CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 1061 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 | 16.37% | — | -0.51% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 10.97% | -1.57% | +0.88% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.73% | -0.18% | +2.38% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.39% | +0.90% | -0.36% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 4.27% | -0.24% | -0.19% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.67% | +0.11% | +68.84% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.00% | — | +49.97% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.80% | — | +2.72% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.61% | — | +94.96% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.57% | — | +1.32% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.51% | +0.02% | -2.87% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.28% | — | -1.00% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.23% | — | +6.79% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.14% | -0.41% | -1.62% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.06% | -0.04% | +3.52% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.97% | — | +103.96% | |
| 17 | IEV | Ishares Europe ETF | ETF-其他 | 0.92% | — | +2.59% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.92% | — | -0.34% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.84% | +1.14% | -39.75% | |
| 20 | T | At&t INC | 股票-通訊服務 | 0.79% | — | -1.04% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.76% | +0.11% | +4.43% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | — | -1.29% | |
| 23 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.72% | — | +3.12% | |
| 24 | HD | Home Depot INC | 股票-循環性消費 | 0.70% | — | +2.60% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | — | +4.79% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | +0.42% | -0.27% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.69% | — | +1112.00% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | — | -2.02% | |
| 29 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.57% | — | +2.49% | |
| 30 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.56% | +0.10% | +12346.57% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.55% | — | -4.00% | |
| 32 | GIS | General Mills INC | 股票-非循環性消費 | 0.54% | — | -2.28% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | +0.04% | -11.24% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.48% | — | +4.59% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | +0.30% | +2.46% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.47% | — | -6.65% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +3.16% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.42% | — | +5.73% | |
| 39 | PEP | Pepsico INC | 股票-非循環性消費 | 0.42% | — | +2.68% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.42% | — | +1.90% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.15% | +0.27% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.40% | — | +6.25% | |
| 43 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | — | +2.93% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工業 | 0.38% | — | +2.69% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.38% | — | +3.40% | |
| 46 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.36% | — | +5.54% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.34% | -0.25% | +3.80% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.34% | — | -1.36% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.31% | — | +13.93% | |
| 50 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.31% | — | +2.10% |