CIK: 0001476804
申报总市值
US$16.1亿
仅显示前 200 大持股（共 318 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 | 5.86% | -0.59% | -1.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.74% | -0.29% | -4.28% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.92% | -0.09% | +3.21% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.67% | -3.75% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.83% | -0.35% | -4.14% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.75% | -0.23% | +3.92% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.62% | -0.10% | +5.93% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.17% | — | +1.13% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.07% | — | +7.11% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.91% | — | -1.37% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | -0.08% | +1.09% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.57% | -0.20% | +3.76% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | -0.18% | +4.99% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | -0.11% | -0.77% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.25% | -0.08% | +0.95% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.24% | — | -0.80% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.06% | +6.63% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.17% | — | -1.56% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.16% | — | +9.06% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | +0.16% | +0.60% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.10% | +0.11% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.07% | — | +0.55% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.89% | +0.17% | +2.45% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.88% | — | +0.22% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | +0.18% | -3.00% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | +0.09% | -1.86% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | — | +9.23% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.74% | — | +10.71% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | -0.55% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | -0.15% | -17.51% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | +5.13% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.66% | — | +10.27% | |
| 33 | FAST | Fastenal Co | 股票-工业 | 0.65% | +0.11% | +1.32% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.64% | — | -2.33% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.64% | — | -11.29% | |
| 36 | CSL | Carlisle Cos INC | 股票-工业 | 0.61% | — | +2.07% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.61% | — | +16.93% | |
| 38 | VDE | Vanguard Energy ETF | ETF-其他 | 0.61% | +0.20% | -0.74% | |
| 39 | CPRT | Copart INC | 股票-工业 | 0.60% | -0.09% | +8.53% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | -0.07% | |
| 41 | MKL | Markel Group INC | 股票-金融 | 0.59% | — | +1.40% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.57% | — | +4.94% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | — | -1.63% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.56% | — | -1.79% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | — | +21.94% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | -8.80% | |
| 47 | BATRA | Atlanta Braves Holdings In-a | 股票-其他 | 0.50% | — | -0.55% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.50% | -0.18% | +2.75% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.48% | -0.09% | -0.24% | |
| 50 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.47% | — | +1.84% |