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 | 33.85% | -0.76% | +1.37% | |
| 2 | SYY | Sysco CORP | 股票-非循環性消費 | 16.15% | +0.33% | +0.30% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.02% | +0.39% | -1.72% | |
| 4 | HTLD | Heartland Express INC | 股票-其他 | 6.85% | — | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.82% | -1.11% | +8.57% | |
| 6 | TECD1USD | Tech Data CORP | 股票-其他 | 6.66% | — | +0.25% | |
| 7 | ✓ | U S G CORP | 股票-其他 | 4.20% | — | +0.60% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.35% | +0.28% | — | |
| 9 | DJCO | Daily Journal CORP | 股票-其他 | 1.53% | — | — | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.38% | — | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | — | — | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 0.80% | — | — | |
| 13 | UTXZ | United Tech CORP | 股票-其他 | 0.78% | — | — | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 0.73% | +0.03% | -7.45% | |
| 15 | WMT | Walmart INC | 股票-非循環性消費 | 0.54% | -0.21% | — | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.24% | -0.06% | +0.46% | |
| 17 | BBTUSD | Bb&t CORP | 股票-其他 | 0.22% | — | — | |
| 18 | NSC | Norfolk Southern CORP | 股票-工業 | 0.20% | — | — | |
| 19 | NHI | Natl Health Investors INC | 股票-其他 | 0.19% | — | — | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.18% | — | — | |
| 21 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.18% | — | — | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 0.18% | — | — | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.12% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SYY | Sysco CORP | +0.8% | +0.30% | 加碼 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | +8.57% | 加碼 |
| 3 | ✓ | U S G CORP | +0.2% | +0.60% | 加碼 |
| 4 | DJCO | Daily Journal CORP | +0.2% | — | 不變 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.37% | 加碼 |
| 6 | BMY | Bristol-myers Squibb Co | 0% | +0.46% | 加碼 |
| 7 | WMT | Walmart INC | 0% | — | 不變 |
| 8 | NHI | Natl Health Investors INC | 0% | — | 不變 |
| 9 | BBTUSD | Bb&t CORP | 0% | — | 不變 |
| 10 | DUK | Duke Energy CORP | 0% | — | 不變 |
| 11 | NSC | Norfolk Southern CORP | — | — | 不變 |
| 12 | VV | Vanguard Large-cap ETF | — | — | 不變 |
| 13 | BAC | Bank Of America CORP | — | — | 不變 |
| 14 | ADP | Automatic Data Processing | 0% | — | 不變 |
| 15 | UTXZ | United Tech CORP | 0% | — | 不變 |
| 16 | ORCL | Oracle CORP | 0% | — | 不變 |
| 17 | PM | Philip Morris International | -0.1% | -7.45% | 減碼 |
| 18 | MSFT | Microsoft CORP | -0.1% | — | 不變 |
| 19 | AXP | American Express Co | -0.1% | — | 不變 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -1.72% | 減碼 |
| 21 | TECD1USD | Tech Data CORP | -0.7% | +0.25% | 加碼 |
| 22 | HTLD | Heartland Express INC | -0.7% | — | 不變 |
| 23 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |