CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 273 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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 41.17% | -1.79% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.78% | -0.01% | +13061.25% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.75% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.07% | -0.08% | +281.64% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.48% | -2.09% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.75% | -0.05% | -4.77% | |
| 7 | AMGN | Amgen INC | 股票-醫療保健 | 1.33% | — | +3.91% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.11% | +0.99% | |
| 9 | BB3 | Brookline Bancorp INC | 股票-其他 | 1.20% | — | -3.44% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | -0.14% | +1.30% | |
| 11 | DHR | Danaher CORP | 股票-醫療保健 | 1.11% | -0.09% | — | |
| 12 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | — | +85.21% | |
| 13 | Z | Zillow Group INC - C | 股票-通訊服務 | 0.92% | — | +86.39% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +0.23% | +3.46% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.87% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.06% | +3.10% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 0.79% | — | +115.29% | |
| 18 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.77% | — | +65.63% | |
| 19 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.73% | -0.32% | +3059.81% | |
| 20 | RUN | Sunrun INC | 股票-科技 | 0.71% | — | -59.58% | |
| 21 | ALB | Albemarle CORP | 股票-原物料 | 0.67% | — | +1838.83% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | +0.31% | -7.90% | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.63% | — | — | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +2970.08% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.59% | — | — | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | +0.07% | +16.99% | |
| 27 | CCI | Crown Castle INC | 股票-房地產 | 0.53% | — | +43.05% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.53% | — | +2.12% | |
| 29 | SLP | Simulations Plus INC | 股票-其他 | 0.49% | — | -11.11% | |
| 30 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +16.72% | |
| 31 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.48% | — | -6.86% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.44% | — | -4.08% | |
| 33 | WM | Waste Management INC | 股票-工業 | 0.42% | — | +2.24% | |
| 34 | STNE | StoneCo Ltd. | 股票-其他 | 0.42% | — | +3.23% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.41% | — | +122.07% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.40% | — | +174.41% | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.36% | — | — | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.35% | — | +6.42% | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.34% | -0.09% | — | |
| 40 | SSRM | Ssr Mining INC | 股票-原物料 | 0.33% | — | +2228.72% | |
| 41 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.33% | — | +10.27% | |
| 42 | CIEN | Ciena CORP | 股票-科技 | 0.30% | — | -29.24% | |
| 43 | BLKCHF | Blackrock INC | 股票-其他 | 0.29% | — | — | |
| 44 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.27% | — | — | |
| 45 | YUMC | Yum China Holdings INC | 股票-循環性消費 | 0.27% | — | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.27% | — | — | |
| 47 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.27% | — | -18.37% | |
| 48 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.27% | — | +6.33% | |
| 49 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.25% | — | — | |
| 50 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.24% | — | — |