CIK: 0001468685
申報總市值
US$8.1億
僅顯示前 200 大持股（共 223 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 17.16% | — | -0.56% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 10.97% | — | -2.68% | |
| 3 | IQLT | Ishares Msci International Q | ETF-其他 | 10.06% | — | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.57% | — | -1.39% | |
| 5 | VDE | Vanguard Energy ETF | ETF-其他 | 5.57% | — | -3.80% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.06% | — | -0.54% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.93% | — | +0.85% | |
| 8 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 3.60% | — | -5.68% | |
| 9 | ✓ | 股票-其他 | 3.04% | — | -1.21% | ||
| 10 | AAPL | Apple INC | 股票-科技 | 2.50% | — | +4.76% | |
| 11 | KMX | Carmax INC | 股票-循環性消費 | 1.36% | — | +17.38% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | -1.12% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.21% | — | +1.66% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | — | -11.91% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +14.31% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | — | +13.85% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | — | -1.83% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | — | +11.17% | |
| 19 | GEF | Greif Inc-cl A | 股票-其他 | 0.56% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | — | -61.44% | |
| 21 | OMGBP | Outset Medical INC | 股票-其他 | 0.49% | — | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.47% | — | -3.31% | |
| 23 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | -2.00% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.38% | — | -1.68% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.37% | — | -5.14% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | — | +1.45% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.36% | — | +3.79% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.36% | — | +0.12% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.35% | — | +3.51% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.34% | — | -2.83% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.33% | — | +6.25% | |
| 32 | FRME | First Merchants CORP | 股票-其他 | 0.32% | — | -14.89% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.32% | — | +0.58% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.30% | — | -6.14% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.28% | — | +2.93% | |
| 36 | HD | Home Depot INC | 股票-循環性消費 | 0.28% | — | +11.44% | |
| 37 | CVCO | Cavco Industries INC | 股票-循環性消費 | 0.26% | — | -50.01% | |
| 38 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.26% | — | — | |
| 39 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 0.26% | — | +635.10% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.26% | — | -6.64% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.26% | — | -16.40% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.26% | — | +120.62% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.25% | — | -5.60% | |
| 44 | ABBV | Abbvie INC | 股票-醫療保健 | 0.24% | — | -3.51% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.24% | — | +1.90% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.24% | — | +15.09% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.24% | — | +5.90% | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.23% | — | -0.24% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.23% | — | -3.09% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.23% | — | +21.45% |