CIK: 0001842054
申报总市值
US$2.8亿
| # | 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 55.09% | -0.83% | -0.93% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.61% | -0.19% | -0.31% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.81% | +0.59% | +0.09% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.78% | — | +1937.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.12% | +0.17% | -8.51% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.94% | -0.20% | -0.57% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | -0.04% | +20.11% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.29% | +3.32% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.43% | — | -42.96% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | -0.02% | -1.58% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.33% | +0.43% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.96% | — | -48.30% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | -0.05% | -0.11% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.86% | -0.04% | -17.08% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | -55.62% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.71% | -0.03% | -10.98% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | -0.03% | +0.14% | |
| 18 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.64% | -0.13% | +0.41% | |
| 19 | SUB | Ishares Short-term National | ETF-其他 | 0.63% | — | -41.33% | |
| 20 | AMAT | Applied Materials INC | 股票-科技 | 0.63% | +0.25% | +0.53% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | -0.12% | -39.78% | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.60% | +0.10% | — | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.60% | — | — | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.58% | +0.11% | — | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | — | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.51% | +0.25% | — | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.49% | — | — | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.46% | -0.06% | -45.29% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +1.13% | |
| 30 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.44% | +0.14% | — | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.43% | +0.07% | — | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.42% | — | -1.82% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.36% | +0.06% | — | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.35% | +0.06% | -3.16% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.34% | — | -1.81% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.33% | -0.05% | -4.37% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.31% | — | -51.47% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.31% | -0.04% | +0.07% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | -0.13% | — | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | — | +0.70% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工业 | 0.29% | — | — | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.28% | — | — | |
| 44 | CSX | Csx CORP | 股票-工业 | 0.28% | — | +0.06% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.28% | -0.03% | -13.78% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.27% | — | -3.99% | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.26% | — | — | |
| 48 | AON | Aon plc | 股票-金融 | 0.26% | — | — | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.26% | — | -0.21% | |
| 50 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-其他 | 0.24% | -0.02% | +2.04% |