CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 797 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 | 8.98% | +0.03% | +0.66% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 8.21% | -0.11% | +3.70% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 7.78% | +0.15% | — | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 6.01% | +0.08% | — | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 5.09% | -0.12% | — | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 4.48% | -0.08% | +6.12% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.70% | -0.11% | +19.87% | |
| 8 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 2.58% | — | -0.68% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.58% | -0.07% | -2.26% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.41% | -0.16% | -1.52% | |
| 11 | ✓ | John Rivers Ingram 2020 Grat | 股票-其他 | 1.97% | — | — | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.95% | +0.10% | +0.95% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.14% | +0.07% | -2.34% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | — | -0.12% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | -0.02% | -6.30% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.07% | +0.22% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.23% | +0.07% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | -0.01% | -6.38% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | -0.74% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -4.18% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.70% | +0.07% | +26.11% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.65% | — | +9.52% | |
| 23 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | +0.02% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.04% | +0.32% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +137.32% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | — | +12.32% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | — | -1.93% | |
| 28 | AZO | Autozone INC | 股票-周期性消费 | 0.42% | — | +0.66% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 0.41% | — | -18.49% | |
| 30 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.40% | — | -0.71% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -10.85% | |
| 32 | NOW | Servicenow INC | 股票-科技 | 0.39% | — | -1.31% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.01% | +4.25% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | +0.03% | -20.94% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.36% | — | +4.82% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | — | +22.38% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.35% | — | +34.16% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.34% | +0.07% | +0.23% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.04% | +2.74% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.33% | — | +2.32% | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.31% | — | +6.20% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.30% | +0.05% | -4.58% | |
| 43 | SYY | Sysco CORP | 股票-非周期性消费 | 0.30% | — | +0.15% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | — | -7.13% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | +8.26% | |
| 46 | FISV | Fiserv INC | 股票-其他 | 0.28% | — | -5.17% | |
| 47 | ADI | Analog Devices INC | 股票-科技 | 0.27% | — | +1.54% | |
| 48 | CCI | Crown Castle INC | 股票-房地产 | 0.26% | — | +24.08% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.26% | — | -1.89% | |
| 50 | XYZ | Block INC | 股票-金融 | 0.26% | — | +14.08% |