CIK: 0000036104
申報總市值
US$823.9億
僅顯示前 200 大持股（共 3638 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.51% | -0.10% | -1.04% | |
| 2 | MMM | 3m Co | 股票-工業 | 3.45% | — | -1.24% | |
| 3 | USB | US Bancorp | 股票-金融 | 2.39% | — | -1.52% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.21% | — | +1.18% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.86% | -0.16% | -0.81% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.78% | +0.20% | -2.73% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.74% | +0.12% | +9.54% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.70% | — | -2.97% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | +0.14% | -0.97% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.55% | — | -0.00% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.61% | +0.13% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.37% | +0.24% | +7.29% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +14.33% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.09% | -0.60% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | -0.28% | |
| 16 | PFE | Pfizer INC | 股票-醫療保健 | 1.01% | — | +0.49% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.93% | — | +8.23% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.14% | -1.24% | |
| 19 | PEP | Pepsico INC | 股票-非循環性消費 | 0.91% | — | -0.83% | |
| 20 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.89% | — | +0.63% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 0.86% | — | -4.14% | |
| 22 | ABBV | Abbvie INC | 股票-醫療保健 | 0.83% | — | -0.51% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.80% | — | -0.21% | |
| 24 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.74% | -0.07% | +11.05% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | -0.13% | +2.79% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.72% | — | -0.85% | |
| 27 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.72% | -0.07% | +5.38% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | +4.49% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.68% | +0.22% | +5.22% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.66% | — | -2.29% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.65% | — | +1.01% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | — | -1.94% | |
| 33 | T | At&t INC | 股票-通訊服務 | 0.65% | — | +5.63% | |
| 34 | HD | Home Depot INC | 股票-循環性消費 | 0.64% | — | +3.60% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | -0.21% | -0.12% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 0.63% | — | -1.87% | |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.61% | — | +4.56% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.60% | — | +4.16% | |
| 39 | GIS | General Mills INC | 股票-非循環性消費 | 0.60% | — | +2.88% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | -0.05% | +0.08% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.08% | -1.65% | |
| 42 | PCAR | Paccar INC | 股票-工業 | 0.56% | — | -0.15% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.07% | -1.11% | |
| 44 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.07% | +0.41% | |
| 45 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.52% | — | -2.52% | |
| 46 | BA | Boeing Co/the | 股票-工業 | 0.51% | — | -4.10% | |
| 47 | WMT | Walmart INC | 股票-非循環性消費 | 0.49% | +0.10% | -0.82% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | -0.04% | +3.59% | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.46% | — | +0.62% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | -2.64% |