CIK: 0001755785
申報總市值
US$5.0億
僅顯示前 200 大持股（共 238 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 | 46.74% | -1.79% | -0.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.81% | -0.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.92% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.62% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | -0.48% | -1.63% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.01% | +0.31% | +0.11% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.86% | -0.08% | -2.14% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.45% | -0.14% | -3.52% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.45% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | +0.23% | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.28% | +0.12% | +0.13% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | -0.03% | +0.42% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.06% | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.00% | -0.05% | -2.23% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | — | +0.76% | |
| 16 | XLB | Ss Materials Select Sector | ETF-其他 | 0.94% | +0.09% | +0.34% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 0.92% | +0.38% | +1.08% | |
| 18 | BB3 | Brookline Bancorp INC | 股票-其他 | 0.87% | — | -1.50% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.11% | -5.43% | |
| 20 | BX | Blackstone INC | 股票-金融 | 0.79% | -0.09% | -2.43% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 0.79% | -0.09% | -2.59% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.72% | — | -8.40% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | -0.03% | +0.47% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.67% | — | -0.08% | |
| 25 | ALB | Albemarle CORP | 股票-原物料 | 0.66% | — | -20.68% | |
| 26 | WM | Waste Management INC | 股票-工業 | 0.56% | — | +1.56% | |
| 27 | STNE | StoneCo Ltd. | 股票-其他 | 0.56% | — | -20.76% | |
| 28 | PEP | Pepsico INC | 股票-非循環性消費 | 0.51% | — | -2.91% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | +0.07% | -2.03% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.42% | — | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.41% | — | -10.67% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.38% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | -0.02% | — | |
| 34 | FAST | Fastenal Co | 股票-工業 | 0.36% | +0.05% | -6.07% | |
| 35 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.32% | — | — | |
| 36 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.30% | -0.32% | — | |
| 37 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.30% | — | -1.41% | |
| 38 | BLKCHF | Blackrock INC | 股票-其他 | 0.30% | — | -6.17% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密貨幣 | 0.28% | -0.07% | — | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.28% | — | -4.52% | |
| 41 | BHVN | Biohaven Ltd. | 股票-其他 | 0.28% | — | -2.29% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.27% | -0.04% | — | |
| 43 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.26% | — | -7.08% | |
| 44 | TSLA | Tesla INC | 股票-循環性消費 | 0.26% | -0.04% | +9.24% | |
| 45 | FORA | Forian INC | 股票-其他 | 0.23% | — | +6.78% | |
| 46 | ARRY | Array Technologies INC | 股票-其他 | 0.23% | — | -32.80% | |
| 47 | TAN | Invesco Solar ETF | ETF-其他 | 0.23% | — | -13.08% | |
| 48 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.21% | — | — | |
| 49 | F | Ford Motor Co | 股票-循環性消費 | 0.20% | — | +0.01% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.20% | — | +101.45% |