CIK: 0000356264
申報總市值
US$19.4億
僅顯示前 200 大持股（共 229 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 | SRCE | 1st Source CORP | 股票-其他 | 27.99% | +1.55% | +0.88% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.96% | -1.59% | +26.90% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.05% | +0.13% | +45.77% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.20% | -0.15% | -5.02% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.96% | +0.17% | +15.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.98% | +0.41% | +3.08% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.73% | — | +16.22% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | +0.10% | -0.30% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.39% | — | +20.34% | |
| 10 | HON | Honeywell International INC | 股票-工業 | 1.31% | +0.12% | +1.03% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.21% | — | +8.95% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | +0.15% | -0.42% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 1.10% | — | -1.01% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.49% | +0.14% | |
| 15 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.01% | — | +2.19% | |
| 16 | AAPL | Apple INC | 股票-科技 | 0.94% | -0.16% | +0.14% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | — | +0.56% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.89% | -0.05% | +0.88% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.89% | +0.06% | +1.25% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.12% | +3.08% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.80% | — | -1.16% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.80% | — | +6.08% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.78% | — | +4.68% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.76% | — | -0.68% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.75% | — | -1.59% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.11% | +3.81% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.10% | -0.21% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | -0.64% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | -0.18% | -0.71% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.58% | — | +1.42% | |
| 31 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.54% | — | -0.22% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | — | -0.97% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.13% | -0.51% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.52% | — | +0.34% | |
| 35 | DOW | Dow Chem Co | 股票-原物料 | 0.52% | — | +2.06% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +2.17% | |
| 37 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.48% | — | +1.38% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.48% | -0.09% | -1.56% | |
| 39 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.46% | — | -27.45% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.46% | — | +0.08% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.45% | — | -0.17% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.44% | — | +6.70% | |
| 43 | GIS | General Mills INC | 股票-非循環性消費 | 0.44% | — | -0.42% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.10% | -0.90% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.41% | -0.08% | -2.29% | |
| 46 | ALL | Allstate CORP | 股票-金融 | 0.40% | — | -0.22% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.39% | -0.11% | +1.45% | |
| 48 | CAH | Cardinal Health INC | 股票-醫療保健 | 0.37% | — | +0.48% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.37% | — | -2.18% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.36% | — | +3.30% |