CIK: 0001839890
申报总市值
US$3.4亿
| # | 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 | 17.77% | -0.73% | +2.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.12% | -0.02% | +0.90% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 13.79% | +0.14% | +0.81% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 9.23% | -0.21% | +0.78% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 8.97% | +0.09% | +1.96% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 8.38% | -0.24% | +1.20% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 5.18% | -0.09% | +0.48% | |
| 8 | XLE | Ss Energy Select Sector | ETF-其他 | 4.83% | -0.25% | +3.35% | |
| 9 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 3.47% | -0.23% | +0.19% | |
| 10 | FTGC | First Trust Global Tactical | ETF-其他 | 3.03% | +0.26% | +2.41% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.16% | +35.00% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.27% | +0.17% | +42.04% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.20% | +0.15% | -6.23% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.04% | +29.60% | |
| 15 | MKL | Markel Group INC | 股票-金融 | 0.72% | -0.09% | +43.33% | |
| 16 | T | At&t INC | 股票-通信服务 | 0.59% | -0.14% | EXIT | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +15.78% | |
| 18 | AXP | American Express Co | 股票-金融 | 0.49% | +0.03% | +0.24% | |
| 19 | C | Citigroup INC | 股票-金融 | 0.45% | -0.06% | +1.58% | |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.31% | — | +6.15% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.29% | -0.05% | -22.97% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 0.28% | -0.02% | — | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.27% | -0.08% | -5.98% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.23% | -0.01% | +17.15% | |
| 25 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.22% | -0.06% | +1.37% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | +0.08% | NEW | |
| 27 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.18% | — | -49.05% | |
| 28 | UAL | United Airlines Holdings INC | 股票-工业 | 0.13% | -0.09% | EXIT | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.12% | +0.19% | NEW | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.12% | -0.01% | -51.38% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.11% | — | -7.20% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.10% | -0.22% | — | |
| 33 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.10% | -0.07% | EXIT | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.10% | -0.01% | — |