CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 831 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 | 8.85% | +0.03% | +0.64% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.94% | -0.11% | +4.89% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 7.83% | +0.15% | — | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 6.04% | +0.08% | -2.46% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 5.11% | -0.12% | — | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 4.47% | -0.08% | -16.12% | |
| 7 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 3.06% | — | -1.55% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.62% | -0.07% | -2.26% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.35% | -0.16% | +2.61% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.28% | -0.11% | +440.93% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.01% | +0.10% | +1.40% | |
| 12 | ✓ | John Rivers Ingram 2020 Grat | 股票-其他 | 1.83% | — | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.13% | -0.02% | +0.54% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | — | +2.65% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | +0.07% | +1.50% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | -0.07% | +1.60% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.23% | -2.04% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.89% | -0.01% | +9.73% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +6.04% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | +3.28% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | -3.13% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.04% | -1.35% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -1.22% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | +0.07% | -3.11% | |
| 25 | NFLX | Netflix INC | 股票-通信服务 | 0.48% | -0.10% | +0.05% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.47% | +0.03% | +1.83% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +5.34% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | — | +2.62% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 0.45% | — | +8.99% | |
| 30 | NOW | Servicenow INC | 股票-科技 | 0.44% | — | -12.51% | |
| 31 | AZO | Autozone INC | 股票-周期性消费 | 0.41% | — | +2.25% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | +33.13% | |
| 33 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.39% | — | -2.35% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | +0.01% | +14.16% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -7.07% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.34% | +0.07% | +3.82% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | +0.05% | +4.93% | |
| 38 | SE | Sea Ltd-adr | 股票-通信服务 | 0.33% | — | +0.03% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.32% | — | +68.29% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | +0.04% | +0.09% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | — | -2.80% | |
| 42 | FDX | Fedex CORP | 股票-工业 | 0.31% | — | +3.78% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.30% | — | +35.65% | |
| 44 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.30% | — | — | |
| 45 | FISV | Fiserv INC | 股票-其他 | 0.29% | — | -0.78% | |
| 46 | ✓ | Western Asset Fds INC | 股票-其他 | 0.28% | — | -54.05% | |
| 47 | SYY | Sysco CORP | 股票-非周期性消费 | 0.27% | — | +27.72% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | +2.38% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.27% | — | +1.19% | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.26% | — | +1.64% |