CIK: 0001479844
申报总市值
US$62.4亿
仅显示前 200 大持股（共 874 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 | 10.39% | +0.03% | +4.52% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.54% | -0.11% | +8.45% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.49% | +0.15% | -1.85% | |
| 4 | COKE | Coca-cola Consolidated INC | 股票-非周期性消费 | 4.58% | — | -1.13% | |
| 5 | ✓ | Intl - Causeway - Com | 股票-其他 | 4.26% | +0.08% | -3.55% | |
| 6 | LAZ | Lazard, Inc. | 股票-金融 | 4.23% | -0.12% | -3.55% | |
| 7 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 3.19% | -0.08% | -1.05% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.16% | +0.28% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.97% | -0.07% | -0.37% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.18% | +0.10% | +4.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | — | -0.07% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.68% | -0.11% | +5.50% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.12% | +0.07% | -1.44% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | -0.07% | +1.22% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | — | +0.88% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | -0.01% | +3.91% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.95% | -0.02% | -1.78% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | +0.23% | -26.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | +0.01% | -1.09% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.03% | +3.18% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | +0.07% | +0.69% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | -16.98% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | — | +7.64% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | -0.58% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.07% | -1.18% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.04% | -20.54% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -4.35% | |
| 28 | AZO | Autozone INC | 股票-周期性消费 | 0.49% | — | -2.82% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | +26.12% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -2.32% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.47% | — | -1.13% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.04% | -5.38% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | +6.68% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -5.31% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.45% | — | +58.97% | |
| 36 | NOW | Servicenow INC | 股票-科技 | 0.40% | — | -1.91% | |
| 37 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.39% | — | +2.64% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.18% | +8.58% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.38% | — | -37.14% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | +76.81% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.36% | — | -6.42% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | +1.84% | |
| 43 | ELV | Elevance Health INC | 股票-医疗保健 | 0.32% | — | +14.43% | |
| 44 | COR | Cencora INC | 股票-医疗保健 | 0.32% | — | +24.99% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | — | +9.89% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.32% | — | -2.24% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.32% | — | -3.30% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | — | +7.71% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.30% | — | +24.51% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.29% | — | -8.82% |