CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 321 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.36% | -0.10% | +7.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.76% | +0.02% | +2.84% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.24% | +0.40% | +1.04% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 3.84% | -0.45% | +1.36% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.78% | -1.33% | +38.07% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.55% | — | +6.08% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.19% | — | +3272.11% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.21% | — | +1605.72% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.43% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | +0.20% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | +0.07% | +0.12% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.61% | -0.67% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.06% | +0.19% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | — | -1.87% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.24% | -0.01% | +1.74% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.24% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | +0.13% | +0.86% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.17% | -0.04% | +0.42% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.07% | — | — | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.06% | — | -1.04% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.01% | — | +10.78% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.00% | — | -0.45% | |
| 23 | T | At&t INC | 股票-通訊服務 | 0.99% | — | -0.17% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 0.95% | — | -1.21% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.94% | — | -2.54% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.91% | — | +0.34% | |
| 27 | MO | Altria Group INC | 股票-非循環性消費 | 0.90% | — | +0.77% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.90% | — | — | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.78% | — | -7.09% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.77% | — | -1.05% | |
| 31 | NGG | National Grid plc | 股票-公用事業 | 0.77% | — | -0.73% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.77% | — | -4.10% | |
| 33 | REYN | Reynolds Consumer Products Inc. | 股票-其他 | 0.76% | — | -11.02% | |
| 34 | HON | Honeywell International INC | 股票-工業 | 0.75% | +0.06% | -0.45% | |
| 35 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.74% | — | -0.63% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.72% | -0.03% | +7.42% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.70% | — | — | |
| 38 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.70% | — | -8.95% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | -0.04% | +11.71% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | +0.16% | +43.19% | |
| 41 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.67% | — | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.66% | — | -0.13% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.66% | — | -2.02% | |
| 44 | GSK | GSK plc ADRhedged | 股票-醫療保健 | 0.61% | — | -2.95% | |
| 45 | BCE | Bce INC | 股票-通訊服務 | 0.60% | — | +5.95% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.58% | — | -2.60% | |
| 47 | PEP | Pepsico INC | 股票-非循環性消費 | 0.56% | — | +4.72% | |
| 48 | GIS | General Mills INC | 股票-非循環性消費 | 0.55% | — | -1.93% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.54% | — | +4.04% | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.53% | — | -0.96% |