CIK: 0001568787
申告総資産額
$134.0億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 19.93% | — | +2.27% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 14.13% | — | -0.23% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 12.99% | — | +0.26% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 10.92% | -0.39% | +0.41% | |
| 5 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 4.59% | — | +535.88% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.96% | — | +9.11% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.96% | — | +573.98% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.85% | — | +12.16% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | +0.31% | +11.57% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | +2.11% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.01% | — | +0.88% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.00% | +0.13% | -0.83% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | — | +10.82% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | +0.70% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.93% | — | +11.38% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | +13.54% | |
| 17 | ✓ | Commerce Union Bancshares INC | 株式-その他 | 0.80% | — | -0.50% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | -6.83% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.06% | +2.09% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +2.51% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | — | +13.87% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.58% | — | — | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.57% | — | +14.39% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.56% | — | -3.77% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 0.55% | — | +2.96% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.55% | -0.09% | -1.64% | |
| 27 | VMC | Vulcan Materials Co | 株式-素材 | 0.51% | — | +400.14% | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.47% | — | -10.59% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.47% | +0.14% | +1.89% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.41% | — | +302.04% | |
| 31 | PRA | Proassurance CORP | 株式-その他 | 0.41% | — | — | |
| 32 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.41% | — | -3.83% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.31% | +80.05% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | +13.79% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.36% | — | -5.10% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.36% | — | +12.49% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +0.10% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.13% | +13.94% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.33% | — | +1.80% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.33% | — | +27.06% | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.31% | — | +47.23% | |
| 42 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 0.30% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +42.99% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.05% | +12.17% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | — | +6.63% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +18.31% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | — | +5.02% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | +0.03% | +68.24% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | +86.25% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.20% | — | +2.01% |