CIK: 0000092230
申報總市值
US$741.8億
僅顯示前 200 大持股（共 772 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.20% | +0.09% | -0.26% | |
| 2 | BBTUSD | Bb&t CORP | 股票-其他 | 2.57% | — | -7.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.41% | -0.08% | -0.11% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.63% | -0.60% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.24% | +0.09% | +3.41% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.12% | — | +1.70% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.09% | +0.08% | +6.09% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.75% | — | +10.30% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.69% | -0.15% | -2.38% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.49% | — | -2.14% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.46% | -0.13% | -1.22% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.14% | -0.80% | +1.02% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.10% | — | +1.82% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 1.07% | — | -9.18% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | +0.11% | -4.45% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.17% | -0.00% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | — | -2.45% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.94% | +0.48% | +8.54% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | +0.11% | +0.31% | |
| 20 | PEP | Pepsico INC | 股票-非循環性消費 | 0.90% | — | -1.40% | |
| 21 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.87% | — | -1.83% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.09% | +0.96% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.82% | -0.15% | +1.38% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | — | +16.06% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.79% | +0.13% | +1.70% | |
| 26 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.79% | — | +1.15% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.78% | — | +0.77% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.78% | — | +8.11% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | — | +1.49% | |
| 30 | PFE | Pfizer INC | 股票-醫療保健 | 0.73% | — | -7.93% | |
| 31 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | — | -4.00% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.69% | +0.09% | +0.67% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | — | -0.70% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | -3.07% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.64% | — | -0.58% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | -2.42% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.64% | — | -1.96% | |
| 38 | ABBV | Abbvie INC | 股票-醫療保健 | 0.63% | — | -3.43% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.63% | — | +10.54% | |
| 40 | HD | Home Depot INC | 股票-循環性消費 | 0.62% | — | +14.40% | |
| 41 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | — | -1.36% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.06% | +1.52% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.53% | — | +1.59% | |
| 44 | HON | Honeywell International INC | 股票-工業 | 0.51% | — | -2.90% | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.51% | — | +22.78% | |
| 46 | T | At&t INC | 股票-通訊服務 | 0.51% | — | -10.04% | |
| 47 | DFSEUR | Discover Financial Services | 股票-其他 | 0.50% | — | -3.24% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | — | -3.66% | |
| 49 | FLO | Flowers Foods INC | 股票-非循環性消費 | 0.48% | — | -0.01% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.48% | -0.10% | +16.13% |