CIK: 0001926344
申報總市值
US$3.5億
| # | 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-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 75.84% | -5.46% | +62.55% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.15% | -0.80% | +9.17% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.91% | +3.82% | +14.11% | |
| 4 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | — | -1.01% | |
| 5 | CHCO | City Holding Co | 股票-其他 | 1.00% | -0.06% | +2.41% | |
| 6 | AAPL | Apple INC | 股票-科技 | 0.76% | +0.47% | +1.69% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.02% | -2.13% | |
| 8 | CZR | Caesars Entertainment INC | 股票-循環性消費 | 0.38% | -0.07% | EXIT | |
| 9 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.37% | -0.02% | — | |
| 10 | AEP | American Electric Power | 股票-公用事業 | 0.37% | -0.02% | +17.24% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | -0.02% | +0.04% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 0.26% | -0.01% | — | |
| 13 | CPRX | Catalyst Pharmaceuticals INC | 股票-醫療保健 | 0.26% | -0.01% | — | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.25% | -0.02% | — | |
| 15 | GPN | Global Payments INC | 股票-工業 | 0.24% | -0.07% | EXIT | |
| 16 | ✓ | Direxion Shs ETF Tr | ETF-其他 | 0.22% | — | — | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 0.19% | — | -4.10% |