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 | 10.06% | +0.03% | +3.74% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.27% | -0.11% | -4.30% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.71% | +0.15% | — | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 4.64% | +0.08% | -3.69% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 4.59% | -0.12% | -1.96% | |
| 6 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 3.58% | — | -0.09% | |
| 7 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 3.33% | -0.08% | -4.94% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.11% | -0.16% | -1.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.01% | -0.07% | +0.07% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | — | +22.85% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.06% | +0.10% | +0.76% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -0.11% | -4.24% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.21% | +0.07% | +3.37% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.19% | +0.23% | +5.28% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.07% | +4.38% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | -0.02% | -0.12% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | — | -0.75% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | -0.01% | +0.73% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | -9.53% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | +0.07% | -1.92% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.01% | -0.51% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | +0.03% | +1.45% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.04% | -0.36% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | +0.03% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | — | -12.08% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +21.18% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | +7.25% | |
| 28 | AZO | Autozone INC | 股票-周期性消费 | 0.56% | — | +0.35% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.53% | +0.07% | -2.15% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.04% | +4.55% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | +96.09% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -2.82% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -26.81% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | -10.03% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | +0.05% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | -0.18% | +2.67% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.40% | — | +17.71% | |
| 38 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.39% | — | -3.76% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | — | -4.24% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.37% | — | +1.02% | |
| 41 | NOW | Servicenow INC | 股票-科技 | 0.37% | — | +3.77% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.34% | — | -0.60% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | -3.55% | |
| 44 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.33% | — | +0.19% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | — | +9.60% | |
| 46 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.33% | — | +63.42% | |
| 47 | FDX | Fedex CORP | 股票-工业 | 0.33% | — | -5.71% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | -7.09% | |
| 49 | ELV | Elevance Health INC | 股票-医疗保健 | 0.29% | — | +27.21% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.27% | — | +4.11% |