CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 245 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 | AAPL | Apple INC | 股票-科技 | 5.18% | -0.29% | -0.61% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.75% | -0.59% | +1.25% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.73% | — | +7.56% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.67% | +0.94% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.65% | — | +4.26% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.61% | -0.35% | +1.46% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.08% | -0.08% | +0.86% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.23% | +0.94% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.98% | — | +0.47% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.80% | -0.09% | +8.25% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.72% | — | +2.85% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.53% | +0.09% | +2.08% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.46% | — | +2.80% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | +0.18% | +13.83% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.20% | +0.28% | |
| 16 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.35% | — | +1.40% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.34% | -0.10% | +1.53% | |
| 18 | APPN | Appian Corp-a | 股票-其他 | 1.30% | — | -20.82% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.27% | — | +10.52% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | — | -0.22% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | — | +6.45% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.10% | — | +6.99% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.99% | — | +0.49% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | — | +0.38% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.87% | +0.09% | -1.23% | |
| 26 | PYPL | Paypal Holdings INC | 股票-金融 | 0.85% | — | -0.57% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.10% | +2.61% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.83% | — | -4.04% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.18% | +3.44% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | -0.15% | +4.21% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.78% | — | +11.56% | |
| 32 | DHR | Danaher CORP | 股票-医疗保健 | 0.69% | — | +1.12% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.06% | +1.38% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | +1.32% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | +1.50% | |
| 36 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.64% | — | -2.80% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.64% | — | +5.82% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.61% | — | +1.57% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.59% | — | -0.29% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +0.31% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | +0.16% | +1.72% | |
| 42 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.56% | — | +10.30% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.54% | — | +1.60% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.54% | — | +0.13% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.53% | — | -14.72% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +5.97% | |
| 47 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.52% | — | +5.38% | |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.52% | — | +0.15% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | +2.24% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.51% | — | +1.78% |