CIK: 0000356264
申報總市值
US$19.4億
僅顯示前 200 大持股（共 232 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 | 31.75% | +1.55% | +0.82% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.73% | -1.59% | +6.86% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.05% | +0.13% | +25.44% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.12% | -0.15% | -18.53% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.02% | +0.17% | -13.18% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.01% | +0.41% | +8.77% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.82% | — | +9.09% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.39% | — | +17.79% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.28% | — | +7.85% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | +0.10% | +0.84% | |
| 11 | HON | Honeywell International INC | 股票-工業 | 1.19% | +0.12% | +1.29% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.49% | +1.82% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | +0.15% | -2.44% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.97% | — | -0.41% | |
| 15 | PEP | Pepsico INC | 股票-非循環性消費 | 0.94% | — | -0.62% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.12% | -0.05% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.91% | -0.05% | +1.36% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.88% | -0.16% | +1.28% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.11% | +5.28% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | — | +1.29% | |
| 21 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.75% | +0.06% | -0.56% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.74% | — | +0.94% | |
| 23 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.73% | — | -0.06% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | -1.32% | |
| 25 | MMM | 3m Co | 股票-工業 | 0.68% | — | +0.02% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.68% | — | -1.68% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | +0.13% | +1414.60% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | -0.10% | +0.01% | |
| 29 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.61% | — | +9.54% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.61% | — | -0.34% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.56% | -0.18% | +2.43% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | -12.70% | |
| 33 | DOW | Dow Chem Co | 股票-原物料 | 0.52% | — | +1.64% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工業 | 0.51% | — | -1.54% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | -0.09% | -2.06% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.49% | — | -1.97% | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.45% | — | +2.25% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.13% | -4.82% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -1.76% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.42% | — | -3.71% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.41% | -0.11% | +0.96% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | — | +5.43% | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.39% | — | +1.21% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.38% | — | +9.34% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.38% | -0.10% | -2.71% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.37% | — | -4.80% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.37% | — | +2.54% | |
| 48 | GIS | General Mills INC | 股票-非循環性消費 | 0.36% | — | -4.04% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.33% | -0.08% | -0.24% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.33% | -0.32% | +36.76% |