CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 338 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 | 5.18% | -0.59% | -5.09% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.08% | -0.29% | -0.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.67% | +0.37% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.90% | -0.09% | +3.17% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.15% | -0.35% | +0.33% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.46% | -0.23% | +4.39% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.45% | -0.10% | +13.71% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.95% | — | +3.14% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.90% | — | +1.91% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | -0.08% | -0.76% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.82% | — | +2.82% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.41% | -0.11% | -4.81% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.30% | — | +7.80% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.30% | -0.20% | +4.67% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | -0.18% | +10.08% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.21% | — | +4.88% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.10% | -0.08% | +2.69% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | +0.16% | +1.29% | |
| 19 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.05% | -0.15% | -0.43% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.97% | — | +9.95% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.94% | — | +26.59% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.10% | +2.96% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.89% | +0.17% | +4.16% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.87% | — | +40.12% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.06% | +5.78% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.79% | — | -23.07% | |
| 27 | CSL | Carlisle Cos INC | 股票-工业 | 0.76% | — | +1.24% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 0.72% | — | -0.81% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.72% | +0.09% | -1.71% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | — | -8.30% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.70% | — | +2.78% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | +0.18% | -3.04% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.67% | — | -1.59% | |
| 34 | VDE | Vanguard Energy ETF | ETF-其他 | 0.62% | +0.20% | +1.33% | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.58% | +0.11% | +3.25% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.58% | — | +3.49% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.56% | — | -1.10% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +2.88% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.54% | — | +3.97% | |
| 40 | CPRT | Copart INC | 股票-工业 | 0.50% | -0.09% | +16.18% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -1.34% | |
| 42 | MKL | Markel Group INC | 股票-金融 | 0.49% | — | -32.91% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.49% | — | +0.43% | |
| 44 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.49% | — | -0.76% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.49% | — | +4.18% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.48% | -0.09% | -4.10% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -0.08% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | +1.76% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.47% | — | -2.31% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | +2.49% |