CIK: 0001568190
申报总市值
US$10.8亿
仅显示前 200 大持股（共 337 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 | 45.31% | +0.02% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 12.23% | -0.19% | -0.15% | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 8.67% | -0.04% | +0.01% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 5.58% | +0.62% | -0.42% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.13% | -0.22% | -0.34% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.98% | +0.09% | -0.00% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.77% | -0.24% | -1.10% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.19% | +0.51% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.02% | +0.01% | -7.34% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.03% | -5.20% | |
| 11 | DJCO | Daily Journal CORP | 股票-其他 | 0.64% | +0.04% | — | |
| 12 | USB | US Bancorp | 股票-金融 | 0.49% | — | -0.08% | |
| 13 | AFL | Aflac INC | 股票-金融 | 0.46% | — | -0.02% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.06% | -1.75% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.29% | — | -14.65% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.28% | +0.02% | — | |
| 17 | AXP | American Express Co | 股票-金融 | 0.26% | +0.01% | +0.05% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | +0.04% | -11.53% | |
| 19 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.24% | +0.09% | +0.03% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.22% | +0.01% | +0.60% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | +0.01% | +0.42% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | +0.01% | +0.42% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.18% | — | +6.62% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.18% | — | — | |
| 25 | 9990302D | Apache CORP | 股票-其他 | 0.18% | -0.03% | — | |
| 26 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.18% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.16% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | — | +1.63% | |
| 29 | JWNUSD | Nordstrom INC | 股票-其他 | 0.16% | -0.05% | -10.85% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.15% | — | -0.16% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.14% | — | +1.46% | |
| 32 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.13% | — | +1.82% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.12% | — | -1.73% | |
| 34 | VZ | Verizon Communications INC | 股票-通信服务 | 0.12% | — | +2.65% | |
| 35 | L | Loews CORP | 股票-金融 | 0.11% | — | -0.06% | |
| 36 | CNQ | Canadian Natural Resources | 股票-能源 | 0.11% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.11% | — | — | |
| 38 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.10% | -0.03% | EXIT | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.09% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.09% | +0.02% | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.09% | +0.01% | — | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.09% | +0.01% | +1.22% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.09% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.09% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.09% | — | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.09% | — | +3.32% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.09% | +0.03% | +0.99% | |
| 48 | AYAEUR | Stars Group Inc/the | 股票-其他 | 0.09% | — | +37.16% | |
| 49 | ✓ | 股票-其他 | 0.09% | — | — | ||
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.08% | — | -32.04% |