CIK: 0000036270
申報總市值
US$292.2億
僅顯示前 200 大持股（共 1545 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 | 5.04% | — | +281.52% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.85% | +0.16% | +2.12% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.59% | -0.01% | -3.15% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.15% | — | -1.39% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.14% | +0.03% | +1.37% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.12% | — | +0.15% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.94% | -0.02% | -0.16% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.92% | -0.15% | +0.74% | |
| 9 | EBAY | Ebay INC | 股票-循環性消費 | 1.89% | — | +285.72% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.73% | -0.08% | -1.57% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.65% | -1.05% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.47% | — | +8.48% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | +0.24% | -1.54% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.35% | -0.07% | +0.77% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.11% | -1.46% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | +0.31% | -1.93% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | +0.03% | -3.01% | |
| 18 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.10% | — | -1.35% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | -0.10% | -2.50% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.09% | -0.12% | -16.81% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | — | -1.78% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | — | -8.26% | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.94% | — | -1.18% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | -1.74% | |
| 25 | MTB | M & T Bank CORP | 股票-金融 | 0.83% | -0.53% | -2.38% | |
| 26 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.83% | — | -1.88% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.81% | — | +6.14% | |
| 28 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.79% | -0.09% | +2.89% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.77% | — | +0.78% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.21% | -1.42% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.71% | -0.06% | -1.04% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | — | -0.99% | |
| 33 | DOW | Dow INC | 股票-原物料 | 0.70% | +0.08% | +6.52% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.70% | — | -0.51% | |
| 35 | T | At&t INC | 股票-通訊服務 | 0.69% | +0.08% | +0.30% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.68% | — | -1.70% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.67% | — | -6.62% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.67% | — | -0.18% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | +9.54% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.60% | — | -0.04% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.11% | +2.41% | |
| 42 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.58% | — | +1.15% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | -0.88% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.53% | — | -1.48% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.49% | — | -0.74% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.48% | — | -1.96% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +2.84% | |
| 48 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.47% | — | +0.49% | |
| 49 | HD | Home Depot INC | 股票-循環性消費 | 0.46% | — | +0.99% | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.46% | — | +1.75% |