CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 213 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 14.47% | — | +2.01% | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 10.72% | — | +2.07% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 10.00% | — | +1.55% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 8.53% | -0.39% | +0.91% | |
| 5 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 3.71% | — | +17.07% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.39% | — | +5.70% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.41% | — | +6.56% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.27% | — | +47.65% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.01% | — | +99.35% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 0.94% | -0.09% | +107.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | +0.31% | +1.73% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.83% | — | +80.18% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.77% | — | +6.43% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.76% | — | +214.42% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.74% | — | +9.81% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | — | +7.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | +5.02% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.73% | — | +9.19% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.13% | -3.89% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | +268.43% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.31% | +133.03% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.13% | +194.86% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.06% | +46.91% | |
| 24 | VMC | Vulcan Materials Co | 股票-原材料 | 0.59% | — | +72.28% | |
| 25 | ✓ | Commerce Union Bancshares INC | 股票-其他 | 0.57% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | +2.53% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.54% | — | +19.70% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | — | +339.29% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +670.10% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | +0.03% | +202.54% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | — | +98.09% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.48% | — | +9.77% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | +0.05% | +121.71% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +155.11% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.43% | — | +93.18% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +174.31% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | — | +512.86% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | +0.06% | +252.57% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.41% | — | — | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +314.10% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.40% | — | +590.14% | |
| 42 | ✓ | Cbs CORP New | 股票-其他 | 0.40% | — | — | |
| 43 | ✓ | Energen CORP | 股票-其他 | 0.39% | — | — | |
| 44 | SO | Southern Co/the | 股票-公用事业 | 0.39% | — | -1.58% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.38% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | +0.09% | — | |
| 47 | GT | Goodyear Tire & Rubber Co | 股票-周期性消费 | 0.38% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | +88.83% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.37% | — | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | -84.10% |