CIK: 0000035442
申報總市值
US$84.6億
僅顯示前 200 大持股（共 496 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 | 9.62% | -0.42% | +6.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.50% | -0.29% | -0.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.17% | +0.20% | +7.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.83% | -1.70% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.49% | — | -19.92% | |
| 6 | TJX | Tjx Companies INC | 股票-循環性消費 | 3.44% | +0.29% | +0.69% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.48% | — | +0.25% | |
| 8 | MRNA | Moderna INC | 股票-醫療保健 | 1.93% | — | -31.88% | |
| 9 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.74% | -0.12% | -0.26% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.72% | — | +13.81% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.67% | — | -25.19% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | +0.14% | +0.42% | |
| 13 | HD | Home Depot INC | 股票-循環性消費 | 1.48% | -0.01% | +1.31% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.36% | — | -1.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | -0.25% | -1.21% | |
| 16 | INTC | Intel CORP | 股票-科技 | 1.24% | — | +3.74% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.14% | — | +4.46% | |
| 18 | PEP | Pepsico INC | 股票-非循環性消費 | 1.06% | — | -0.10% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.03% | +0.07% | +0.13% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.01% | — | -2.19% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.01% | — | +11.60% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.35% | -1.36% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.89% | — | +0.20% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.09% | +3.32% | |
| 25 | CHD | Church & Dwight Co INC | 股票-非循環性消費 | 0.86% | — | -1.57% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | -0.11% | +0.02% | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.09% | +0.28% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.75% | -0.07% | -0.41% | |
| 29 | UTXZ | United Tech CORP | 股票-其他 | 0.69% | — | +0.25% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.68% | — | -14.04% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | — | +1.48% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | +0.16% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.67% | -0.05% | +1.72% | |
| 34 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.65% | — | -0.48% | |
| 35 | ✓ | 股票-其他 | 0.64% | — | -45.71% | ||
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.07% | +1.41% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.60% | — | -1.58% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | — | -1.89% | |
| 39 | EVEUR | Eaton Vance CORP | 股票-其他 | 0.58% | — | -0.16% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.56% | — | -5.12% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | — | -6.29% | |
| 42 | AMGN | Amgen INC | 股票-醫療保健 | 0.55% | — | +3.73% | |
| 43 | CBT | Cabot CORP | 股票-原物料 | 0.54% | +0.08% | -0.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +0.50% | |
| 45 | PFE | Pfizer INC | 股票-醫療保健 | 0.51% | — | -2.78% | |
| 46 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.49% | — | +1.25% | |
| 47 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.48% | — | -9.38% | |
| 48 | ITW | Illinois Tool Works | 股票-工業 | 0.48% | — | +0.04% | |
| 49 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.48% | -0.06% | -1.85% | |
| 50 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | -1.05% |