CIK: 0000315080
申報總市值
US$19.1億
僅顯示前 200 大持股（共 247 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 | 19.91% | -0.10% | +1.63% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.61% | -1.33% | +20.47% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.65% | — | +0.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.33% | +0.02% | -0.67% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.06% | +0.40% | +5.01% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.97% | -0.45% | +6.79% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 4.50% | — | +2.54% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.20% | +0.13% | -8.45% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.61% | +1.00% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.03% | — | -5.60% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.02% | +0.20% | -37.82% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.95% | -0.01% | +6.23% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.69% | +0.16% | +5.03% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.48% | -0.06% | +0.90% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.43% | — | +4.63% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.07% | — | -4.45% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.94% | — | +2.37% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 0.86% | — | +29.19% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.83% | — | -1.63% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.78% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.07% | +0.64% | |
| 22 | HON | Honeywell International INC | 股票-工業 | 0.66% | +0.06% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.04% | +0.11% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.60% | — | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | -0.01% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.07% | -3.88% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.03% | +0.53% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.48% | -0.03% | +10.61% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +0.37% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | +0.45% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.44% | — | +1.38% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | — | +0.57% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | — | -0.02% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.37% | -0.04% | +2.78% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | — | +7.21% | |
| 36 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.36% | — | -5.90% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | -0.04% | -9.11% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.33% | — | +46.07% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | — | -0.17% | |
| 40 | IDV | Ishares International Select | ETF-其他 | 0.32% | — | +529.66% | |
| 41 | CAT | Caterpillar INC | 股票-工業 | 0.32% | — | -3.87% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.32% | — | -10.32% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.13% | +1.04% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | -0.02% | -1.45% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | -0.95% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.29% | — | +15.62% | |
| 47 | MCK | Mckesson CORP | 股票-醫療保健 | 0.27% | — | -2.54% | |
| 48 | DHR | Danaher CORP | 股票-醫療保健 | 0.25% | — | +0.73% | |
| 49 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.24% | — | — | |
| 50 | WMT | Walmart INC | 股票-非循環性消費 | 0.23% | +0.07% | +2.06% |