CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1496 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 | 4.15% | — | +463.17% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.73% | -0.01% | +8.81% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.46% | +0.16% | +5.02% | |
| 4 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.43% | — | +0.62% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | — | -0.86% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.17% | — | +5.57% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.15% | -1.67% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.98% | -0.02% | -1.30% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.95% | -0.08% | -2.38% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | +0.31% | -2.20% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.66% | +0.03% | +9.09% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | +0.24% | -1.67% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.39% | — | -3.08% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.65% | -2.57% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.36% | +0.03% | -11.79% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | -0.11% | -2.17% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.17% | -0.07% | +1.49% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.10% | -3.29% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | — | +12.33% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.00% | — | -1.29% | |
| 21 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.99% | — | -2.21% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | -2.38% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.86% | — | -2.11% | |
| 24 | MTB | M & T Bank CORP | 股票-金融 | 0.83% | -0.53% | -0.26% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.21% | +0.35% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | — | -1.50% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.79% | — | -0.71% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.77% | — | +1.78% | |
| 29 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.75% | -0.09% | +1.90% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | — | +1.06% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.70% | — | -2.78% | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.70% | — | -0.55% | |
| 33 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.61% | — | +1.69% | |
| 34 | COP | Conocophillips | 股票-能源 | 0.59% | +0.15% | -2.84% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.58% | +0.08% | -1.38% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.57% | -0.06% | -0.84% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.11% | -1.00% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.57% | — | -2.12% | |
| 39 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.57% | — | +6.03% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.56% | — | -3.40% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.53% | — | -7.50% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.52% | — | -1.72% | |
| 43 | MMM | 3m Co | 股票-工業 | 0.51% | — | +1.08% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | -0.76% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.49% | — | -2.16% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | — | +2.97% | |
| 47 | UTXZ | United Tech CORP | 股票-其他 | 0.46% | — | +0.15% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | -1.81% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | -4.13% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.44% | -0.11% | -3.62% |