CIK: 0001270764
申报总市值
US$3595.0万
| # | 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 | WY | Weyerhaeuser Co | 股票-房地产 | 30.16% | +1.30% | +0.01% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 26.39% | -0.09% | — | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 19.19% | +0.02% | -1.59% | |
| 4 | PCH | Potlatchdeltic CORP | 股票-其他 | 15.63% | -12.07% | EXIT | |
| 5 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 7.59% | — | — | |
| 6 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-其他 | 1.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PCH | Potlatchdeltic CORP | +0.9% | — | 不变 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.6% | — | 不变 |
| 3 | WY | Weyerhaeuser Co | +0.3% | +0.01% | 加仓 |
| 4 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | 0% | — | 不变 |
| 5 | IWB | Ishares Russell 1000 ETF | -0.2% | -1.59% | 减仓 |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.9% | — | 不变 |
| 7 | VB | Vanguard Small-cap ETF | — | EXIT | 清仓 |
| 8 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |