CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 225 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 | 11.30% | +0.25% | +1.74% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.99% | +0.03% | +9.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.53% | +0.03% | +28.44% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.45% | — | +5.41% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.22% | — | +21.78% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.03% | -3.29% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.07% | +0.03% | +3.76% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.04% | +1.54% | -44.30% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.96% | — | +45.12% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | — | +2.12% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.80% | -0.02% | -10.76% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.02% | -9.96% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.52% | +0.10% | -38.15% | |
| 14 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.51% | -0.09% | +62.12% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.36% | -0.36% | +46.42% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.34% | -1.16% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.16% | -4.33% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.26% | — | +2.23% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | +0.01% | +1.75% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.07% | — | -16.20% | |
| 21 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.04% | — | -0.04% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.03% | — | +8.78% | |
| 23 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.92% | — | -0.65% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.91% | +0.02% | -10.50% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | — | +0.05% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.87% | — | -0.28% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.02% | -2.63% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 0.85% | — | -4.70% | |
| 29 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.85% | — | +2.26% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.82% | — | -40.36% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.81% | — | +0.10% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.74% | — | -4.78% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.73% | +0.07% | +3.24% | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.71% | — | +3.25% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.65% | — | -46.99% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.16% | +0.85% | |
| 37 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.14% | -3.87% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | — | +7.48% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | +0.04% | +17.09% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | -0.15% | -5.02% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.61% | — | -3.73% | |
| 42 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.60% | — | +3.32% | |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.59% | — | +15.69% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.58% | +0.02% | -2.99% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | — | +3.73% | |
| 46 | AMP | Ameriprise Financial INC | 股票-金融 | 0.56% | — | -3.34% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.55% | — | +0.71% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | -3.74% | |
| 49 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.53% | — | -7.75% | |
| 50 | DE | Deere & Co | 股票-工业 | 0.52% | — | +4.96% |