CIK: 0001281761
申報總市值
US$154.0億
僅顯示前 200 大持股（共 869 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.00% | — | +4.78% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.69% | +0.24% | +3.65% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.13% | +0.16% | +3.96% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.97% | +0.53% | -1.51% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | -0.32% | -0.72% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.86% | +0.18% | +8.71% | |
| 7 | TMK | Torchmark CORP | 股票-其他 | 1.73% | — | -2.36% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.62% | — | +11.33% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.61% | +0.28% | -0.34% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.59% | — | -0.11% | |
| 11 | T | At&t INC | 股票-通訊服務 | 1.48% | — | +0.18% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 1.39% | — | +0.06% | |
| 13 | MMM | 3m Co | 股票-工業 | 1.38% | — | -1.17% | |
| 14 | MRK | Merck & Co. INC. | 股票-醫療保健 | 1.35% | +0.17% | +1.74% | |
| 15 | PFE | Pfizer INC | 股票-醫療保健 | 1.31% | — | +0.08% | |
| 16 | PEP | Pepsico INC | 股票-非循環性消費 | 1.27% | — | -0.04% | |
| 17 | SNA | Snap-on INC | 股票-工業 | 1.25% | +0.10% | -0.03% | |
| 18 | NEE | Nextera Energy INC | 股票-公用事業 | 1.24% | +0.12% | -1.11% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.91% | -0.21% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | — | +6.70% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.17% | -0.17% | -0.69% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | -0.57% | +0.26% | |
| 23 | PRU | Prudential Financial INC | 股票-金融 | 1.12% | — | +0.52% | |
| 24 | SLB | Slb LTD | 股票-能源 | 1.08% | +0.20% | +1.24% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.03% | -0.09% | -3.15% | |
| 26 | CB | Chubb Limited | 股票-金融 | 0.97% | — | +0.74% | |
| 27 | BLKCHF | Blackrock INC | 股票-其他 | 0.97% | — | -0.20% | |
| 28 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 0.97% | — | +0.89% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | -2.13% | |
| 30 | WM | Waste Management INC | 股票-工業 | 0.95% | — | -0.61% | |
| 31 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.90% | — | -1.47% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.86% | +0.86% | -1.45% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | +0.13% | -0.17% | |
| 34 | WMT | Walmart INC | 股票-非循環性消費 | 0.84% | +0.18% | -2.12% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.83% | — | +2.19% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.82% | -0.19% | +0.46% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.79% | — | -2.91% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.78% | — | -0.49% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | — | +6.96% | |
| 40 | MO | Altria Group INC | 股票-非循環性消費 | 0.75% | — | +0.60% | |
| 41 | D | Dominion Energy INC | 股票-公用事業 | 0.73% | — | +0.17% | |
| 42 | VMC | Vulcan Materials Co | 股票-原物料 | 0.72% | — | -0.18% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.72% | — | +15.73% | |
| 44 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.72% | — | +1.35% | |
| 45 | USB | US Bancorp | 股票-金融 | 0.71% | — | +2.18% | |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.69% | — | +39.22% | |
| 47 | BBTUSD | Bb&t CORP | 股票-其他 | 0.68% | — | +0.34% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.67% | -0.10% | -0.10% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | -3.34% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | — | +2.01% |