CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 787 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 | 16.02% | — | +0.99% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 8.34% | -1.57% | -1.05% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.89% | -0.18% | +4.54% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.95% | +0.90% | -5.91% | |
| 5 | SYU1 | Synovus Financial CORP | 股票-其他 | 5.32% | -0.24% | +0.72% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.45% | +0.11% | -1.37% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.90% | — | -11.94% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.49% | — | -2.79% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.49% | — | -0.74% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.33% | +0.02% | -20.40% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.27% | — | -0.27% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.19% | — | -0.15% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.18% | — | -4.92% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.16% | -0.04% | +0.98% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | +1.14% | +5.80% | |
| 16 | AFL | Aflac INC | 股票-金融 | 0.96% | — | -12.71% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.85% | — | -35.64% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 0.84% | -0.41% | -7.04% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.80% | — | +4.06% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | — | +1.94% | |
| 21 | T | At&t INC | 股票-通訊服務 | 0.74% | — | +11.80% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | +0.42% | +1.17% | |
| 23 | HD | Home Depot INC | 股票-循環性消費 | 0.67% | — | +1.91% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.67% | — | -1.16% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.67% | — | -2.15% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | +0.11% | +0.38% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -4.92% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.15% | +2.98% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.55% | — | +3.46% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.54% | — | -1.06% | |
| 31 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.53% | — | +6.07% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.30% | +10.72% | |
| 33 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.49% | — | +10.06% | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.47% | — | -8.63% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | — | -0.31% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.44% | — | +9.68% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | — | +1.84% | |
| 38 | PFE | Pfizer INC | 股票-醫療保健 | 0.43% | — | +2.57% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +7.41% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.42% | — | +4.72% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | +0.04% | -8.55% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.41% | — | +3.80% | |
| 43 | PEP | Pepsico INC | 股票-非循環性消費 | 0.40% | — | -2.14% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.40% | — | +3.60% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | — | +44.53% | |
| 46 | MO | Altria Group INC | 股票-非循環性消費 | 0.35% | — | +2.41% | |
| 47 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.35% | +0.02% | +4.82% | |
| 48 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.34% | — | +22.49% | |
| 49 | GIS | General Mills INC | 股票-非循環性消費 | 0.34% | — | -2.25% | |
| 50 | ✓ | Guggenheim BulletShares 2021 C | 股票-其他 | 0.34% | — | -1.78% |