مقارنة المديرين

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المدير أ المدير ب

Northwestern Mutual Wealth Management Co ⇄ Wealth Enhancement Advisory Services, Llc

60مراكز مشتركة

61.6%التداخل في الأسماء (Jaccard)

15+فقط Northwestern…

15+فقط Wealth…

محتفظات مشتركة · Q2 2026

الورقة المالية	Northwestern Mutual… الوزن	Wealth Enhancement… الوزن
IVV iShares Core S&P 500 ETF	14.0%	6.1%
IJH iShares Core S&P Mid-Cap…	5.5%	0.2%
BND Vanguard Total Bond…	5.5%	0.1%
SCHF Schwab International…	4.6%	0.3%
VWO Vanguard FTSE Emerging…	2.5%	1.5%
IJR iShares Core S&P…	3.5%	0.4%
AAPL Apple Inc.	0.6%	3.1%
AGG iShares Core U.S.…	0.7%	2.7%
RSP Invesco S&P 500 Equal…	3.2%	0.1%
SPY State Street SPDR S&P 500…	2.5%	0.7%
AVLV Avantis U.S. Large Cap…	1.6%	1.4%
NVDA NVIDIA Corporation	0.6%	2.2%
VEA Vanguard FTSE Developed…	2.5%	0.3%
FBND Fidelity Total Bond ETF	2.5%	0.0%
IEFA iShares Core MSCI EAFE ETF	1.9%	0.3%
MSFT Microsoft Corporation	0.5%	1.6%
VOO Vanguard S&P 500 ETF	1.2%	0.7%
TLT iShares 20+ Year Treasury…	1.8%	0.0%
QQQ Invesco QQQ Trust, Series…	1.2%	0.5%
AMZN Amazon.com, Inc.	0.5%	1.3%
GOOGL Alphabet Inc.	0.4%	1.2%
FNDF Schwab Fundamental…	0.2%	1.4%
IQLT iShares MSCI Intl Quality…	1.6%	0.0%
USVM VictoryShares US Small…	0.0%	1.4%
JMOM JPMorgan U.S. Momentum…	0.0%	1.4%
IMTM iShares MSCI Intl…	0.0%	1.2%
VTEB Vanguard Tax-Exempt Bond…	1.0%	0.1%
SCHX Schwab U.S. Large-Cap ETF	0.6%	0.6%
VO Vanguard Morningstar…	1.0%	0.1%
DFIV Dimensional -…	1.0%	0.1%
IEMG iShares Core MSCI…	0.9%	0.2%
VTV Vanguard Morningstar…	0.6%	0.5%
MU Micron Technology, Inc.	0.1%	1.0%
QQQM Invesco NASDAQ 100 ETF	0.6%	0.4%
VNQ Vanguard Real Estate ETF	0.9%	0.2%
AVDE Avantis International…	0.2%	0.8%
SPHQ Invesco S&P 500 Quality…	0.1%	0.9%
GOVT iShares U.S. Treasury…	0.0%	1.0%
VUG Vanguard Morningstar…	0.5%	0.4%
IUSB iShares Core Universal…	0.8%	0.1%
JPM JPMorgan Chase & Co.	0.2%	0.7%
USMV iShares MSCI USA Min Vol…	0.1%	0.8%
AVGO Broadcom Inc.	0.2%	0.6%
UYLD Angel Oak Ultrashort…	0.0%	0.8%
GOOG Alphabet Inc.	0.2%	0.6%
JNJ Johnson & Johnson	0.1%	0.7%
VIG Vanguard Dividend…	0.2%	0.5%
BRK-B Berkshire Hathaway Inc.	0.1%	0.6%
AMAT Applied Materials, Inc.	0.2%	0.5%
LRCX Lam Research Corporation	0.1%	0.5%
CGDV Capital Group Dividend…	0.6%	0.1%
MUB iShares National Muni…	0.5%	0.1%
BIV Vanguard…	0.5%	0.1%
SPYM State Street SPDR…	0.3%	0.4%
SCHH Schwab U.S. REIT ETF	0.6%	0.0%
VV Vanguard Morningstar…	0.5%	0.1%
VTI Vanguard Morningstar…	0.2%	0.4%
GSLC Goldman Sachs ActiveBeta…	0.5%	0.1%
META Meta Platforms, Inc.	0.2%	0.4%
DYNF iShares U.S. Equity…	0.6%	0.0%

بشكل مميز Northwestern Mutual…

BCTK	0.0%
HMOP	0.0%
UBND	0.0%
BDVL iShares Disciplined…	0.0%
ILOW Alliance Bernstein -…	0.0%
FLQM Franklin U.S. Mid Cap…	0.0%
DIVI	0.0%
IBHI	0.0%
SRVR	0.0%
BALI	0.0%
IBHH	0.0%
CSRE	0.0%
QGRO American Century U.S.…	0.0%
PWRD TCW Transform Systems…	0.0%
CDL	0.0%

بشكل مميز Wealth Enhancement…

SMTH ALPS Funds Smith Core…	2.1%
FLIA	0.4%
BRIF	0.2%
TXUE	0.1%
ENDW	0.1%
ONOF	0.1%
JSI	0.1%
ESUM	0.1%
ACYN	0.1%
CGV	0.1%
OAKM	0.0%
INCM	0.0%
PINK	0.0%
FNGS	0.0%
OAIM	0.0%

المصدر: تُحسب نسبة التداخل مباشرةً من مراكز الأسهم العادية المُحللة لكلا المديرَين لـ Q2 2026. المراكز الطويلة المُبلَّغ عنها فحسب — التحوطات والأصول غير الخاضعة لـ 13F غير مرئية. المنهجية