CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1558 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.14% | -0.01% | +2.89% | |
| 2 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.85% | — | +2.63% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.73% | — | +0.69% | |
| 4 | PYPL | Paypal Holdings INC | 股票-金融 | 2.48% | — | -27.22% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.17% | +0.16% | +18.68% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.16% | — | +4.72% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.89% | -0.08% | -2.75% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | +0.31% | -1.17% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.78% | +0.24% | -2.06% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.76% | -0.02% | +1.32% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.66% | -0.15% | -0.71% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.53% | +0.03% | -6.18% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.51% | — | -3.85% | |
| 14 | EBAY | Ebay INC | 股票-循環性消費 | 1.27% | — | -27.17% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.11% | -0.40% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.22% | +0.03% | +8.29% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.11% | -0.07% | -0.47% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.65% | -0.61% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | -0.10% | -1.08% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | -2.08% | |
| 21 | MTB | M & T Bank CORP | 股票-金融 | 0.95% | -0.53% | -12.46% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.92% | — | -2.41% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.21% | -1.28% | |
| 24 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.87% | — | +3.78% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.85% | — | +4.02% | |
| 26 | PEP | Pepsico INC | 股票-非循環性消費 | 0.80% | — | -0.81% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.80% | — | +0.54% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.77% | — | -0.42% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.76% | — | +0.53% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | -0.18% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.69% | — | +23.60% | |
| 32 | T | At&t INC | 股票-通訊服務 | 0.69% | +0.08% | -4.45% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | -5.99% | |
| 34 | ABBV | Abbvie INC | 股票-醫療保健 | 0.65% | — | -2.36% | |
| 35 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.61% | — | +8.36% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | — | -0.31% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.60% | — | -0.64% | |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.60% | — | +41.39% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | — | -3.25% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | — | -0.10% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.11% | +0.95% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.54% | — | -0.64% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -0.63% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.51% | — | -4.03% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.50% | — | -3.10% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.50% | — | +0.65% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.48% | — | +2.28% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.47% | — | +17.91% | |
| 49 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.47% | — | -33.05% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.45% | +0.15% | -2.99% |