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 | 9.80% | — | +3.53% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 9.47% | — | +2.15% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.16% | — | +1.81% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 5.68% | — | +3.49% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.10% | — | +37.91% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.88% | — | +0.13% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 4.79% | — | +12.67% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 4.74% | — | +3.29% | |
| 9 | TRPA | Hartford Aaa Clo ETF | ETF-其他 | 4.73% | — | -6.92% | |
| 10 | DFAI | Dimensional International Co | ETF-其他 | 4.68% | — | +22.00% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.41% | — | +2.69% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.28% | — | +9.09% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 3.15% | — | +65.21% | |
| 14 | FMB | First Trust Managed Municipa | ETF-其他 | 2.61% | — | +116.79% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.57% | — | +1.21% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.97% | — | -0.80% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.80% | — | -5.01% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.49% | — | +2.33% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.40% | — | +4.32% | |
| 20 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.28% | — | +0.94% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.09% | — | +0.57% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | — | +0.39% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | +1.85% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.88% | — | -2.09% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | — | +2.60% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | -3.11% | |
| 27 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.62% | — | -5.66% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.60% | — | -17.85% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.59% | — | -3.38% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.53% | — | -1.17% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +2.88% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.44% | — | -0.23% | |
| 33 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 0.43% | — | +19.13% | |
| 34 | VAW | Vanguard Materials ETF | ETF-其他 | 0.42% | — | -10.17% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.40% | — | +0.09% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.38% | — | +2.39% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.34% | — | +0.65% | |
| 38 | ASB | Associated Banc-corp | 股票-金融 | 0.30% | — | +2.77% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.29% | — | -0.64% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.28% | — | -42.54% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.25% | — | +42.57% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.22% | — | -5.32% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.20% | — | -2.86% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.20% | — | -10.47% | |
| 45 | BFC | Bank First CORP | 股票-其他 | 0.18% | — | +112.86% | |
| 46 | DFE | Wisdomtree Eur S/c Dividend | ETF-其他 | 0.18% | — | +14.31% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | -0.83% | |
| 48 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.16% | — | — | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.14% | — | — | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.13% | — | +206.64% |