CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 233 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 | 11.83% | +0.25% | -0.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.52% | +0.03% | +19.50% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.66% | +0.03% | -22.31% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.63% | +0.10% | +8.04% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.93% | -1.16% | -2.14% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.82% | -0.03% | +1.42% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | -0.02% | -5.52% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.14% | — | +2.00% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.12% | +0.03% | -1.81% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | — | +4.87% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.86% | — | -1.84% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.53% | +1.54% | +1.85% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.49% | — | -2.76% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | +0.16% | +2.29% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.35% | +0.02% | +6.19% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | +0.01% | +3.56% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.20% | -0.02% | -6.19% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.16% | +0.07% | +914.86% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.16% | — | -33.14% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.10% | -0.36% | -4.46% | |
| 21 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.03% | -0.09% | +3.78% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | -0.90% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.97% | — | -2.22% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 0.94% | — | -1.38% | |
| 25 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.90% | — | +2.84% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | -5.21% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.90% | — | +5.39% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | — | +1.18% | |
| 29 | FISV | Fiserv INC | 股票-其他 | 0.83% | — | -4.72% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.71% | — | -2.04% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.04% | +4.44% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.67% | -0.15% | -3.99% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.67% | +0.02% | -4.92% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.67% | — | -0.25% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.64% | — | +7.57% | |
| 36 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.64% | — | +6.48% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | +2.35% | |
| 38 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.62% | — | +8.15% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.57% | — | -0.53% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | — | +7.37% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.79% | +5.72% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | -3.62% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.51% | — | -1.48% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.51% | -0.14% | -5.19% | |
| 45 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.50% | — | +5.71% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.16% | +3.07% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | — | -0.99% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | +0.02% | -4.86% | |
| 49 | AMP | Ameriprise Financial INC | 股票-金融 | 0.46% | — | -5.99% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.46% | — | -1.80% |