CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 221 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 | 12.17% | +0.25% | +6.17% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.31% | — | -7.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.16% | +0.03% | -5.53% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.58% | -0.02% | -4.65% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.98% | — | -26.41% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.68% | -0.03% | -2.96% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | +1.54% | +7.11% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | +0.03% | +9.09% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.13% | — | +6.31% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.92% | +0.03% | -2.07% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.57% | — | -14.45% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | — | +4.06% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | +0.16% | +1843.06% | |
| 14 | FMB | First Trust Managed Municipa | ETF-其他 | 1.32% | — | +0.71% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.32% | +0.02% | -14.75% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.31% | — | -15.69% | |
| 17 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 1.29% | — | +125.84% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.27% | +0.02% | +36.77% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.26% | -0.36% | -5.19% | |
| 20 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.22% | — | +8.80% | |
| 21 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 1.21% | — | +1.56% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.18% | — | +2.71% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | +0.01% | -1.79% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.00% | — | -1.43% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.96% | — | +5.26% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.96% | — | +4.89% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.89% | — | +2.53% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.89% | — | -26.50% | |
| 29 | FISV | Fiserv INC | 股票-其他 | 0.83% | — | +0.21% | |
| 30 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.80% | — | +11.45% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.69% | — | -0.39% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.69% | — | -11.21% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.02% | -4.39% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.69% | — | -3.27% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.16% | -1.54% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | +1.38% | |
| 37 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.65% | — | +2.67% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.64% | -0.02% | -4.72% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.64% | +0.02% | +1.09% | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.63% | -0.14% | -2.13% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.63% | — | -15.52% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | -0.15% | -14.79% | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.62% | — | -4.02% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.60% | -0.11% | +2.39% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.60% | — | -0.15% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.60% | — | -1.95% | |
| 47 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.59% | — | +2.96% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.58% | — | -1.51% | |
| 49 | AMP | Ameriprise Financial INC | 股票-金融 | 0.57% | — | -2.22% | |
| 50 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.57% | — | +0.88% |