CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 223 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 | 11.63% | +0.25% | -6.38% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.97% | +0.03% | +17.86% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.57% | — | +4.59% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.13% | -0.02% | -19.13% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.68% | — | -6.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.37% | +0.03% | +1.21% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.34% | -0.03% | -2.32% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.23% | +1.54% | -2.74% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.98% | +0.03% | +1.28% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.79% | +0.10% | +1031.37% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.54% | — | -30.16% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.49% | — | -0.13% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | — | +7.14% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.28% | -0.36% | -5.16% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | — | -3.67% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.21% | +0.02% | -12.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.19% | +0.16% | -0.88% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.17% | — | +3.33% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.14% | — | -2.32% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 1.00% | — | +294.22% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.99% | — | +118.28% | |
| 22 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.95% | — | +2.88% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.94% | — | -3.45% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.92% | — | -13.89% | |
| 25 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.89% | — | -28.14% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.02% | +4.35% | |
| 27 | FMB | First Trust Managed Municipa | ETF-其他 | 0.85% | — | -34.48% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 0.84% | — | -2.26% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | +0.01% | +3.64% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.16% | -0.26% | |
| 31 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.79% | -0.09% | — | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.79% | — | -2.41% | |
| 33 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.78% | — | +0.35% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | — | -15.43% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.77% | — | -18.53% | |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.75% | — | +521.87% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.02% | -0.96% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | +2.07% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.69% | -0.11% | +3.85% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | -2.09% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.65% | — | -6.96% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | -0.15% | -1.52% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.64% | — | -5.36% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.62% | — | -7.65% | |
| 45 | ASB | Associated Banc-corp | 股票-金融 | 0.61% | -0.12% | +1.54% | |
| 46 | AMP | Ameriprise Financial INC | 股票-金融 | 0.61% | — | -9.18% | |
| 47 | MCK | Mckesson CORP | 股票-医疗保健 | 0.61% | -0.14% | -7.79% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.60% | — | +0.12% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.59% | — | +3.63% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.58% | — | +8.42% |