CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 332 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 | 5.40% | -0.29% | +2.62% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.92% | -0.59% | +0.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.67% | +1.00% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.86% | -0.09% | +0.35% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.49% | -0.35% | +0.84% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.95% | -0.23% | +5.65% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.52% | -0.10% | +211.99% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.19% | — | +13.82% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.96% | -0.08% | +5.02% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.83% | — | +4.09% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.83% | — | +9.38% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.11% | +1.63% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.41% | -0.20% | +5.52% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.18% | +3.30% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | — | -0.89% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.13% | — | +1.25% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | +0.16% | +1.95% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.10% | +2.03% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.03% | — | +14.00% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 1.02% | -0.08% | +1.11% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.01% | — | +12.35% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.00% | +0.17% | +2.79% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.06% | +6.53% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | — | +3.15% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | -0.15% | -5.02% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | +0.09% | +2.13% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.73% | — | -0.14% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.18% | +19.91% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | — | +4.17% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | — | +1.20% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +24.32% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.64% | — | +21.11% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.63% | — | +99.19% | |
| 34 | CSL | Carlisle Cos INC | 股票-工业 | 0.63% | — | +4.62% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | — | +7.99% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | +35.88% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.59% | — | +2.66% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.58% | — | +13.34% | |
| 39 | FAST | Fastenal Co | 股票-工业 | 0.57% | +0.11% | +1.44% | |
| 40 | VDE | Vanguard Energy ETF | ETF-其他 | 0.56% | +0.20% | -6.28% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.55% | — | +18.42% | |
| 42 | CPRT | Copart INC | 股票-工业 | 0.55% | -0.09% | +2.49% | |
| 43 | MKL | Markel Group INC | 股票-金融 | 0.52% | — | +0.46% | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.52% | — | +13.12% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.52% | — | +0.92% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.51% | -0.09% | +0.36% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +1.84% | |
| 48 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.45% | — | -1.32% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.45% | -0.18% | +5.05% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.45% | — | +0.36% |