CIK: 0000035527
申報總市值
US$547.2億
僅顯示前 200 大持股（共 2210 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 5.55% | -0.22% | — | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 2.74% | +0.26% | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.52% | — | — | |
| 4 | UBS | UBS Group AG | 股票-金融 | 1.99% | — | — | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | +0.11% | — | |
| 6 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.42% | — | — | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.33% | +0.23% | — | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.33% | — | — | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.25% | — | — | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.21% | — | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.20% | -0.91% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.53% | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.16% | +0.30% | — | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.09% | — | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | -0.32% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | -0.03% | — | |
| 17 | PFE | Pfizer INC | 股票-醫療保健 | 1.01% | — | — | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.94% | +0.04% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -1.32% | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.92% | — | — | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | — | — | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | — | — | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 0.90% | — | — | |
| 24 | USB | US Bancorp | 股票-金融 | 0.89% | — | — | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.87% | — | — | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.87% | — | — | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | -0.07% | — | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.87% | — | — | |
| 29 | T | At&t INC | 股票-通訊服務 | 0.85% | — | — | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.81% | — | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.77% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | +0.10% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.75% | — | — | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.72% | — | — | |
| 35 | SLB | Slb LTD | 股票-能源 | 0.64% | — | — | |
| 36 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.64% | — | — | |
| 37 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | -0.21% | — | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.63% | — | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.63% | — | — | |
| 40 | HON | Honeywell International INC | 股票-工業 | 0.61% | — | — | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.59% | — | — | |
| 42 | HD | Home Depot INC | 股票-循環性消費 | 0.59% | -0.12% | — | |
| 43 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.57% | — | — | |
| 44 | GOOG | Alphabet A | 股票-通訊服務 | 0.54% | — | — | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.53% | +0.14% | — | |
| 46 | WMT | Walmart INC | 股票-非循環性消費 | 0.52% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.52% | — | — | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.51% | — | — | |
| 50 | NEE | Nextera Energy INC | 股票-公用事業 | 0.51% | -0.01% | — |