CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 291 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 | 5.63% | -0.59% | +2.11% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.37% | -0.29% | -0.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.01% | -0.67% | +1.67% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.32% | -0.35% | -2.26% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.63% | — | -15.27% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.48% | -0.23% | +15.47% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.22% | -0.09% | +11.08% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.99% | -0.08% | +0.94% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.98% | — | -5.82% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.56% | — | +4.30% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | +0.18% | +7.48% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.25% | -0.10% | +107.67% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.24% | — | +2.45% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.17% | — | -0.95% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.11% | -0.15% | +2.09% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.09% | -0.20% | +0.75% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.08% | — | -2.10% | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.08% | — | +1.64% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.00% | — | -0.74% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.98% | — | -3.33% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +3.07% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.11% | +6.41% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | +0.16% | +2.97% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.81% | — | +11.41% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.79% | +0.09% | +2.15% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | — | +3.49% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.77% | +0.09% | +3.10% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.77% | — | +13.79% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | -0.18% | -11.59% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | +3.00% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.10% | +0.30% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.71% | — | -9.61% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.69% | — | +121.66% | |
| 34 | MKL | Markel Group INC | 股票-金融 | 0.66% | — | +8.91% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | +2.78% | |
| 36 | VDE | Vanguard Energy ETF | ETF-其他 | 0.65% | +0.20% | +2.69% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | -0.06% | -1.26% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.63% | — | +19.21% | |
| 39 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.63% | — | +122.95% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | — | +31.60% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.62% | — | -6.61% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | +1.50% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.57% | -0.08% | +0.78% | |
| 44 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.57% | — | -0.11% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.57% | — | +0.99% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.54% | — | -27.06% | |
| 47 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.54% | — | +2.92% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.53% | — | +4.07% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.52% | — | +18.83% | |
| 50 | FAST | Fastenal Co | 股票-工业 | 0.52% | +0.11% | +0.56% |