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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.92% | -0.59% | -1.14% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.28% | -0.29% | -1.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.30% | -0.67% | -0.93% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.38% | -0.35% | +0.79% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.30% | -0.09% | +14.97% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.99% | -0.23% | +0.73% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.91% | -0.08% | -0.38% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.82% | — | -0.91% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.65% | — | +16.31% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.61% | — | +0.88% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.41% | — | +4.76% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.38% | — | +17.56% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.32% | -0.15% | +3.94% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.31% | — | +29.38% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.28% | -0.10% | +4.44% | |
| 16 | MA | Mastercard INC - A | 股票-金融 | 1.26% | -0.20% | +0.24% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | -0.11% | -6.82% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.05% | — | -20.87% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.18% | -17.57% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | -2.70% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 0.94% | — | +6.32% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.92% | — | +3.09% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | +0.16% | -1.23% | |
| 24 | MKL | Markel Group INC | 股票-金融 | 0.91% | — | +6.42% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.91% | — | -6.67% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.83% | — | -0.92% | |
| 27 | VDE | Vanguard Energy ETF | ETF-其他 | 0.81% | +0.20% | +4.93% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.79% | -0.08% | +6.72% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.06% | +4.57% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | — | +0.56% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.10% | -0.90% | |
| 32 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.74% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.18% | +12.84% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.72% | +0.09% | -1.73% | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.70% | — | -6.77% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | -2.39% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.61% | — | -13.48% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +7.23% | |
| 39 | CSL | Carlisle Cos INC | 股票-工业 | 0.55% | — | +0.86% | |
| 40 | FAST | Fastenal Co | 股票-工业 | 0.54% | +0.11% | +0.09% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | +5.98% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.52% | — | -9.20% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.52% | — | -20.23% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.51% | — | -0.58% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | — | +2.00% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | +0.17% | -11.86% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | — | -11.25% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.50% | — | +5.64% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.49% | — | -7.41% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | -0.17% |