CIK: 0000941519
申报总市值
US$3.5亿
仅显示前 200 大持股（共 253 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 16.03% | +0.93% | -9.96% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.72% | +0.06% | +447.38% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 5.87% | -0.55% | -0.05% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.78% | -0.14% | -19.63% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.39% | -0.32% | +120.82% | |
| 6 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 4.11% | -0.26% | -25.73% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.69% | -0.35% | +260.80% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 3.54% | -0.09% | +8.46% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.22% | +0.15% | -46.13% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.81% | -0.05% | -4.95% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.20% | — | -26.37% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.08% | -0.20% | -48.57% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.76% | +0.25% | -43.25% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-其他 | 1.53% | — | +63.31% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.47% | — | +813.04% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.42% | +0.14% | +105.69% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.41% | -0.11% | +17.33% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.27% | -0.53% | -35.56% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.27% | -0.58% | -34.62% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.25% | — | — | |
| 21 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.12% | — | -15.80% | |
| 22 | WEC | Wec Energy Group INC | 股票-公用事业 | 1.02% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.96% | -0.06% | -8.92% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.95% | — | -3.89% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.86% | — | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | — | -27.34% | |
| 27 | NIC | Nicolet Bankshares INC | 股票-其他 | 0.76% | +0.05% | -22.67% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.67% | -0.15% | +20.72% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.03% | -0.99% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -11.93% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | — | |
| 32 | T | At&t INC | 股票-通信服务 | 0.41% | — | -5.62% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | +0.03% | -12.88% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | +0.07% | -5.07% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.37% | — | +5.94% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.04% | -31.18% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.36% | — | -11.78% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | -0.04% | — | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.31% | — | -19.54% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | — | -41.60% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | — | -24.82% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.29% | — | — | |
| 43 | MMM | 3m Co | 股票-工业 | 0.29% | — | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.28% | — | -46.04% | |
| 45 | UTXZ | United Tech CORP | 股票-其他 | 0.27% | — | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.25% | — | -6.48% | |
| 47 | XEL | Xcel Energy INC | 股票-公用事业 | 0.23% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.23% | — | -16.23% | |
| 49 | ETN | Eaton Corporation plc | 股票-工业 | 0.23% | — | +11.09% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.22% | — | -85.81% |