CIK: 0001755785
申报总市值
US$5.0亿
仅显示前 200 大持股（共 331 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 36.30% | -1.79% | -2.96% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.16% | -0.01% | -0.06% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.31% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.63% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.59% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.80% | -0.08% | +0.38% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.48% | +0.36% | |
| 8 | BB3 | Brookline Bancorp INC | 股票-其他 | 1.60% | — | -1.48% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | -0.05% | -0.58% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | -0.14% | — | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.18% | +0.31% | +4.99% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.11% | +3.21% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | +0.23% | +15.60% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.06% | +0.91% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.06% | — | +0.69% | |
| 16 | AMGN | Amgen INC | 股票-医疗保健 | 1.05% | — | +1.13% | |
| 17 | MDT | Medtronic plc | 股票-医疗保健 | 1.01% | — | +3.86% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 0.89% | -0.09% | -0.73% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.88% | +0.12% | +11.73% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.88% | -0.03% | +10.64% | |
| 21 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.85% | -0.32% | +9.69% | |
| 22 | ALB | Albemarle CORP | 股票-原材料 | 0.80% | — | -4.79% | |
| 23 | Z | Zillow Group INC - C | 股票-通信服务 | 0.77% | — | -11.30% | |
| 24 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.70% | — | -45.19% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | — | +17.40% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.70% | — | +4.30% | |
| 27 | CCI | Crown Castle INC | 股票-房地产 | 0.69% | — | +18.72% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | +0.07% | +33.39% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.64% | — | +26.02% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.64% | — | +15.82% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | -1.92% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | — | -3.42% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.60% | -0.03% | +14.47% | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.59% | — | — | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.58% | — | +6.23% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | — | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | +0.06% | +16.15% | |
| 38 | XLB | Ss Materials Select Sector | ETF-其他 | 0.57% | +0.09% | +11.67% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.56% | — | +2.91% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.55% | — | — | |
| 41 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.53% | — | +87.40% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.53% | +0.11% | +11.86% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.52% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | +4.19% | |
| 45 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.49% | — | — | |
| 46 | FAST | Fastenal Co | 股票-工业 | 0.49% | +0.05% | -3.02% | |
| 47 | BX | Blackstone INC | 股票-金融 | 0.39% | -0.09% | +3.12% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.38% | — | — | |
| 49 | STNE | StoneCo Ltd. | 股票-其他 | 0.38% | — | +1.44% | |
| 50 | 2JE | Focus Financial Partners-a | 股票-其他 | 0.38% | — | — |