CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全219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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.98% | — | +0.42% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 10.32% | — | +0.02% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 9.91% | — | -0.27% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.60% | -0.39% | +1.23% | |
| 5 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 3.61% | — | +0.73% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.58% | — | +7.59% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.48% | — | +9.48% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.27% | — | +2.93% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.10% | — | +13.63% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 0.98% | -0.09% | -2.19% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | +0.31% | +12.04% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | +2.44% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.81% | — | +14.69% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | — | +12.89% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | +7.90% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +8.41% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.74% | — | -0.27% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.70% | — | +7.01% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.31% | +9.34% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | +0.13% | +0.93% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | — | -1.62% | |
| 22 | VMC | Vulcan Materials Co | 株式-素材 | 0.60% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.13% | -0.70% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.06% | -1.26% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +9.16% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +13.27% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | +0.03% | +8.98% | |
| 28 | ✓ | Commerce Union Bancshares INC | 株式-その他 | 0.57% | — | -5.74% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.55% | — | +8.32% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.53% | — | +8.07% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | -1.89% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.05% | +9.23% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +10.81% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.06% | +2.47% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.44% | — | +128.49% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +8.35% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.43% | — | +5.41% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +1.32% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +0.59% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.39% | — | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | -15.54% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.38% | — | +1.46% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | +0.09% | -0.87% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | -0.67% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.36% | — | — | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +7.49% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.36% | — | -0.10% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.36% | — | -9.83% | |
| 49 | ✓ | Cbs CORP New | 株式-その他 | 0.35% | — | +0.54% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.35% | +0.14% | +2.44% |