CIK: 0001568787
申報總市值
US$134.0億
僅顯示前 200 大持股（共 731 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 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 24.25% | — | +4.89% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 16.14% | — | +6.41% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 10.90% | -0.39% | +3.69% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.26% | — | +1.95% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.13% | — | -0.07% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.23% | +0.19% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | — | +16.00% | |
| 8 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 1.24% | — | +0.01% | |
| 9 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.16% | — | — | |
| 10 | VMC | Vulcan Materials Co | 股票-原物料 | 1.13% | — | +202.30% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.13% | +2.92% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.92% | — | -0.13% | |
| 13 | ADTNEUR | Adtran INC | 股票-其他 | 0.87% | — | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.85% | — | -7.98% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | — | +24.91% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.68% | +0.14% | +13.61% | |
| 17 | ✓ | Protective Life CORP Com | 股票-其他 | 0.68% | — | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.65% | — | +13.64% | |
| 19 | SO | Southern Co/the | 股票-公用事業 | 0.63% | — | +7.04% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.58% | — | +11.65% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | +0.31% | -73.25% | |
| 22 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.50% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +22.91% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.46% | — | +0.12% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.43% | — | -12.51% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.43% | +0.13% | -3.72% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | — | -3.44% | |
| 28 | RNST | Renasant CORP | 股票-其他 | 0.41% | — | — | |
| 29 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.38% | — | +4.14% | |
| 30 | COP | Conocophillips | 股票-能源 | 0.35% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | — | +4.12% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.34% | — | +21.33% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.27% | — | +72.46% | |
| 34 | DOW | Dow Chem Co | 股票-原物料 | 0.26% | — | -5.26% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.26% | — | -3.76% | |
| 36 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.26% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | +0.05% | -1.06% | |
| 38 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-科技型 | 0.24% | — | +9.71% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | |
| 40 | BLKCHF | Blackrock INC | 股票-其他 | 0.23% | — | — | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.23% | — | +16.04% | |
| 42 | PRU | Prudential Financial INC | 股票-金融 | 0.23% | — | — | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.22% | — | +9.07% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.22% | — | -7.05% | |
| 45 | RTN1USD | Raytheon Company | 股票-其他 | 0.21% | — | — | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.21% | — | — | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | -0.31% | -11.64% | |
| 48 | ✓ | 股票-其他 | 0.21% | — | — | ||
| 49 | MMM | 3m Co | 股票-工業 | 0.20% | — | — | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.20% | — | +31.78% |