CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 268 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 | 5.04% | -0.59% | +4.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.34% | -0.29% | -1.07% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.84% | — | +12.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.67% | +4.73% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.88% | -0.35% | +1.70% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.55% | — | +4.64% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.95% | -0.08% | +0.18% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.91% | -0.09% | +9.12% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.86% | — | +0.25% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.23% | +1.45% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.74% | — | +14.41% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.52% | +0.09% | +4.21% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | +0.18% | +4.73% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.29% | — | -0.13% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.27% | -0.10% | -3.01% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | — | +1.14% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.22% | -0.20% | -3.48% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.22% | — | +5.33% | |
| 19 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.17% | — | +0.10% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.12% | — | +8.96% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.18% | +24.27% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.94% | — | -0.92% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | -0.10% | +1.34% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.84% | — | -13.93% | |
| 25 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.81% | — | -0.75% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | +0.09% | +3.37% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | -0.15% | +1.02% | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 0.78% | — | -3.90% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.74% | — | -2.47% | |
| 30 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.71% | — | +15.90% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | — | +12.15% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.65% | — | +11.58% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.64% | — | -0.17% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.62% | — | +32.94% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +5.33% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | -0.31% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.06% | +0.99% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | — | +48.66% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | — | +5.51% | |
| 40 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.55% | — | +0.16% | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.55% | — | +0.46% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.55% | — | -1.79% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.53% | — | +4.96% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.53% | -0.08% | +132.03% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.16% | +6.32% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | +2.89% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | +0.10% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.49% | — | +0.97% | |
| 49 | VDE | Vanguard Energy ETF | ETF-其他 | 0.49% | +0.20% | +2.77% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.49% | — | +1.81% |