CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 278 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 | 5.13% | -0.59% | +1.08% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.95% | -0.29% | +0.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | -0.67% | +0.74% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | -0.35% | +3.79% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.75% | — | -7.90% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.27% | — | -1.09% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.25% | -0.09% | +4.23% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.24% | — | +105.23% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | -0.23% | +2133.72% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | -0.08% | -2.07% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | +0.18% | -0.83% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.30% | -0.15% | -0.59% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.25% | — | +15.84% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.23% | -0.10% | +2.24% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +0.52% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.13% | -0.20% | +0.76% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | — | -10.80% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | — | +0.12% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | — | +1.11% | |
| 20 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.91% | — | -4.63% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.87% | — | +5.71% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | +0.09% | +0.81% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | -0.01% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.16% | +0.50% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.82% | — | +7.14% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.81% | — | +0.32% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | — | -0.29% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.76% | — | +4.40% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | +0.09% | +1.35% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.73% | — | +0.18% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +0.49% | |
| 32 | VDE | Vanguard Energy ETF | ETF-其他 | 0.70% | +0.20% | +0.46% | |
| 33 | MKL | Markel Group INC | 股票-金融 | 0.70% | — | +3.50% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.69% | -0.08% | +0.76% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.10% | -1.20% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.67% | — | +9.80% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.65% | — | -4.01% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.06% | -2.08% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.62% | — | -0.59% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.18% | -3.15% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.58% | — | +1.51% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | — | +0.41% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.11% | -2.10% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | +0.71% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.56% | — | -23.43% | |
| 46 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.55% | — | +1.20% | |
| 47 | SYY | Sysco CORP | 股票-非周期性消费 | 0.54% | — | -0.54% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.53% | — | -69.11% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.52% | — | +10.66% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | +1.42% |