CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 289 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 | 5.79% | -0.59% | +2.52% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.52% | -0.29% | +0.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | -0.67% | -0.10% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.47% | -0.35% | +0.76% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.43% | -0.09% | +7.48% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.94% | — | -15.46% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.86% | — | +64.80% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.65% | — | -9.46% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | +0.18% | -0.65% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.57% | -0.08% | +3.40% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | -0.23% | -7.21% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.32% | -0.15% | +2.14% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.28% | — | +138.67% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.26% | — | -33.45% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.23% | -0.10% | +4.07% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.23% | -0.20% | +1.16% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | — | +0.19% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | — | +153.36% | |
| 19 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.03% | — | +4.70% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.89% | — | +111.09% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.89% | — | +1.45% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.88% | — | +9.01% | |
| 23 | VDE | Vanguard Energy ETF | ETF-其他 | 0.83% | +0.20% | +2.28% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 0.83% | — | +3.36% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | +0.09% | +10.46% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | — | +17.72% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | +0.16% | +2.65% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.77% | — | -7.60% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.77% | — | -8.98% | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.77% | — | -0.84% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | — | +49.94% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.76% | — | +65.96% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | — | +1.08% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.74% | -0.08% | +0.68% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.10% | -3.86% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | -10.55% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.06% | +11.63% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.73% | — | -28.08% | |
| 39 | MKL | Markel Group INC | 股票-金融 | 0.73% | — | +3.57% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.09% | +1.66% | |
| 41 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 0.70% | — | +0.37% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.70% | — | -0.38% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | — | +1.53% | |
| 44 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.68% | — | -1.38% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.60% | — | +0.84% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +1.41% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +8.20% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | — | +3.67% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | +19.58% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.51% | — | +0.38% |