CIK: 0001568190
申報總市值
US$10.8億
僅顯示前 200 大持股（共 363 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 | 41.61% | +0.02% | -3.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 12.17% | -0.19% | +2.26% | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 8.88% | -0.04% | +102.72% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 6.51% | +0.62% | +3775.08% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.40% | -0.22% | +0.39% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.12% | -0.24% | +3.55% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.37% | +0.09% | +7.94% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.19% | +5.27% | |
| 9 | AAPL | Apple INC | 股票-科技 | 0.80% | +0.01% | +110.61% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.03% | +11.41% | |
| 11 | DJCO | Daily Journal CORP | 股票-其他 | 0.62% | +0.04% | — | |
| 12 | USB | US Bancorp | 股票-金融 | 0.50% | — | — | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | -0.06% | +3.65% | |
| 14 | AFL | Aflac INC | 股票-金融 | 0.43% | — | — | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.42% | — | — | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.29% | +0.02% | +33.04% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.26% | +0.01% | +155.59% | |
| 18 | AXP | American Express Co | 股票-金融 | 0.24% | +0.01% | +92.18% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | +0.04% | +30.80% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | +0.01% | +196.84% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.19% | +0.01% | +116.79% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.18% | — | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.18% | — | — | |
| 24 | 9990302D | Apache CORP | 股票-其他 | 0.17% | -0.03% | +57.52% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.16% | — | — | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.16% | — | +317.45% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.16% | — | — | |
| 28 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 0.16% | — | +417.09% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.15% | — | -4.23% | |
| 30 | SNAP | Snap INC - A | 股票-通訊服務 | 0.15% | — | +0.01% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.15% | — | +167.82% | |
| 32 | JWNUSD | Nordstrom INC | 股票-其他 | 0.15% | -0.05% | +4.99% | |
| 33 | PFE | Pfizer INC | 股票-醫療保健 | 0.14% | — | +111.62% | |
| 34 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.14% | +0.09% | +0.33% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.14% | — | +273.86% | |
| 36 | SPG | Simon Property Group INC | 股票-房地產 | 0.14% | — | — | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.13% | — | — | |
| 38 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.13% | — | — | |
| 39 | CNQ | Canadian Natural Resources | 股票-能源 | 0.12% | — | — | |
| 40 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.12% | -0.03% | EXIT | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.12% | — | +57.84% | |
| 42 | L | Loews CORP | 股票-金融 | 0.12% | — | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.11% | — | -0.27% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.11% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.11% | — | +255.60% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.11% | — | +4.86% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.11% | +0.01% | +9.32% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.10% | +0.02% | +39.86% | |
| 49 | PLD | Prologis INC | 股票-房地產 | 0.10% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.10% | — | +25.21% |