CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 296 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 | 35.63% | -1.79% | -0.68% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.37% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.05% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.77% | — | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.52% | — | +3.08% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.08% | -5.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.48% | -9.77% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.51% | -0.14% | -5.41% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.47% | -0.05% | +4.98% | |
| 10 | BB3 | Brookline Bancorp INC | 股票-其他 | 1.30% | — | -3.88% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.27% | — | +4.99% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | +0.23% | +4.26% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.08% | -0.09% | -3.96% | |
| 14 | ALB | Albemarle CORP | 股票-原物料 | 1.07% | — | -4.35% | |
| 15 | CCI | Crown Castle INC | 股票-房地產 | 1.01% | — | +16.64% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.99% | +0.12% | +4.86% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.06% | +2.97% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.95% | +0.31% | +1.29% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.90% | — | +6.54% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.88% | -0.03% | -9.64% | |
| 21 | SMPL | Simply Good Foods Co/the | 股票-其他 | 0.84% | — | +2.82% | |
| 22 | HACKUSD | Etfmg Prime Cyber Security E | ETF-其他 | 0.82% | — | +55.38% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.81% | — | +7.99% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.77% | — | +0.04% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.74% | -0.03% | +6.70% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.71% | — | +1.24% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.11% | -24.54% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.67% | +0.06% | +7.63% | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.67% | +0.09% | +7.40% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.67% | — | -6.37% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | +0.07% | -2.52% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.62% | +0.11% | +2.84% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.58% | — | +7.16% | |
| 34 | BX | Blackstone INC | 股票-金融 | 0.58% | -0.09% | — | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.57% | — | +7.32% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | — | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.56% | — | — | |
| 38 | FAST | Fastenal Co | 股票-工業 | 0.53% | +0.05% | +0.82% | |
| 39 | 2JE | Focus Financial Partners-a | 股票-其他 | 0.52% | — | +31.50% | |
| 40 | F | Ford Motor Co | 股票-循環性消費 | 0.48% | — | +17.20% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.47% | — | -48.36% | |
| 42 | FLEX | Flex Ltd. | 股票-科技 | 0.47% | — | +3.70% | |
| 43 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.43% | — | — | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.40% | — | +297.83% | |
| 45 | WM | Waste Management INC | 股票-工業 | 0.40% | — | -5.37% | |
| 46 | TSLA | Tesla INC | 股票-循環性消費 | 0.38% | -0.04% | -17.64% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.34% | — | +1764.63% | |
| 48 | BATT | Amplify Lithium Battery Tech | ETF-科技型 | 0.33% | — | — | |
| 49 | BLKCHF | Blackrock INC | 股票-其他 | 0.32% | — | — | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.32% | — | — |