CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 514 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.08% | -0.42% | +1.29% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.90% | — | -5.80% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.18% | -0.29% | -2.10% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.14% | +0.20% | +12.97% | |
| 5 | TJX | Tjx Companies INC | 股票-循環性消費 | 3.50% | +0.29% | -0.02% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.83% | -0.69% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.03% | — | -0.97% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.82% | — | -32.27% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.81% | — | +61.64% | |
| 10 | MRNA | Moderna INC | 股票-醫療保健 | 1.49% | — | -10.92% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | +0.14% | -2.40% | |
| 12 | HD | Home Depot INC | 股票-循環性消費 | 1.38% | -0.01% | -1.60% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | +0.35% | -2.71% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.33% | -0.12% | -2.39% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.26% | — | -4.22% | |
| 16 | ✓ | 股票-其他 | 1.26% | — | +51.88% | ||
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | — | +5.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.25% | +0.70% | |
| 19 | INTC | Intel CORP | 股票-科技 | 1.06% | — | -1.53% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.09% | +2.49% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | -1.91% | |
| 22 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.98% | +0.07% | +0.33% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.97% | — | -3.46% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.94% | — | -0.17% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.88% | — | +121.48% | |
| 26 | UTXZ | United Tech CORP | 股票-其他 | 0.88% | — | -0.02% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.81% | — | -0.30% | |
| 28 | CBT | Cabot CORP | 股票-原物料 | 0.79% | +0.08% | +0.85% | |
| 29 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.77% | — | -4.21% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.74% | — | -2.98% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.11% | -1.40% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.69% | -0.07% | -0.95% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | -0.09% | -6.34% | |
| 34 | EVEUR | Eaton Vance CORP | 股票-其他 | 0.67% | — | +2.75% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | -0.42% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.66% | — | -9.58% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | — | -4.82% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.62% | — | -1.23% | |
| 39 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | -0.05% | +1.85% | |
| 40 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.60% | — | -3.92% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.60% | -0.07% | -3.28% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | — | -1.95% | |
| 43 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.58% | — | -6.80% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.09% | -1.94% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -1.67% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.51% | — | -3.17% | |
| 47 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -1.46% | |
| 48 | AMGN | Amgen INC | 股票-醫療保健 | 0.50% | — | -0.96% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.48% | — | -3.92% | |
| 50 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.47% | — | -3.32% |