CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 302 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 | 5.46% | -0.59% | -1.17% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.46% | -0.29% | +0.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.67% | +1.03% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.90% | -0.09% | +15.80% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.31% | -0.35% | -0.23% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.32% | -0.23% | +6.04% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.27% | — | +44.31% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.99% | — | +56.08% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | — | +4.82% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.95% | -0.08% | -2.50% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.70% | — | +19.56% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.35% | -0.10% | +2.95% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.30% | -0.20% | +4.76% | |
| 14 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.27% | -0.15% | +0.90% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.17% | — | +95.16% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.11% | -6.76% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | -2.57% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | +0.16% | -1.24% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.97% | — | -27.33% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.94% | +0.18% | -3.20% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.94% | — | -37.43% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | -0.06% | +10.00% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | +163.18% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.10% | +8.09% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | -0.18% | +5.77% | |
| 26 | PGR | Progressive CORP | 股票-金融 | 0.84% | -0.08% | +1.02% | |
| 27 | MKL | Markel Group INC | 股票-金融 | 0.82% | — | +1.49% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.80% | — | -4.75% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 0.77% | — | -4.32% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.77% | — | +522.25% | |
| 31 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.76% | — | +4.18% | |
| 32 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.74% | — | +0.08% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | -2.70% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | — | -12.05% | |
| 35 | VDE | Vanguard Energy ETF | ETF-其他 | 0.68% | +0.20% | -2.14% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | — | +5.71% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.62% | — | +14.27% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | +0.09% | -4.71% | |
| 39 | CSL | Carlisle Cos INC | 股票-工业 | 0.61% | — | +0.81% | |
| 40 | FAST | Fastenal Co | 股票-工业 | 0.59% | +0.11% | +0.91% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | — | +4.90% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.17% | +1.30% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | — | -45.76% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -5.16% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | — | -0.30% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.52% | — | +16.06% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | -0.09% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | — | -4.75% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.47% | — | -1.73% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.45% | -0.09% | +4.74% |