CIK: 0001468685
申报总市值
US$8.1亿
仅显示前 200 大持股（共 206 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 18.45% | — | +1.77% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 10.15% | — | +3.57% | |
| 3 | IQLT | Ishares Msci International Q | ETF-其他 | 9.50% | — | +5.26% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.03% | — | -0.80% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.84% | — | +1.75% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.75% | — | +4.94% | |
| 7 | ASTL | Algoma Steel Group INC | 股票-其他 | 3.27% | — | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.94% | — | -15.56% | |
| 9 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 2.82% | — | +0.24% | |
| 10 | WMS | Advanced Drainage Systems In | 股票-工业 | 2.54% | — | +56.29% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.31% | — | +1.24% | |
| 12 | ✓ | 股票-其他 | 2.14% | — | -21.47% | ||
| 13 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 1.66% | — | +2412.76% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | +0.56% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | — | +0.90% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | — | -0.69% | |
| 17 | KMX | Carmax INC | 股票-周期性消费 | 0.83% | — | +23.27% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 0.75% | — | +0.58% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +1.71% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.65% | — | +4.82% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.53% | — | +3.16% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | +1.86% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -0.08% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | — | +5.52% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | -16.05% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | — | +6.90% | |
| 27 | GEF | Greif Inc-cl A | 股票-其他 | 0.43% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | +1.73% | |
| 29 | CVSA | Covista INC | 股票-非周期性消费 | 0.41% | — | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.35% | — | +3.53% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.33% | — | +1.35% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | -1.05% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.31% | — | +3.29% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.30% | — | +1629.15% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | +4.97% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.29% | — | +4.59% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.28% | — | +5.15% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.27% | — | +6.84% | |
| 39 | FRME | First Merchants CORP | 股票-其他 | 0.27% | — | +1.31% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.26% | — | +1.97% | |
| 41 | BKR | Baker Hughes Co | 股票-能源 | 0.26% | — | +1.27% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.26% | — | +2.99% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.26% | — | +2.41% | |
| 44 | PRK | Park National CORP | 股票-其他 | 0.25% | — | +0.38% | |
| 45 | NXST | Nexstar Media Group INC | 股票-通信服务 | 0.25% | — | +2.52% | |
| 46 | NFG | National Fuel Gas Co | 股票-能源 | 0.25% | — | +2.39% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | +5.79% | |
| 48 | NRG | Nrg Energy INC | 股票-公用事业 | 0.24% | — | +2.90% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.24% | — | -0.24% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.24% | — | -1.54% |