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 | BND | Vanguard Total Bond Market | ETF-其他 | 13.36% | — | +36.47% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 10.22% | — | +8.52% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 10.08% | — | +2.54% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 8.52% | — | -1.55% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.58% | — | -0.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 7.24% | — | +1.02% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 6.23% | — | -2.15% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.14% | — | +2.86% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.05% | — | -0.21% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.95% | — | +1.92% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.38% | — | +3.79% | |
| 12 | VAW | Vanguard Materials ETF | ETF-其他 | 3.33% | — | +1.33% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.15% | — | -2.31% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.94% | — | -4.99% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.93% | — | -8.40% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.81% | — | -4.61% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.74% | — | -3.20% | |
| 18 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.46% | — | -1.55% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.27% | — | -5.84% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.09% | — | -2.76% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.99% | — | -5.62% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | -1.08% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | -2.81% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | — | |
| 25 | ✓ | Bank Mut CORP New Com | 股票-其他 | 0.51% | — | -1.08% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.18% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | — | |
| 28 | FIS | Fidelity National Info Serv | 股票-科技 | 0.16% | — | — | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.15% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.10% | — | -1.98% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.10% | — | -4.36% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.09% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.09% | — | -2.12% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.09% | — | — | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.08% | — | -3.88% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.08% | — | — |