CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 219 只）
| # | 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 | 6.21% | +1.54% | +8219.73% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.36% | +0.03% | +7.74% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.35% | — | -23.09% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 3.01% | +0.02% | +8.82% | |
| 5 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 2.88% | — | +2.89% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.54% | — | -15.58% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.47% | — | -1.62% | |
| 8 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.46% | — | -13.31% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.33% | — | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.21% | — | +2653.64% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.87% | +0.03% | +172.96% | |
| 12 | FISV | Fiserv INC | 股票-其他 | 1.86% | — | -8.63% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.72% | — | -10.24% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.69% | — | +6.85% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.41% | — | -20.68% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.36% | -0.36% | +7.06% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.36% | — | -9.42% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.33% | -0.02% | +322.34% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | +0.25% | +337.71% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.24% | — | -11.50% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.21% | — | +18.21% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | — | -1.81% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.09% | — | -38.03% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.02% | -3.55% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.04% | +0.02% | +54.55% | |
| 26 | ECL | Ecolab INC | 股票-原材料 | 1.02% | — | -1.37% | |
| 27 | ASB | Associated Banc-corp | 股票-金融 | 0.92% | -0.12% | -2.82% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.88% | — | +100.97% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.86% | — | +94.23% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.85% | — | +42.30% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.84% | +0.06% | -3.44% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.82% | — | -53.33% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.16% | +10.49% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.81% | — | -2.65% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | -11.90% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | +0.16% | +30.24% | |
| 37 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.80% | — | +11.05% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | -2.61% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | +0.01% | -8.35% | |
| 40 | FMB | First Trust Managed Municipa | ETF-其他 | 0.74% | — | +1561.52% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.74% | — | -58.73% | |
| 42 | INTC | Intel CORP | 股票-科技 | 0.73% | — | +2.98% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.69% | — | -52.63% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | +80.84% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.65% | — | +3.01% | |
| 46 | ALL | Allstate CORP | 股票-金融 | 0.64% | — | +2.88% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.64% | — | -1.57% | |
| 48 | AAPL | Apple INC | 股票-科技 | 0.63% | -0.03% | -21.57% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.63% | — | -42.38% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.61% | — | -32.70% |