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 | 15.93% | -0.10% | +3.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.99% | -1.33% | +7.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.40% | +0.02% | -0.54% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.66% | — | -1.10% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.55% | +0.40% | +0.45% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.51% | — | -2.12% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.23% | -0.45% | -0.41% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.61% | -0.24% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.05% | +0.20% | -0.53% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.94% | -0.01% | +6.02% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.32% | -0.06% | -1.29% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | — | +0.80% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | +0.16% | +0.09% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.99% | — | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.96% | — | -0.49% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.04% | -2.40% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.07% | -0.51% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | -0.04% | +0.93% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.07% | +0.45% | |
| 20 | HON | Honeywell International INC | 股票-工業 | 0.82% | +0.06% | -0.29% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.80% | — | +0.02% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.80% | — | +1.61% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | +0.13% | -1.48% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | +1.32% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.71% | — | +1.13% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.70% | — | +5.69% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.03% | -1.54% | |
| 28 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.66% | — | +0.43% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | — | -0.64% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.13% | -0.45% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +0.29% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -11.97% | |
| 33 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.56% | -0.04% | -4.27% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | — | -2.40% | |
| 35 | PFE | Pfizer INC | 股票-醫療保健 | 0.54% | — | -4.66% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.52% | -0.03% | -10.52% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | -1.49% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +29.61% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.45% | — | -0.83% | |
| 40 | PEP | Pepsico INC | 股票-非循環性消費 | 0.45% | — | -9.55% | |
| 41 | T | At&t INC | 股票-通訊服務 | 0.45% | — | +0.70% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.44% | — | -0.19% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.44% | — | -10.82% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.12% | +3.00% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.42% | — | -1.21% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -1.77% | |
| 47 | TXN | Texas Instruments INC | 股票-科技 | 0.35% | — | -1.65% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.35% | — | +34.06% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.35% | -0.03% | -0.88% | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.32% | +0.07% | +0.04% |