CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全213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 | 14.47% | — | +2.01% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 10.72% | — | +2.07% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 10.00% | — | +1.55% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.53% | -0.39% | +0.91% | |
| 5 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 3.71% | — | +17.07% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.39% | — | +5.70% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.41% | — | +6.56% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.27% | — | +47.65% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.01% | — | +99.35% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 0.94% | -0.09% | +107.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | +0.31% | +1.73% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +80.18% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.77% | — | +6.43% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.76% | — | +214.42% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | — | +9.81% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.74% | — | +7.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | +5.02% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | +9.19% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.13% | -3.89% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | — | +268.43% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.31% | +133.03% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.13% | +194.86% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.06% | +46.91% | |
| 24 | VMC | Vulcan Materials Co | 株式-素材 | 0.59% | — | +72.28% | |
| 25 | ✓ | Commerce Union Bancshares INC | 株式-その他 | 0.57% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +2.53% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | — | +19.70% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | +339.29% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | +670.10% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | +0.03% | +202.54% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +98.09% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.48% | — | +9.77% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.05% | +121.71% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +155.11% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.43% | — | +93.18% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +174.31% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +512.86% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.06% | +252.57% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.41% | — | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | +314.10% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.40% | — | +590.14% | |
| 42 | ✓ | Cbs CORP New | 株式-その他 | 0.40% | — | — | |
| 43 | ✓ | Energen CORP | 株式-その他 | 0.39% | — | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.39% | — | -1.58% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.38% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | +0.09% | — | |
| 47 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.38% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +88.83% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.36% | — | -84.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.4% | +99.35% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.4% | +670.10% | 増加 |
| 3 | AEP | American Electric Power Company, Inc. | +0.4% | +214.42% | 増加 |
| 4 | WFC | Wells Fargo & Co | +0.4% | +268.43% | 増加 |
| 5 | ORCL | Oracle CORP | +0.4% | +107.57% | 増加 |
| 6 | IWD | Ishares Russell 1000 Value E | +0.4% | +339.29% | 増加 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.3% | +512.86% | 増加 |
| 8 | AXP | American Express Co | +0.3% | +590.14% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +194.86% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.3% | +133.03% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +202.54% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.3% | +252.57% | 増加 |
| 13 | BAC | Bank Of America CORP | +0.3% | +314.10% | 増加 |
| 14 | IBM | Intl Business Machines CORP | +0.3% | +427.81% | 増加 |
| 15 | V | Visa Inc-class A Shares | +0.2% | +174.31% | 増加 |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +155.11% | 増加 |
| 17 | VB | Vanguard Small-cap ETF | +0.2% | +80.18% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.2% | +121.71% | 増加 |
| 19 | PM | Philip Morris International | +0.2% | +154.05% | 増加 |
| 20 | KO | Coca-cola Co/the | +0.2% | +98.09% | 増加 |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | +47.65% | 増加 |
| 22 | VMC | Vulcan Materials Co | +0.1% | +72.28% | 増加 |
| 23 | VEA | Vanguard Ftse Developed ETF | -0.6% | +5.70% | 増加 |
| 24 | SFBS | Servisfirst Bancshares INC | -0.9% | +17.07% | 増加 |
| 25 | VUG | Vanguard Growth ETF | -2.4% | +0.91% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | -2.6% | -84.10% | 減少 |
| 27 | VOT | Vanguard Mid-cap Growth ETF | -3% | +1.55% | 増加 |
| 28 | VOE | Vanguard Mid-cap Value ETF | -3.4% | +2.07% | 増加 |
| 29 | AGG | Ishares Core U.s. Aggregate | -5.5% | +2.01% | 増加 |
| 30 | ✓ | Cbs CORP New | — | NEW | 新規購入 |
| 31 | ✓ | Energen CORP | — | NEW | 新規購入 |
| 32 | MMM | 3m Co | — | NEW | 新規購入 |
| 33 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 34 | GT | Goodyear Tire & Rubber Co | — | NEW | 新規購入 |
| 35 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 36 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 37 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 38 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 39 | WHR | Whirlpool CORP | — | NEW | 新規購入 |
| 40 | HSY | Hershey Co/the | — | NEW | 新規購入 |
| 41 | NOVEUR | National Oilwell Varco INC | — | NEW | 新規購入 |
| 42 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 43 | HAL | Halliburton Co | — | NEW | 新規購入 |
| 44 | DE | Deere & Co | — | NEW | 新規購入 |
| 45 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 46 | QRVO | Qorvo INC | — | NEW | 新規購入 |
| 47 | DUK | Du Pont E I De Nemour&Co | — | NEW | 新規購入 |
| 48 | ACIW | Aci Worldwide INC | — | NEW | 新規購入 |
| 49 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 50 | XLK | Ss Technology Select Sector | — | NEW | 新規購入 |