CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 306 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 | 10.78% | -0.10% | +2.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.22% | -1.33% | +3.41% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.02% | +0.02% | -1.58% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.24% | +0.40% | +2.25% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.13% | -0.45% | +2.18% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 3.94% | — | +3.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.80% | — | +10.97% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.77% | — | -12.32% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.59% | — | +48.03% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.54% | +0.20% | +0.93% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.51% | -0.06% | +0.19% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.44% | -0.01% | +1.84% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.61% | -3.21% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | — | +2.51% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.24% | — | -28.14% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | +0.07% | +1.30% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.10% | +0.16% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.05% | — | -11.12% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 1.04% | — | +6.59% | |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.90% | — | -9.45% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.13% | -7.22% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.04% | -2.02% | |
| 24 | ABBV | Abbvie INC | 股票-醫療保健 | 0.87% | -0.03% | -16.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | +25.66% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.82% | — | -0.10% | |
| 27 | HON | Honeywell International INC | 股票-工業 | 0.79% | +0.06% | -2.20% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | — | -8.41% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.73% | — | +7.24% | |
| 30 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.72% | — | -3.84% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.69% | — | -9.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.03% | +11.41% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | -0.04% | +1.86% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | — | -19.13% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.67% | — | -14.28% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.67% | — | -18.19% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | — | |
| 38 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.65% | — | +0.30% | |
| 39 | ALEX | Alexander & Baldwin INC | 股票-其他 | 0.63% | — | — | |
| 40 | PFE | Pfizer INC | 股票-醫療保健 | 0.60% | — | +3.01% | |
| 41 | MO | Altria Group INC | 股票-非循環性消費 | 0.60% | — | -11.72% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.50% | — | +0.89% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.49% | — | +0.93% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.49% | — | -3.68% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.07% | +0.54% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.43% | — | -7.34% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.12% | -1.64% | |
| 48 | BCE | Bce INC | 股票-通訊服務 | 0.36% | — | -26.85% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.35% | — | -28.24% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.34% | — | +86.66% |