CIK: 0001352547
申报总市值
US$18.1亿
仅显示前 200 大持股（共 256 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 | 13.14% | +0.25% | +0.02% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 9.91% | +0.03% | -2.55% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.32% | -1.16% | -19.02% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.06% | +0.03% | +3.37% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | -0.02% | -1.94% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.97% | -0.03% | +7.71% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | — | +2.50% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.16% | +0.10% | -3.96% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.05% | +0.03% | -2.58% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.84% | +0.07% | +3.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.16% | +0.43% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.74% | — | +8.35% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 1.65% | +1.54% | +744.61% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.02% | +14.96% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.38% | — | +1.44% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.33% | +0.02% | +10.40% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.31% | -0.36% | -20.02% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.29% | — | +0.56% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | +0.01% | +0.42% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | — | +0.95% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | — | +60.97% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.96% | -0.02% | -5.17% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | — | -0.12% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.90% | — | +2.36% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | -0.15% | +5.06% | |
| 26 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.70% | — | -5.22% | |
| 27 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.70% | -0.09% | +2.57% | |
| 28 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.68% | — | +5.08% | |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.67% | — | +3.26% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.04% | -1.40% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | -1.39% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | -1.39% | |
| 33 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.63% | — | +3.88% | |
| 34 | MCK | Mckesson CORP | 股票-医疗保健 | 0.60% | -0.14% | -4.31% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.57% | — | -4.25% | |
| 36 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.57% | — | +4.62% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.55% | +0.02% | -1.29% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.54% | +0.02% | -3.78% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.54% | +0.02% | -2.90% | |
| 40 | FISV | Fiserv INC | 股票-其他 | 0.53% | — | +12.62% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.52% | — | -6.80% | |
| 42 | GE | General Electric | 股票-工业 | 0.52% | +0.08% | +0.64% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.51% | — | +25.24% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | +0.79% | +4.04% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | — | +13.97% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | -1.19% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | +0.93% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.46% | +0.10% | +22.36% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.16% | +0.50% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | -12.45% |