CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1392 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 | 3.48% | — | -23.69% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.26% | -0.01% | -9.88% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.62% | +0.16% | +8.08% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.44% | — | +2.68% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.32% | — | +2.22% | |
| 6 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.25% | — | -2.94% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.00% | +0.03% | +22.48% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.93% | -0.02% | +6.55% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.88% | -0.08% | -0.84% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.71% | +0.24% | -3.40% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.58% | -0.15% | -3.18% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | +0.31% | -4.31% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | — | +21.10% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | -0.65% | -1.96% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | — | -0.99% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.30% | -0.07% | +12.48% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.25% | +0.03% | -8.35% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.19% | — | -3.18% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.19% | -0.10% | +12.87% | |
| 20 | EBAY | Ebay INC | 股票-循環性消費 | 1.18% | — | +5046.18% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.11% | -1.74% | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 0.97% | -0.53% | +16.55% | |
| 23 | PFE | Pfizer INC | 股票-醫療保健 | 0.96% | — | -1.63% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | -5.40% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.91% | — | -2.43% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.88% | — | -1.11% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.81% | +0.21% | -2.51% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.81% | — | +161.43% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.79% | — | +4.52% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.77% | — | +9.12% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.77% | — | -2.53% | |
| 32 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.71% | -0.09% | +10.86% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.71% | — | +0.64% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.70% | — | -4.02% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.62% | — | +32.49% | |
| 36 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | — | -3.48% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.61% | — | -3.53% | |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.59% | — | -2.75% | |
| 39 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.59% | — | -9.34% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | -4.02% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.57% | -0.06% | +1.61% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | -0.11% | -1.72% | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.54% | — | -2.90% | |
| 44 | T | At&t INC | 股票-通訊服務 | 0.53% | +0.08% | -7.35% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | +2.69% | |
| 46 | MMM | 3m Co | 股票-工業 | 0.51% | — | -4.11% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | -1.19% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.47% | +0.15% | -13.79% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.47% | — | -2.20% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.47% | — | -6.57% |