CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 218 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 | 7.93% | +0.25% | -0.84% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 4.73% | +1.54% | +4.04% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.74% | +0.03% | +0.83% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.57% | — | +6.93% | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.22% | -0.02% | -0.15% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.22% | — | -5.93% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.68% | +0.02% | -5.31% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.56% | — | -1.48% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.43% | -0.03% | -4.76% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.08% | — | +54.19% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.06% | +0.03% | +1.21% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.69% | +0.03% | -23.06% | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.59% | — | -4.64% | |
| 14 | FMB | First Trust Managed Municipa | ETF-其他 | 1.45% | — | +7.07% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.43% | — | +14.23% | |
| 16 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.41% | — | +2.14% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.38% | +0.02% | -2.77% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.30% | — | +2.56% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.22% | — | -14.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.16% | +0.16% | -5.09% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.14% | -0.36% | -5.59% | |
| 22 | FISV | Fiserv INC | 股票-其他 | 1.10% | — | -2.33% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.10% | — | -1.71% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.05% | — | -2.02% | |
| 25 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.02% | — | +69.85% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | +5.29% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.94% | — | +1.99% | |
| 28 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.92% | — | +8.10% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.02% | -8.69% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | +14.94% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.87% | — | -6.86% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.83% | — | -28.34% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.79% | — | +29.82% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.79% | -0.15% | -4.57% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.02% | -7.66% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.75% | — | -2.81% | |
| 37 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 0.74% | — | -19.62% | |
| 38 | ECL | Ecolab INC | 股票-原材料 | 0.71% | — | -3.94% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.70% | — | +0.34% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | +0.01% | -2.73% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | — | -1.08% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.64% | — | -10.46% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.63% | — | -2.14% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | -10.96% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.61% | +0.06% | -4.38% | |
| 46 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.58% | — | +1.84% | |
| 47 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | -5.04% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | +2.37% | |
| 49 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.57% | — | -10.05% | |
| 50 | ASB | Associated Banc-corp | 股票-金融 | 0.56% | -0.12% | -3.76% |