CIK: 0000018349
申報總市值
US$87.4億
僅顯示前 200 大持股（共 700 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 | GPN | Global Payments INC | 股票-工業 | 20.01% | -2.20% | -2.99% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.14% | +0.90% | +1.41% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 7.06% | -0.18% | +2.27% | |
| 4 | KO | Coca-cola Co/the | 股票-非循環性消費 | 6.81% | -1.57% | +21.71% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.98% | -0.04% | +278.49% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.77% | +0.13% | +1.68% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.73% | — | -0.49% | |
| 8 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.71% | -0.24% | -0.18% | |
| 9 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.66% | +0.04% | +24.66% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | +0.42% | -1.32% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.30% | — | +3810.99% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.19% | — | +7.91% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.13% | — | +1.30% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.10% | +0.12% | -26.13% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.09% | +1.14% | +15.16% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.93% | +0.02% | -4.22% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 0.91% | — | -2.29% | |
| 18 | SO | Southern Co/the | 股票-公用事業 | 0.86% | -0.41% | +0.76% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.84% | +0.02% | -0.91% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | -1.18% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.75% | — | +1.56% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | -2.16% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.65% | — | +10.65% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.65% | — | +14.61% | |
| 25 | AFL | Aflac INC | 股票-金融 | 0.61% | — | +1.24% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | — | — | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.60% | — | -0.63% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | +0.11% | +4.39% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.50% | +0.08% | +1.65% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.30% | +0.52% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | +0.11% | +6.45% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.15% | +0.06% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.46% | — | -10.30% | |
| 34 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.45% | — | -2.42% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | +0.04% | +9.59% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.43% | — | +1.45% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | — | -7.61% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.40% | — | +1.69% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.37% | +0.04% | +29.22% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.37% | — | +0.02% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +6.10% | |
| 42 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.34% | — | -3.72% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | — | -5.86% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.33% | — | -0.07% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.33% | — | +4.14% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.33% | — | +2.44% | |
| 47 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | -0.25% | -5.83% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.31% | — | -4.38% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.30% | — | -7.63% | |
| 50 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.30% | -0.17% | +2.35% |