CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 293 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 | 18.90% | -0.10% | +11.93% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.48% | -1.33% | +6.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.42% | +0.02% | -1.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.77% | — | -5.48% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.41% | — | +1.86% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.07% | +0.40% | -4.76% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.95% | -0.45% | -14.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | -0.61% | -4.78% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.06% | -3.99% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.01% | -0.01% | +0.23% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.96% | +0.20% | -0.54% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | +0.16% | -3.04% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.14% | — | +10.75% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.00% | — | -5.01% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | +0.07% | -4.29% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.94% | -0.04% | +2.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.91% | -0.04% | -5.91% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | — | -0.21% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | +0.13% | +18.11% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | — | -3.86% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.07% | -0.06% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.83% | — | -0.81% | |
| 23 | HON | Honeywell International INC | 股票-工業 | 0.74% | +0.06% | -2.42% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.72% | -0.04% | -10.72% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.69% | — | -1.01% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.03% | +2.70% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | — | -29.13% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.57% | — | -3.11% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | -0.81% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.52% | — | -0.58% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | -3.85% | |
| 32 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | -12.67% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | -0.03% | -4.34% | |
| 34 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -12.70% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.12% | -2.77% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.44% | — | -6.93% | |
| 37 | PEP | Pepsico INC | 股票-非循環性消費 | 0.44% | — | -6.85% | |
| 38 | T | At&t INC | 股票-通訊服務 | 0.40% | — | -1.21% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事業 | 0.37% | — | -4.09% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.36% | — | -11.89% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.35% | — | -16.74% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.34% | — | -55.61% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.34% | — | -8.94% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | -5.04% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.13% | -4.73% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.32% | -0.03% | -1.35% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.32% | — | -6.74% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.31% | — | -1.39% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | -8.86% | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.29% | — | +1.82% |