CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 215 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 | 7.37% | -0.59% | +2.43% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.61% | -0.29% | -0.01% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.34% | -0.35% | +1.61% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.20% | — | +5.06% | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.00% | — | +0.60% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.84% | +0.18% | +3.79% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.84% | — | +13.01% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.67% | +4.16% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.73% | — | — | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.62% | — | +1.01% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.10% | +5.12% | |
| 12 | FDX | Fedex CORP | 股票-工业 | 1.52% | — | +5.41% | |
| 13 | C | Citigroup INC | 股票-金融 | 1.39% | — | +17.28% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.30% | -0.20% | — | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.28% | — | -5.01% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | — | +32.93% | |
| 17 | DUK | Du Pont E I De Nemour&Co | 股票-公用事业 | 1.07% | — | +7.01% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.99% | — | +1.93% | |
| 19 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.99% | — | -0.92% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | -0.10% | +7.12% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | — | +6.96% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | — | +2.16% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.94% | — | +0.11% | |
| 24 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.92% | — | +0.35% | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.90% | — | +4.79% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.89% | — | +0.71% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.18% | +10.97% | |
| 28 | CELG | Celgene CORP | 股票-其他 | 0.85% | — | +2.37% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.84% | +0.14% | -5.94% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.84% | — | +47.33% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.83% | — | +5.09% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | +0.10% | -19.57% | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.83% | — | -0.93% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.83% | -0.23% | +11.37% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +7.77% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.81% | — | +1.33% | |
| 37 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.76% | — | +0.02% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | +0.09% | +3.07% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | — | +14.77% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.70% | — | -0.51% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.70% | — | +59.07% | |
| 42 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.70% | — | — | |
| 43 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.68% | — | -0.63% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.67% | — | +1.61% | |
| 45 | MMM | 3m Co | 股票-工业 | 0.67% | — | +1.20% | |
| 46 | L | Loews CORP | 股票-金融 | 0.65% | — | -4.15% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | +19.11% | |
| 48 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.63% | — | +2.23% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.63% | — | +1.99% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.63% | — | +4.65% |