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 | 12.13% | — | +1.54% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 10.87% | — | +29.73% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 8.78% | — | -0.09% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 8.49% | — | +2.61% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 7.68% | — | +5.76% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.37% | — | +83.45% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.27% | — | -6.82% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.81% | — | +24.89% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.40% | — | -1.47% | |
| 10 | VAW | Vanguard Materials ETF | ETF-其他 | 3.96% | — | +0.47% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.43% | — | +0.88% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.12% | — | +3.19% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.12% | — | -10.61% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.04% | — | -1.43% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.89% | — | -1.12% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.19% | — | -3.94% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.73% | — | -5.26% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.63% | — | -4.35% | |
| 19 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.40% | — | +0.92% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.30% | — | +117.62% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | -2.34% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.87% | — | +1.58% | |
| 23 | ✓ | Bank Mut CORP New Com | 股票-其他 | 0.63% | — | -0.09% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.22% | — | -5.06% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.21% | — | +4.33% | |
| 27 | FIS | Fidelity National Info Serv | 股票-科技 | 0.19% | — | — | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.19% | — | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.15% | — | -2.14% | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.14% | — | -7.11% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.14% | — | — |