CIK: 0001479844
申報總市值
US$62.4億
僅顯示前 200 大持股（共 745 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.72% | +0.03% | +7.82% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.40% | -0.11% | -13.40% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 7.02% | +0.15% | -8.62% | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 5.86% | +0.08% | -8.06% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 5.29% | -0.12% | — | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 4.32% | -0.08% | -4.28% | |
| 7 | COKE | Coca-cola Consolidated INC | 股票-非循環性消費 | 3.52% | — | +0.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.62% | -0.07% | +1.08% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.56% | -0.11% | -6.76% | |
| 10 | ✓ | John Rivers Ingram 2020 Grat | 股票-其他 | 2.39% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.16% | +0.81% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.85% | +0.10% | +0.22% | |
| 13 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.38% | +0.07% | +0.02% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.11% | -0.02% | -1.06% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | — | -0.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.23% | +10.42% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.92% | -0.01% | +9.22% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +6.13% | |
| 19 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.84% | +0.07% | +0.26% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | -5.17% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.78% | -0.07% | +1841.80% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | +14.24% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.04% | -3.19% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | — | |
| 25 | AZO | Autozone INC | 股票-循環性消費 | 0.56% | — | +4.00% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | +17.19% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +3.23% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | -34.13% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.01% | +15.91% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +21.67% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.38% | — | -5.32% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | -3.24% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | +1.20% | |
| 34 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.34% | — | +4.99% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.34% | +0.07% | +6.58% | |
| 36 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.34% | — | -2.29% | |
| 37 | FDX | Fedex CORP | 股票-工業 | 0.33% | — | -9.19% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | +0.04% | +0.38% | |
| 39 | CCI | Crown Castle INC | 股票-房地產 | 0.31% | — | +7.08% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | -0.18% | +7.76% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.29% | — | -4.25% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | +0.05% | +2.29% | |
| 43 | ADI | Analog Devices INC | 股票-科技 | 0.28% | — | -4.19% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.28% | — | +19.66% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.27% | — | +0.51% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | -10.50% | |
| 47 | ✓ | Tortoise Commingled Mlp Fund, LLC | 股票-其他 | 0.27% | — | -2.19% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.26% | — | -30.15% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.26% | — | -16.39% | |
| 50 | FISV | Fiserv INC | 股票-其他 | 0.26% | — | -12.96% |