CIK: 0000009634
申報總市值
US$65.4億
僅顯示前 200 大持股（共 891 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.76% | -0.39% | +5.88% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 4.10% | +1.38% | -2.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.65% | -3.39% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.60% | -0.28% | -5.69% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.39% | — | +343.12% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.73% | — | +17.55% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | — | +3.46% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.57% | — | -1.70% | |
| 9 | BOKF | Bok Financial Corporation | 股票-其他 | 1.23% | — | -4.86% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | — | -5.33% | |
| 11 | ABBV | Abbvie INC | 股票-醫療保健 | 1.12% | -0.10% | -1.68% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.04% | — | +29.39% | |
| 13 | PEP | Pepsico INC | 股票-非循環性消費 | 0.98% | — | -5.53% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | — | -1.82% | |
| 15 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.95% | — | -1.18% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.95% | — | -10.09% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.95% | +0.10% | -3.99% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.94% | — | +6.24% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | — | -4.55% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | — | +9.40% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.87% | — | +9.57% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.78% | — | -3.17% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | — | +0.18% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | -0.15% | -3.30% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.75% | — | +42.27% | |
| 26 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | -0.18% | -13.12% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.17% | -7.42% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | -0.17% | -7.46% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.29% | -2.85% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | — | -0.42% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | -0.11% | -7.46% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.68% | — | -2.18% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.67% | -0.27% | -2.30% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | — | -7.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -12.97% | |
| 36 | AAON | Aaon INC | 股票-工業 | 0.62% | — | -0.51% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | -0.99% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | — | -14.78% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.59% | — | -1.22% | |
| 40 | WMT | Walmart INC | 股票-非循環性消費 | 0.55% | — | -0.95% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.53% | — | -7.99% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | -0.09% | +19.73% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.52% | — | -4.15% | |
| 44 | OKE | Oneok INC | 股票-能源 | 0.51% | +0.10% | +5.06% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | -0.13% | +0.38% | |
| 46 | AMGN | Amgen INC | 股票-醫療保健 | 0.50% | — | -5.89% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | -6.09% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.49% | -0.20% | +2.35% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.47% | — | +0.74% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | -0.14% | -4.26% |