CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1511 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 | 3.27% | -0.01% | +0.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.73% | — | -1.29% | |
| 3 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.58% | — | -1.11% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.54% | +0.16% | +14.44% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.47% | — | +8.78% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.91% | -0.08% | -2.69% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.86% | -0.02% | +3.78% | |
| 8 | PYPL | Paypal Holdings INC | 股票-金融 | 1.69% | — | -35.47% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.68% | +0.24% | +0.28% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | +0.31% | -1.89% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.66% | -0.15% | -1.37% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.58% | — | +2.78% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.56% | +0.03% | +2.77% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.41% | +0.03% | +13.93% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.11% | -1.12% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.20% | -0.65% | -0.14% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.12% | -0.07% | +0.10% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | -0.10% | -3.68% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.01% | -0.53% | -3.49% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.97% | — | +0.46% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.92% | — | +0.79% | |
| 22 | EBAY | Ebay INC | 股票-循環性消費 | 0.89% | — | -35.71% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.87% | — | -2.17% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.21% | -1.04% | |
| 25 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.85% | — | -2.10% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | — | +21.01% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | — | -0.41% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.78% | — | +2.93% | |
| 29 | PFE | Pfizer INC | 股票-醫療保健 | 0.76% | — | -0.65% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.75% | — | -1.02% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.74% | — | -1.26% | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.66% | — | +6.80% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.66% | +0.08% | +1.38% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | -0.79% | |
| 35 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.64% | — | +2.46% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | -3.29% | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.61% | — | +72.64% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.60% | — | +1.84% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.59% | — | -0.69% | |
| 40 | MMM | 3m Co | 股票-工業 | 0.57% | — | -1.36% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.57% | -0.09% | -0.83% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | — | -0.28% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.55% | — | -2.55% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | — | -1.90% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.53% | -0.11% | -2.03% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.53% | — | -1.85% | |
| 47 | COP | Conocophillips | 股票-能源 | 0.50% | +0.15% | -0.39% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +1.71% | |
| 49 | MA | Mastercard INC - A | 股票-金融 | 0.48% | -0.06% | +0.21% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +0.46% |