CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 788 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.68% | +0.03% | +2.30% | |
| 2 | ✓ | Intl- Acadian - Com | 股票-其他 | 8.26% | +0.15% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.23% | -0.11% | +5.98% | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 6.83% | +0.08% | — | |
| 5 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 5.63% | -0.08% | — | |
| 6 | LAZ | Lazard, Inc. | 股票-金融 | 5.63% | -0.12% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | -0.07% | -1.11% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.20% | — | +0.10% | |
| 9 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 2.16% | — | -0.29% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.16% | +0.10% | +2.97% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.16% | -1.17% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.10% | -0.02% | -4.42% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | -0.07% | +2.51% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | — | -1.46% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.00% | +0.07% | +0.09% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | +0.23% | +0.80% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | -0.01% | -7.85% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +0.38% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -4.98% | |
| 20 | ✓ | Western Asset Fds INC | 股票-其他 | 0.69% | — | -2.07% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.04% | +20.67% | |
| 22 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.65% | — | +0.03% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +219.89% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | — | +4.43% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 0.54% | — | -5.39% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.53% | -0.10% | -0.74% | |
| 27 | NOW | Servicenow INC | 股票-科技 | 0.53% | — | +0.19% | |
| 28 | SE | Sea Ltd-adr | 股票-通信服务 | 0.52% | — | -0.34% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | -1.67% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | — | -20.57% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.46% | -0.11% | +323.99% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.46% | — | -0.37% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | +0.07% | -7.38% | |
| 34 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.42% | — | -9.89% | |
| 35 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.41% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | — | -1.04% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | +0.03% | +298.48% | |
| 38 | AZO | Autozone INC | 股票-周期性消费 | 0.35% | — | +1.81% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | -5.11% | |
| 40 | XYZ | Block INC | 股票-金融 | 0.33% | — | +1.65% | |
| 41 | FISV | Fiserv INC | 股票-其他 | 0.33% | — | +23.26% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | +0.04% | -7.22% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.32% | — | -0.06% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.01% | -25.42% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | +0.05% | -4.55% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | -1.36% | |
| 47 | ADI | Analog Devices INC | 股票-科技 | 0.28% | — | +10.14% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.27% | — | +1.94% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.26% | — | +18.55% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.26% | — | +2.84% |