CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 768 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 | 9.53% | +0.03% | -4.08% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.07% | -0.11% | -0.32% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 6.76% | +0.15% | — | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 5.65% | +0.08% | — | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 5.14% | -0.12% | — | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 4.37% | -0.08% | — | |
| 7 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 2.77% | — | -0.32% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.73% | -0.07% | +2.26% | |
| 9 | ✓ | John Rivers Ingram 2020 Grat | 股票-其他 | 2.58% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.52% | -0.16% | +1.11% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.36% | -0.11% | -4.72% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.13% | +0.10% | +9.52% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.31% | +0.07% | -1.89% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.14% | -0.02% | +0.39% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | — | +5.50% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | -0.01% | -3.71% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | -0.07% | +1.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.23% | +1868.91% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | +0.07% | -1.29% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | — | +6.33% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -6.02% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | -3.59% | |
| 23 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.65% | — | +0.03% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | +0.04% | -2.78% | |
| 25 | AZO | Autozone INC | 股票-周期性消费 | 0.60% | — | -0.61% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -0.14% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -12.64% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -1.60% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | +0.01% | -3.15% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | — | -5.16% | |
| 31 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.40% | — | -1.25% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | -7.74% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.36% | +0.07% | +7.45% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.36% | — | +209.59% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.36% | — | +83.74% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +0.79% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.33% | — | -4.04% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | +0.04% | +1993.29% | |
| 39 | AON | Aon plc | 股票-金融 | 0.31% | — | +80.70% | |
| 40 | OSH3USD | Oak Street Health INC | 股票-其他 | 0.30% | — | — | |
| 41 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.30% | — | +0.83% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.30% | -0.18% | +3.27% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.29% | — | +5.93% | |
| 44 | ✓ | Tortoise Commingled Mlp Fund, LLC | 股票-其他 | 0.29% | — | +0.17% | |
| 45 | NOW | Servicenow INC | 股票-科技 | 0.29% | — | -12.92% | |
| 46 | FISV | Fiserv INC | 股票-其他 | 0.28% | — | -3.44% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.28% | — | +7.84% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.28% | — | +5.35% | |
| 49 | ADI | Analog Devices INC | 股票-科技 | 0.28% | — | -2.64% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | +7.52% |