CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 1062 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 | TSS | Total System Services INC | 股票-其他 | 17.52% | — | -1.04% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 10.25% | -1.57% | -5.84% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.64% | -0.18% | -1.15% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.49% | +0.90% | +0.40% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 4.88% | -0.24% | -0.08% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.78% | — | +59.96% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.65% | +0.11% | +23.90% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.55% | +0.02% | +17.43% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.52% | — | -3.03% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.41% | +1.14% | +17.70% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.31% | — | +1.59% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.30% | — | -0.06% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.16% | — | +2.91% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.07% | -0.41% | +1.69% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.01% | -0.04% | +2.73% | |
| 16 | IEV | Ishares Europe ETF | ETF-其他 | 0.94% | — | +3.36% | |
| 17 | AFL | Aflac INC | 股票-金融 | 0.89% | — | +0.09% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.83% | — | +3.53% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | — | +2.14% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.77% | — | +3.65% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.72% | +0.11% | +1.96% | |
| 22 | T | At&t INC | 股票-通訊服務 | 0.71% | — | +1.97% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.42% | +1.92% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | — | +2.41% | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.69% | — | -1.54% | |
| 26 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | — | +0.50% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | -30.90% | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.63% | — | -0.33% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | — | +0.19% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.56% | — | +3.50% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | +0.04% | +1.67% | |
| 32 | GIS | General Mills INC | 股票-非循環性消費 | 0.51% | — | +2.07% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.50% | — | +2.11% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.49% | — | +1293.40% | |
| 35 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.49% | — | -0.81% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | — | +0.05% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | +0.30% | — | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.47% | — | +2.15% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.15% | +1.79% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.45% | — | +18.69% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +2.05% | |
| 42 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 0.43% | — | +1224.90% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.42% | — | +3.34% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.41% | — | +159.82% | |
| 45 | PEP | Pepsico INC | 股票-非循環性消費 | 0.41% | — | +3.03% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | -2.77% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.40% | — | -0.19% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.40% | — | -3.27% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | -0.25% | +2.50% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.38% | — | +6.61% |