CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1560 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 | PYPL | Paypal Holdings INC | 股票-金融 | 3.07% | — | +560.87% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.94% | -0.01% | +1.29% | |
| 3 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.79% | — | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.72% | — | -0.05% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.02% | — | +4.55% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.90% | +0.31% | +2.73% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.89% | -0.08% | -5.09% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.84% | +0.16% | +16.05% | |
| 9 | EBAY | Ebay INC | 股票-循環性消費 | 1.84% | — | +566.98% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | +0.24% | -0.50% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.75% | -0.02% | +3.59% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.61% | +0.03% | +2.77% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.59% | — | -1.51% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.15% | -1.70% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.11% | -0.04% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.10% | +0.03% | +8.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.09% | -0.07% | -2.44% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.10% | +1.54% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.05% | -0.53% | -0.07% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.65% | -7.27% | |
| 21 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 1.00% | — | -0.98% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | — | -0.38% | |
| 23 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.99% | — | +0.60% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.94% | — | -3.00% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.91% | +0.21% | -0.09% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.80% | — | -0.03% | |
| 27 | PFE | Pfizer INC | 股票-醫療保健 | 0.78% | — | +1.00% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.78% | — | +7.81% | |
| 29 | PEP | Pepsico INC | 股票-非循環性消費 | 0.78% | — | -0.80% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.75% | — | -1.49% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.75% | +0.08% | -0.47% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | — | +5.60% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.71% | — | -2.91% | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.66% | — | +0.22% | |
| 35 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | +1.63% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.60% | — | -1.03% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | — | +13.00% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.58% | — | +0.21% | |
| 39 | MMM | 3m Co | 股票-工業 | 0.56% | — | -1.68% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.56% | — | -0.37% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.53% | — | -0.07% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | -0.11% | +2.15% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | — | -25.04% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.50% | — | -2.24% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | +0.55% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.45% | — | -1.46% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.44% | — | +4.01% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.44% | +0.15% | -2.16% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.43% | — | -5.32% | |
| 50 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.43% | — | +3.95% |