CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 374 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 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 20.65% | — | -9.80% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 20.60% | — | -6.17% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 17.18% | -0.39% | -6.78% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.31% | — | +3.54% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.05% | — | +15.01% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.96% | — | -63.74% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.61% | +0.14% | +10.44% | |
| 8 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.57% | — | -12.83% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | — | +1.47% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.20% | — | -91.71% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.17% | — | +11.77% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.15% | -0.09% | +0.87% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.01% | — | -12.30% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.01% | — | +17.21% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | -19.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.79% | +0.31% | -3.27% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.06% | +0.01% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.64% | — | -29.42% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | — | +20.70% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.13% | -4.50% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.49% | — | -24.76% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.13% | +1.21% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 0.43% | — | +7.66% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | +2.41% | |
| 25 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.40% | — | -16.90% | |
| 26 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.39% | — | — | |
| 27 | PRA | Proassurance CORP | 股票-其他 | 0.37% | — | — | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.33% | — | +0.74% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.30% | — | — | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.28% | — | +1.40% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.28% | — | +14.46% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.26% | — | — | |
| 33 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.25% | — | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.25% | — | — | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.22% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.21% | — | -0.15% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.20% | +0.07% | -3.03% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | +0.05% | +60.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.19% | — | -4.13% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.19% | — | +37.84% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.19% | — | — | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.19% | -0.14% | -17.09% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.18% | — | +0.02% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.17% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.16% | — | +105.35% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | -0.12% | +1.67% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.16% | — | -10.53% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.15% | — | +0.93% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.14% | — | -6.11% | |
| 50 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.14% | — | — |