CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全441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 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 21.27% | — | +0.19% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 21.02% | — | -0.52% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 18.14% | -0.39% | +0.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.54% | — | +28.44% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.79% | — | -14.85% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.75% | +0.14% | -4.10% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.65% | — | -80.96% | |
| 8 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 1.61% | — | -17.42% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.56% | — | +4.84% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | -5.07% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.17% | -0.09% | +1.49% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.03% | — | +1.13% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | — | -0.78% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.89% | — | +200.40% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.87% | +0.13% | +56.99% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | +0.31% | — | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.81% | — | +139.74% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.06% | +2.10% | |
| 19 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | +25.41% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | +3.89% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.61% | — | -4.07% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | — | +141.12% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.53% | — | +2.46% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +5.56% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.50% | — | +120.74% | |
| 26 | PRA | Proassurance CORP | 株式-その他 | 0.44% | — | — | |
| 27 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.43% | — | +0.23% | |
| 28 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 0.42% | — | — | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.41% | — | +107.88% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.40% | — | -70.16% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | -62.40% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.13% | -12.80% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | -0.50% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.33% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.33% | — | +12.56% | |
| 36 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.27% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +11.02% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.05% | +14.52% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | +10.00% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.22% | +0.07% | +6.98% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.20% | -0.14% | +6.64% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | +5.12% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.19% | — | +26.11% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.19% | — | +4.51% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | +120.81% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | +4.66% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -14.31% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.17% | — | +1.37% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | -0.12% | — | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.16% | — | +10.65% |