CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 1110 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 | 15.25% | — | -0.96% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 9.18% | -1.57% | -0.39% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.90% | -0.18% | +5.94% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.07% | +0.90% | +1.52% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 5.52% | -0.24% | -1.18% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.40% | +0.11% | +52.43% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.72% | +0.02% | +8.15% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | — | -15.25% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.43% | — | -18.17% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.39% | — | -1.64% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.31% | — | +3.20% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.26% | — | +1.26% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.24% | — | -12.13% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.21% | — | -24.88% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.10% | +1.14% | +3.46% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.03% | -0.04% | +0.35% | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 1.01% | -0.41% | -0.29% | |
| 18 | AFL | Aflac INC | 股票-金融 | 0.89% | — | -1.96% | |
| 19 | T | At&t INC | 股票-通訊服務 | 0.80% | — | -2.79% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.74% | — | +17.64% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | — | -0.13% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | +0.42% | +0.10% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | — | +1.40% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.70% | — | +0.19% | |
| 25 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.70% | — | +2.11% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | +0.11% | +3.50% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.63% | — | +1.02% | |
| 28 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | -3.37% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.15% | -1.76% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.57% | — | +1909.69% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +3.79% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.51% | — | +1.72% | |
| 33 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.51% | — | +3.46% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | +0.04% | +1.43% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | -11.49% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | -4.07% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.47% | — | +2.25% | |
| 38 | GIS | General Mills INC | 股票-非循環性消費 | 0.46% | — | +1.54% | |
| 39 | PFE | Pfizer INC | 股票-醫療保健 | 0.45% | — | +3.10% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.43% | — | +2655.62% | |
| 41 | PEP | Pepsico INC | 股票-非循環性消費 | 0.43% | — | +3.17% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.42% | — | -0.03% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.41% | +0.30% | -1.92% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.37% | — | +3.31% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.37% | — | +2223.95% | |
| 46 | ✓ | Guggenheim BulletShares 2021 C | 股票-其他 | 0.37% | — | +2.78% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | -0.25% | +2.00% | |
| 48 | MO | Altria Group INC | 股票-非循環性消費 | 0.34% | — | +0.40% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.32% | — | -45.87% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.32% | — | -3.60% |