CIK: 0001468685
申报总市值
US$8.1亿
| # | 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 | 19.24% | — | -0.84% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 12.64% | — | -16.37% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.38% | — | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.99% | — | -0.45% | |
| 5 | VDE | Vanguard Energy ETF | ETF-其他 | 5.43% | — | — | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.53% | — | +5.20% | |
| 7 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 4.31% | — | -32.28% | |
| 8 | ✓ | 股票-其他 | 3.41% | — | -2.97% | ||
| 9 | AAPL | Apple INC | 股票-科技 | 3.19% | — | -14.41% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | — | +127.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | — | -12.06% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.39% | — | -4.26% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | — | +28.37% | |
| 14 | KMX | Carmax INC | 股票-周期性消费 | 1.02% | — | +11.00% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | -17.39% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | — | +346.01% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -5.53% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | — | +7.90% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | +7.66% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -14.81% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | -0.29% | |
| 22 | CVCO | Cavco Industries INC | 股票-周期性消费 | 0.51% | — | +303.36% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | +0.36% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | — | -32.67% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.43% | — | +3.28% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | -1.43% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.40% | — | -9.05% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | -3.04% | |
| 29 | FRME | First Merchants CORP | 股票-其他 | 0.37% | — | +158.64% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.37% | — | +35.76% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.37% | — | -4.82% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.36% | — | +4.42% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +3.99% | |
| 34 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 0.35% | — | +21.39% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.33% | — | -2.01% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.32% | — | +19.64% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.31% | — | +9.15% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.30% | — | +43.07% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.30% | — | +36.73% | |
| 40 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.30% | — | -12.67% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.29% | — | — | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.27% | — | — | |
| 43 | INTU | Intuit INC | 股票-科技 | 0.27% | — | +2.28% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.27% | — | +4.03% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.27% | — | -6.54% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.27% | — | +15.76% | |
| 47 | BLKCHF | Blackrock INC | 股票-其他 | 0.27% | — | -2.27% | |
| 48 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.26% | — | +4.66% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.26% | — | +5.44% | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.25% | — | +0.56% |