CIK: 0001479844
申報總市值
US$62.4億
僅顯示前 200 大持股（共 828 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 | 9.70% | +0.03% | -0.43% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.63% | -0.11% | -3.03% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.63% | +0.15% | — | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 4.78% | +0.08% | -2.27% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 4.70% | -0.12% | — | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 股票-金融 | 3.67% | -0.08% | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.45% | -0.16% | +6.43% | |
| 8 | COKE | Coca-cola Consolidated INC | 股票-非循環性消費 | 3.45% | — | -0.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.01% | -0.07% | +3.21% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.04% | +0.10% | -0.48% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | — | +7.19% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.74% | -0.11% | -3.03% | |
| 13 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.22% | +0.07% | +2.76% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | -0.02% | -3.81% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | — | +17.74% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.23% | -1.82% | |
| 17 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.98% | -0.07% | +4.74% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +7.16% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | -0.01% | +3.54% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.01% | -0.20% | |
| 21 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.78% | +0.07% | -0.83% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.71% | — | -2.28% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.03% | +1.88% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.04% | -5.16% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.63% | — | +0.04% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +7.32% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.54% | +0.07% | -2.58% | |
| 28 | AZO | Autozone INC | 股票-循環性消費 | 0.52% | — | +0.40% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | — | +19.08% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.50% | — | +9.29% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | — | -2.77% | |
| 32 | HCA | Hca Healthcare INC | 股票-醫療保健 | 0.49% | — | +3.81% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +7.65% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.44% | — | +5.63% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | +0.04% | +3.61% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.39% | -0.18% | -1.02% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +6.20% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | +2.00% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.35% | — | -2.41% | |
| 40 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.35% | — | -2.09% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | — | +0.66% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.34% | — | +3.61% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.32% | — | +12.99% | |
| 44 | FDX | Fedex CORP | 股票-工業 | 0.31% | — | -3.25% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | — | +1.82% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.30% | — | +10.83% | |
| 47 | AON | Aon plc | 股票-金融 | 0.29% | — | +6.48% | |
| 48 | DXCM | Dexcom INC | 股票-醫療保健 | 0.28% | — | +2.22% | |
| 49 | COR | Cencora INC | 股票-醫療保健 | 0.26% | — | +1.10% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.26% | — | +40.77% |