CIK: 0001568787
申报总市值
US$134.0亿
仅显示前 200 大持股（共 210 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 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 13.71% | — | +4.47% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 11.60% | -0.39% | +3.77% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 9.64% | — | +5.11% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 7.65% | — | +3.53% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.50% | — | +5.18% | |
| 6 | VONE | Vanguard Russell 1000 | ETF-其他 | 5.45% | — | +0.01% | |
| 7 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 4.70% | — | +4.41% | |
| 8 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 4.27% | — | +6.41% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.63% | — | +6.31% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.39% | — | -6.95% | |
| 11 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.23% | — | +0.00% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.17% | — | +3.57% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.14% | — | +7.39% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.12% | — | -6.32% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.11% | — | -0.55% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.96% | — | +5.57% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | -0.44% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | -1.15% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.90% | — | +2.55% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.79% | — | +0.97% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +5.00% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +1.23% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | -0.12% | -0.54% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.68% | — | -0.73% | |
| 25 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.66% | — | +3.13% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | — | +2.02% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.59% | +0.13% | +1.13% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.57% | — | +5.08% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.56% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | -0.31% | +5.42% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +1.31% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.42% | — | +0.04% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.38% | +0.31% | +0.83% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.37% | — | +1.19% | |
| 35 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.35% | — | -6.29% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.32% | — | -4.16% | |
| 37 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.31% | — | — | |
| 38 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.27% | — | — | |
| 39 | VMC | Vulcan Materials Co | 股票-原材料 | 0.27% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.24% | — | +1.38% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | -6.85% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | +0.56% | |
| 43 | GL | Globe Life INC | 股票-金融 | 0.21% | — | +912.03% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.21% | — | +35.63% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.19% | — | +12.02% | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.19% | +0.06% | -0.47% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.18% | — | -0.21% | |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.18% | — | — | |
| 49 | GPN | Global Payments INC | 股票-工业 | 0.17% | — | +86.60% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | — | +7.34% |