CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 232 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 | 11.21% | +0.25% | -1.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.51% | +0.03% | +8.29% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.65% | +0.03% | -14.71% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.97% | +1.54% | +94.30% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.57% | — | +10.86% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.85% | +0.10% | +87.13% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.67% | -0.03% | -1.28% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.06% | +0.03% | -0.58% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.88% | — | -45.75% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | — | -3.54% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.72% | -0.02% | -3.83% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | -0.02% | -5.34% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.56% | — | -20.44% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | +0.16% | +1.51% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.41% | -1.16% | +5.09% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.27% | — | -1.88% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.25% | — | +15.25% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | +0.01% | -2.60% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.04% | — | +1.38% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.00% | — | -6.07% | |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.99% | — | +11.03% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.93% | -0.36% | -31.07% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.93% | — | +2.19% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.93% | — | +5.47% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.02% | +0.66% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.88% | +0.02% | -6.14% | |
| 27 | FISV | Fiserv INC | 股票-其他 | 0.79% | — | -0.70% | |
| 28 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.78% | — | +7.98% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.77% | — | -1.09% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | — | -5.70% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.74% | — | -5.58% | |
| 32 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 0.73% | — | — | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.72% | +0.07% | -0.53% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.71% | — | +3.91% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.04% | +7.95% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.16% | -8.39% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | -0.15% | -1.52% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.64% | -0.14% | -3.25% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.62% | — | +4.03% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | -0.65% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.59% | -0.11% | -2.61% | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | -1.48% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.58% | — | -2.97% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.56% | +0.02% | -3.99% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -10.55% | |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.54% | — | +216.89% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.52% | — | -0.04% | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.52% | — | -4.27% | |
| 49 | DHR | Danaher CORP | 股票-医疗保健 | 0.52% | — | -1.88% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | -2.31% |