CIK: 0001841433
申报总市值
US$7.3亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-其他 | 12.49% | — | +2.63% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 9.74% | — | +0.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.67% | — | +4.35% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.92% | — | +4.37% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.60% | — | +1.04% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.40% | — | — | |
| 7 | VAW | Vanguard Materials ETF | ETF-其他 | 4.67% | — | +1.21% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.66% | — | +1.79% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 4.54% | — | -3.02% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.95% | — | +2.97% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.83% | — | -1.74% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.46% | — | -1.22% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.36% | — | -1.48% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.16% | — | +6.08% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.69% | — | +41.23% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.65% | — | -0.01% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.13% | — | -0.50% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.02% | — | +98.90% | |
| 19 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.77% | — | — | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.74% | — | -1.73% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.90% | — | -4.30% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | -0.83% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.34% | — | +35.45% | |
| 24 | FIS | Fidelity National Info Serv | 股票-科技 | 0.28% | — | -1.99% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.24% | — | -6.40% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.20% | — | — | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.17% | — | -6.69% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.14% | — | -5.15% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.14% | — | — | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.13% | — | — | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.13% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.13% | — | — | |
| 33 | ✓ | Bank Mut CORP New Com | 股票-其他 | 0.09% | — | -4.09% |