CIK: 0000018349
申告総資産額
$87.4億
上位200銘柄を表示中（全821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 | 14.54% | -2.20% | -0.97% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 7.89% | -1.57% | -0.75% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.51% | -0.18% | -42.27% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.56% | +0.90% | -47.79% | |
| 5 | SYU1 | Synovus Financial CORP | 株式-その他 | 3.08% | -0.24% | -0.07% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.61% | -0.04% | -18.16% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.28% | +0.42% | -19.82% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.01% | +0.13% | -29.17% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.88% | +0.12% | +0.43% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | +1.14% | -16.32% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 1.59% | -0.41% | -6.84% | |
| 12 | AFL | Aflac INC | 株式-金融 | 1.37% | — | -4.29% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.16% | +0.02% | -2.95% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.08% | +0.12% | +1.61% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | -13.72% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | -0.25% | -19.91% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | +0.02% | -17.99% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.85% | +0.08% | +0.20% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.81% | +0.64% | -15.80% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | -0.02% | -0.28% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | +0.30% | -18.88% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | +0.15% | -20.80% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | +0.04% | -74.96% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | +0.04% | -4.49% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.59% | — | +3.26% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -8.10% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | -11.96% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | +0.11% | -22.74% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -18.28% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -24.88% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -16.33% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | -15.53% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | -0.17% | -15.34% | |
| 34 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.40% | — | -19.92% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.39% | — | -17.74% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.38% | — | -3.75% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.37% | +0.34% | -36.17% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -4.30% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | -6.91% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | +0.12% | -18.12% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | -23.08% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.31% | — | +17.12% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | +0.30% | +7.72% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | +0.04% | -27.20% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.30% | — | -8.13% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | -10.63% | |
| 47 | VFH | Vanguard Financials ETF | ETF-その他 | 0.30% | — | +1.46% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +0.99% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.29% | — | -15.75% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -3.34% |