CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 239 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 | 11.55% | +0.25% | -1.70% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.74% | +0.03% | +2.65% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.17% | -1.16% | +43.16% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 3.83% | +0.10% | +3.73% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.27% | +0.03% | +1.19% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.15% | -0.03% | +6.99% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.02% | -4.58% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.18% | +0.03% | +209.98% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | — | +8.98% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.95% | — | -2.31% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.91% | — | +2.64% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.65% | +0.16% | +0.12% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.50% | +0.01% | -0.52% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.50% | +0.07% | -1.57% | |
| 15 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.43% | — | +3.49% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.37% | +0.02% | +8.95% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.36% | -0.36% | +38.79% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.02% | +3.21% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | — | +0.29% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.03% | — | +59.87% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.00% | -0.02% | -5.83% | |
| 22 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.91% | — | +4.94% | |
| 23 | FISV | Fiserv INC | 股票-其他 | 0.88% | — | -4.08% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.88% | — | +0.14% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | — | +5.39% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.84% | — | +98.62% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.80% | — | -0.97% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | -0.15% | +3.03% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.74% | — | +0.15% | |
| 30 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.73% | -0.09% | -14.32% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.04% | +4.10% | |
| 32 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.67% | — | +10.58% | |
| 33 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.65% | — | +10.99% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.62% | +0.02% | -5.10% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.60% | — | +2.06% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | -2.06% | |
| 37 | MCK | Mckesson CORP | 股票-医疗保健 | 0.58% | -0.14% | +0.98% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.55% | — | +3.00% | |
| 39 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.53% | — | +14.54% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | +1901.32% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | -2.07% | |
| 42 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.50% | — | -0.36% | |
| 43 | AMP | Ameriprise Financial INC | 股票-金融 | 0.50% | — | -2.88% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.79% | +10.38% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.48% | +0.02% | +202.96% | |
| 46 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.48% | — | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.16% | -1.87% | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.45% | — | -1.17% | |
| 49 | ASB | Associated Banc-corp | 股票-金融 | 0.43% | -0.12% | — | |
| 50 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 0.42% | — | -0.33% |