CIK: 0001633903
申报总市值
US$3.3亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 32.88% | — | -35.90% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 18.50% | — | +3.86% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 16.10% | — | -41.82% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.86% | — | -83.46% | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 3.62% | — | -43.38% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.52% | — | — | |
| 7 | HEZU | Ishares Currency Hedged Msci | ETF-其他 | 3.42% | — | -13.42% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 2.96% | — | — | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 2.71% | — | -49.98% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.43% | — | -13.38% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.31% | — | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.09% | — | -4.56% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.88% | — | +1.11% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.44% | — | — | |
| 15 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 股票-其他 | 0.69% | — | -35.02% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.39% | — | — | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.20% | — | -95.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +8.6% | +3.86% | 加仓 |
| 2 | SCHB | Schwab US Broad Market ETF | +6.5% | -35.90% | 减仓 |
| 3 | HEZU | Ishares Currency Hedged Msci | +1.5% | -13.42% | 减仓 |
| 4 | IGLB | Ishares 10+ Year Inv Gr CORP | +1.3% | — | 不变 |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +1.1% | — | 不变 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.9% | -4.56% | 减仓 |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | +0.9% | +1.11% | 加仓 |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.9% | -13.38% | 减仓 |
| 9 | IXUS | Ishares Core Intl Stock ETF | +0.8% | -41.82% | 减仓 |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | +0.7% | -43.38% | 减仓 |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | +0.7% | — | 不变 |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | — | 不变 |
| 13 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | +0.1% | -35.02% | 减仓 |
| 14 | VCLT | Vanguard Long-term CORP Bond | -0.4% | -49.98% | 减仓 |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -2.3% | -95.53% | 减仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | -10.3% | -83.46% | 减仓 |
| 17 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 18 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建仓 |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | 清仓 |