CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 212 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.83% | +0.25% | +4.02% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 4.97% | +1.54% | -25.30% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.65% | — | -9.28% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.55% | +0.03% | +0.83% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.27% | — | +102.71% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.06% | -0.02% | +4.38% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.84% | +0.02% | +0.73% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.60% | — | +7.66% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.43% | -0.03% | +275.80% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.08% | +0.03% | -2.63% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.94% | +0.03% | +0.85% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.61% | +0.02% | +12.04% | |
| 13 | FMB | First Trust Managed Municipa | ETF-其他 | 1.45% | — | -0.77% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.37% | — | +3.72% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.35% | — | -5.32% | |
| 16 | ARKK | Ark Innovation ETF | ETF-其他 | 1.35% | — | +1.64% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.35% | — | +11.54% | |
| 18 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.30% | — | +8.67% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.29% | — | -11.07% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.27% | — | +75.42% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | — | -1.62% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.15% | -0.36% | +60.72% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | -0.02% | -2.58% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | +0.16% | -1.86% | |
| 25 | FISV | Fiserv INC | 股票-其他 | 1.12% | — | -9.77% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.06% | — | -4.60% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.95% | — | -0.79% | |
| 28 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.93% | — | +48.02% | |
| 29 | TGT | Target CORP | 股票-周期性消费 | 0.91% | — | -1.86% | |
| 30 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 0.91% | — | -28.09% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | -0.15% | +2.04% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.85% | — | -2.01% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.84% | — | -1.01% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | +0.07% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | — | +13.45% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | +0.01% | -4.59% | |
| 37 | ECL | Ecolab INC | 股票-原材料 | 0.74% | — | -13.06% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.73% | — | -3.88% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | — | +3.72% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.72% | — | -3.76% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.69% | — | +1.34% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.02% | -11.98% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | — | -3.06% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.66% | — | -9.68% | |
| 45 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.64% | — | — | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.63% | — | -5.55% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.62% | — | -4.22% | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.61% | — | +4.51% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | +0.06% | -2.89% | |
| 50 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.60% | — | +5.11% |