CIK: 0001755785
申報總市值
US$5.0億
| # | 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 66.95% | -1.79% | — | |
| 2 | BB3 | Brookline Bancorp INC | 股票-其他 | 3.98% | — | — | |
| 3 | SGENEUR | Seagen INC | 股票-其他 | 1.63% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 1.31% | -0.08% | — | |
| 5 | AMGN | Amgen INC | 股票-醫療保健 | 1.14% | — | — | |
| 6 | ✓ | Hc2 Holdings INC | 股票-其他 | 1.10% | — | — | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | -0.11% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | +0.23% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.48% | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.06% | — | |
| 11 | CTXSEUR | Citrix Systems INC | 股票-其他 | 0.96% | — | — | |
| 12 | ANDX | Andeavor Logistics LP | 股票-其他 | 0.96% | — | — | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | -0.14% | — | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 0.86% | — | — | |
| 15 | EOG | Eog Resources INC | 股票-能源 | 0.71% | — | — | |
| 16 | CSCO | Cisco Systems INC | 股票-科技 | 0.69% | — | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.69% | — | — | |
| 18 | WEP | Magellan Midstream Partners | 股票-其他 | 0.61% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.07% | — | |
| 20 | DHR | Danaher CORP | 股票-醫療保健 | 0.55% | -0.09% | — | |
| 21 | ✓ | 股票-其他 | 0.54% | — | — | ||
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.54% | -0.05% | — | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | — | — | |
| 24 | C | Citigroup INC | 股票-金融 | 0.45% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.43% | — | — | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.42% | — | — | |
| 28 | WM | Waste Management INC | 股票-工業 | 0.37% | — | — | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 0.35% | — | — | |
| 30 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.34% | +0.31% | — | |
| 31 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.26% | — | — | |
| 32 | FDX | Fedex CORP | 股票-工業 | 0.26% | — | — | |
| 33 | YUMC | Yum China Holdings INC | 股票-循環性消費 | 0.25% | — | — | |
| 34 | GNTX | Gentex CORP | 股票-循環性消費 | 0.24% | — | — | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.23% | — | — | |
| 36 | COP | Conocophillips | 股票-能源 | 0.22% | — | — | |
| 37 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.21% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.20% | -0.04% | — | |
| 39 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.19% | — | — | |
| 40 | PBCTEUR | People's United Financial | 股票-其他 | 0.16% | — | — | |
| 41 | BBTUSD | Bb&t CORP | 股票-其他 | 0.15% | — | — | |
| 42 | AXP | American Express Co | 股票-金融 | 0.15% | — | — | |
| 43 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.15% | — | — | |
| 44 | SENS1GBP | Senseonics Holdings INC | 股票-其他 | 0.14% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.13% | — | — | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.12% | — | — | |
| 47 | FAST | Fastenal Co | 股票-工業 | 0.12% | +0.05% | — | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.11% | — | — | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.10% | — | — | |
| 50 | AIG | American International Group | 股票-金融 | 0.10% | — | — |