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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 10.01% | — | -31.32% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 9.81% | — | -9.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.16% | — | -6.70% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 7.08% | — | +188.40% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 6.54% | — | +74.37% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.92% | — | -31.35% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.91% | — | -15.10% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.89% | — | +46.04% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.83% | — | -9.85% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.79% | — | +49.01% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.77% | — | -45.29% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 3.18% | — | -19.92% | |
| 13 | VAW | Vanguard Materials ETF | ETF-其他 | 3.15% | — | -16.38% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.00% | — | -12.96% | |
| 15 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.96% | — | -3.24% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.88% | — | -4.21% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.52% | — | -5.66% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.41% | — | +216.47% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | — | -57.93% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.37% | — | -61.82% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.19% | — | -17.27% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.12% | — | -64.50% | |
| 23 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.10% | — | +23.05% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.02% | — | -10.29% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.97% | — | +6.32% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.91% | — | -41.23% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | — | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.79% | — | -21.31% | |
| 29 | ASB | Associated Banc-corp | 股票-金融 | 0.66% | — | -1.47% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | -47.65% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | — | -8.81% | |
| 32 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.49% | — | +15.51% | |
| 33 | FIS | Fidelity National Info Serv | 股票-科技 | 0.45% | — | — | |
| 34 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.25% | — | — | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.19% | — | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.19% | — | +110.78% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | -3.12% | |
| 38 | NEE | Nextera Energy INC | 股票-公用事业 | 0.15% | — | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.15% | — | -0.30% | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.15% | — | +0.19% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | — | — | |
| 42 | BFC | Bank First CORP | 股票-其他 | 0.13% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | — | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.10% | — | — |