CIK: 0001484085
申報總市值
US$3.4億
| # | 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 | 26.03% | -0.76% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 17.29% | +0.39% | — | |
| 3 | SYY | Sysco CORP | 股票-非循環性消費 | 12.95% | +0.33% | — | |
| 4 | ✓ | 股票-其他 | 12.18% | — | — | ||
| 5 | HTLD | Heartland Express INC | 股票-其他 | 7.54% | — | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.29% | -1.11% | — | |
| 7 | TECD1USD | Tech Data CORP | 股票-其他 | 4.80% | — | — | |
| 8 | ✓ | U S G CORP | 股票-其他 | 4.24% | — | — | |
| 9 | AXP | American Express Co | 股票-金融 | 3.62% | +0.28% | — | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.34% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | — | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 0.87% | +0.03% | — | |
| 13 | WMT | Walmart INC | 股票-非循環性消費 | 0.57% | -0.21% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.04% | — | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.23% | — | — | |
| 16 | BBTUSD | Bb&t CORP | 股票-其他 | 0.22% | — | — | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.21% | — | — | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.20% | +0.05% | — | |
| 19 | NSC | Norfolk Southern CORP | 股票-工業 | 0.18% | — | — |