CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1632 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 | DUK | Du Pont E I De Nemour&Co | 股票-公用事業 | 2.73% | — | -0.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.60% | — | +3.69% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 2.58% | +0.31% | +0.67% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.17% | -0.08% | -3.86% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | +0.24% | -0.24% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.92% | -0.01% | +0.31% | |
| 7 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.64% | — | +0.26% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.62% | — | -26.04% | |
| 9 | PYPL | Paypal Holdings INC | 股票-金融 | 1.56% | — | -28.17% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.41% | -0.15% | -0.89% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.33% | — | +49.39% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.11% | +0.44% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.27% | +0.03% | +7.37% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.25% | -0.02% | +15.44% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | -0.10% | +7.90% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.18% | -0.07% | +1.83% | |
| 17 | MTB | M & T Bank CORP | 股票-金融 | 1.17% | -0.53% | -13.37% | |
| 18 | EBAY | Ebay INC | 股票-循環性消費 | 1.17% | — | -28.14% | |
| 19 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.10% | — | -28.63% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.09% | — | +13.17% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.06% | +0.21% | +3.20% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | — | +6.25% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.65% | -0.47% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.93% | — | +5.58% | |
| 25 | T | At&t INC | 股票-通訊服務 | 0.90% | +0.08% | +21.12% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.89% | — | -3.08% | |
| 27 | PEP | Pepsico INC | 股票-非循環性消費 | 0.88% | — | -1.37% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | — | +1.12% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.79% | +0.16% | +4462.02% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +2.47% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +1.15% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.71% | — | +12.50% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.68% | — | -8.81% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.67% | — | +0.59% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.63% | — | +2.56% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | — | +4.80% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.60% | — | +3.40% | |
| 38 | MMM | 3m Co | 股票-工業 | 0.59% | — | -2.13% | |
| 39 | MO | Altria Group INC | 股票-非循環性消費 | 0.57% | — | +1.73% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.56% | +0.15% | -2.43% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.53% | — | +0.19% | |
| 42 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.52% | — | +11.03% | |
| 43 | ABBV | Abbvie INC | 股票-醫療保健 | 0.51% | — | +14.73% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | +8.05% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.49% | — | +2.76% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | -0.05% | +0.41% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.49% | — | -4.76% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.48% | +0.10% | -0.15% | |
| 49 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.48% | — | +3.06% | |
| 50 | VFH | Vanguard Financials ETF | ETF-其他 | 0.47% | — | -0.08% |