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 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 10.59% | — | +48.36% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 9.57% | — | -6.92% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 8.56% | — | +28.65% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 7.80% | — | -3.37% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 7.17% | — | -22.20% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.43% | — | +27.66% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.60% | — | -8.60% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 4.49% | — | -25.22% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.44% | — | -7.05% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 4.15% | — | +8.18% | |
| 11 | VAW | Vanguard Materials ETF | ETF-其他 | 3.11% | — | -1.20% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.69% | — | -16.96% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.30% | — | +62.82% | |
| 14 | WEC | Wec Energy Group INC | 股票-公用事业 | 2.09% | — | +3.54% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.99% | — | -4.84% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.89% | — | -0.18% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.72% | — | -50.05% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.48% | — | -4.36% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | — | — | |
| 20 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.15% | — | +3.55% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | — | -17.32% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.11% | — | -7.61% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.02% | — | +5.44% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.98% | — | -12.81% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.94% | — | -7.84% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.80% | — | -1.63% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | -2.95% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.74% | — | -17.85% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.64% | — | -49.84% | |
| 30 | ASB | Associated Banc-corp | 股票-金融 | 0.57% | — | -11.56% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | -5.69% | |
| 32 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.49% | — | +1.76% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -24.31% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.38% | — | +98.45% | |
| 35 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.26% | — | +5.29% | |
| 36 | FIS | Fidelity National Info Serv | 股票-科技 | 0.24% | — | -47.50% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.20% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | -3.55% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.15% | — | — | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.14% | — | +0.23% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.14% | — | -1.86% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.13% | — | -17.96% | |
| 43 | BFC | Bank First CORP | 股票-其他 | 0.12% | — | -18.47% | |
| 44 | NIC | Nicolet Bankshares INC | 股票-其他 | 0.11% | — | — | |
| 45 | AAPL | Apple INC | 股票-科技 | 0.10% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | — | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.09% | — | +0.97% |