CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 236 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 | 46.69% | -1.79% | -0.35% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.57% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.02% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.62% | — | — | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.13% | -0.08% | -0.85% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.48% | — | |
| 7 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.85% | +0.31% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | +0.23% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.41% | — | — | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | -0.14% | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.17% | +0.12% | +5.15% | |
| 12 | ALB | Albemarle CORP | 股票-原物料 | 1.11% | — | +1.44% | |
| 13 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.94% | -0.05% | +0.44% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.06% | — | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | -0.03% | +9.04% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 0.87% | -0.09% | -1.49% | |
| 17 | XLB | Ss Materials Select Sector | ETF-其他 | 0.86% | +0.09% | +5.08% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.86% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.11% | — | |
| 20 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.78% | — | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.76% | +0.06% | +5.51% | |
| 22 | BX | Blackstone INC | 股票-金融 | 0.61% | -0.09% | — | |
| 23 | TAN | Invesco Solar ETF | ETF-其他 | 0.61% | — | +1.75% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.60% | -0.03% | +81.06% | |
| 25 | PEP | Pepsico INC | 股票-非循環性消費 | 0.59% | — | — | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.58% | — | -4.72% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.07% | -10.00% | |
| 28 | WM | Waste Management INC | 股票-工業 | 0.56% | — | +39.90% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.55% | — | +8.22% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.49% | — | +15.87% | |
| 31 | STNE | StoneCo Ltd. | 股票-其他 | 0.47% | — | +667.56% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.45% | — | -12.45% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.44% | — | -7.25% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.43% | — | — | |
| 35 | F | Ford Motor Co | 股票-循環性消費 | 0.41% | — | +0.01% | |
| 36 | FAST | Fastenal Co | 股票-工業 | 0.39% | +0.05% | — | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.33% | — | — | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | -0.02% | — | |
| 39 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.30% | -0.32% | — | |
| 40 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.30% | — | — | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.30% | — | — | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.29% | — | — | |
| 43 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.28% | — | — | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.27% | — | — | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.26% | -0.04% | -0.32% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.24% | -0.04% | — | |
| 47 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.23% | — | — | |
| 48 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.19% | — | — | |
| 49 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.18% | — | — | |
| 50 | FORA | Forian INC | 股票-其他 | 0.18% | — | +35.24% |