CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 230 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 | 7.97% | +1.54% | +30.56% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.28% | — | +51.23% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.02% | +0.25% | +129.34% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.95% | +0.02% | -0.90% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.51% | — | +8.57% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.51% | — | +1.13% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.49% | +0.03% | -24.26% | |
| 8 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 2.45% | — | -14.05% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.02% | +0.03% | +8.02% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | — | -23.45% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.84% | -0.02% | +41.93% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.79% | — | -24.06% | |
| 13 | FISV | Fiserv INC | 股票-其他 | 1.74% | — | -5.37% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.64% | — | +88.87% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.61% | — | -2.42% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.60% | — | +82.33% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.33% | — | +10.91% | |
| 18 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 1.31% | — | +133.83% | |
| 19 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.24% | — | -10.99% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.23% | — | -62.03% | |
| 21 | FMB | First Trust Managed Municipa | ETF-其他 | 1.15% | — | +58.29% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.02% | -1.10% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.06% | — | -5.05% | |
| 24 | ECL | Ecolab INC | 股票-原材料 | 1.06% | — | -3.06% | |
| 25 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.05% | — | -13.79% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.99% | — | -41.27% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.99% | — | -24.43% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.97% | -0.36% | -26.38% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.97% | — | +26.41% | |
| 30 | ASB | Associated Banc-corp | 股票-金融 | 0.87% | -0.12% | — | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | -1.72% | |
| 32 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.85% | — | -18.24% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | — | +7.90% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | — | +4.11% | |
| 35 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.83% | — | +5.44% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.83% | +0.06% | -4.47% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.16% | -0.76% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | +0.01% | -1.06% | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.73% | — | +14.08% | |
| 40 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.72% | — | +5.98% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.69% | -0.03% | +10.10% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.16% | -2.75% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.68% | — | -13.15% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | +2.31% | |
| 45 | ALL | Allstate CORP | 股票-金融 | 0.65% | — | -1.80% | |
| 46 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.65% | — | -1.64% | |
| 47 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.64% | — | -19.52% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.64% | — | +3.57% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +9.95% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | — | -26.13% |