CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 319 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 | 15.42% | -0.10% | +2.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.66% | -1.33% | +1.61% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.40% | +0.02% | +2.22% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.72% | — | -0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.69% | — | -1.72% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.53% | +0.40% | -1.47% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.20% | -0.45% | -1.95% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.61% | -3.71% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.09% | +0.20% | -12.57% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.95% | -0.01% | +1.98% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.25% | — | -1.16% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.19% | -0.06% | -1.12% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.06% | +0.16% | +4.29% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.99% | — | -7.14% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.97% | +0.07% | +1.18% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.95% | — | -7.79% | |
| 17 | HON | Honeywell International INC | 股票-工業 | 0.85% | +0.06% | +6.62% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.85% | — | -10.16% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.07% | +0.10% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.04% | -2.98% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.81% | — | +0.06% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | -0.04% | -1.49% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.78% | +0.13% | +69.03% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.74% | — | -8.19% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | -2.59% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.13% | -8.81% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.69% | — | -1.05% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.67% | — | +12.69% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.03% | -5.10% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.64% | — | +3.28% | |
| 31 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.64% | -0.04% | +6.05% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.63% | — | -3.93% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +8.54% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | -4.00% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.56% | -0.03% | -0.45% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | -7.75% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -8.29% | |
| 38 | PEP | Pepsico INC | 股票-非循環性消費 | 0.48% | — | -6.98% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.46% | — | -3.60% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.12% | +4.35% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | — | -14.65% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.43% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +5.29% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.40% | — | +0.95% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | +14.50% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | +1.74% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.36% | -0.03% | -1.26% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.32% | — | +1.77% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.30% | — | +18.40% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.30% | +0.07% | -3.85% |