CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 303 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 | 5.88% | -0.29% | +0.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.66% | -0.59% | +1.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.54% | -0.67% | +1.41% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.99% | -0.35% | +0.96% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.89% | -0.09% | +13.58% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.97% | -0.23% | +12.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.92% | -0.08% | -0.19% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.85% | — | +1.43% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.56% | — | -2.12% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.42% | — | +13.16% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.35% | — | +21.26% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.31% | — | -18.86% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | +0.18% | +0.36% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.23% | -0.10% | +0.01% | |
| 15 | MA | Mastercard INC - A | 股票-金融 | 1.21% | -0.20% | +0.18% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.20% | — | +35.80% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.17% | -0.15% | +12.10% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | -0.11% | -9.62% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.09% | — | +0.67% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.03% | — | +9.46% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.94% | — | +22.49% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.87% | — | -3.81% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | +0.16% | +0.67% | |
| 24 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.84% | — | +0.47% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.83% | — | +23.99% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | +0.09% | +2.03% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.82% | — | +0.56% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | +2.93% | |
| 29 | MKL | Markel Group INC | 股票-金融 | 0.78% | — | +9.57% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.06% | +2.75% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.10% | +3.28% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.71% | — | +32.75% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | +0.09% | +0.24% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.68% | -0.08% | +3.49% | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.67% | +0.20% | +0.53% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.17% | +53.59% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | — | -2.75% | |
| 38 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.63% | — | -1.10% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +0.77% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.61% | — | -25.03% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.18% | +2.97% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.58% | — | +0.09% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | — | +7.03% | |
| 44 | FAST | Fastenal Co | 股票-工业 | 0.57% | +0.11% | +4.76% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.56% | — | -2.39% | |
| 46 | CSL | Carlisle Cos INC | 股票-工业 | 0.53% | — | +12.70% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | +9.90% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.51% | — | +0.33% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.50% | — | +16.31% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | +0.89% |