% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.32% | — | -1.78% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.32% | +0.08% | +0.96% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | -13.70% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.31% | — | -3.19% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | -2.07% |