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 | 27.93% | — | -5.63% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 24.45% | — | +11.80% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 14.92% | — | +2.62% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.87% | — | -5.50% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.33% | — | +0.04% | |
| 6 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 3.18% | — | +4.58% | |
| 7 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 3.16% | — | +3.48% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.13% | — | — | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.47% | — | -4.80% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 2.46% | — | +14.73% | |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 2.32% | — | -17.78% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.15% | — | +40.37% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.49% | — | — | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.19% | — | -26.50% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.00% | — | -41.34% | |
| 16 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 股票-其他 | 0.77% | — | — | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.19% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +1.8% | +11.80% | 加仓 |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +0.5% | +40.37% | 加仓 |
| 3 | VCLT | Vanguard Long-term CORP Bond | +0.2% | +14.73% | 加仓 |
| 4 | HAWX | Ishares Cur Hdg Msci Acwi-x | 0% | +3.48% | 加仓 |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | — | 不变 |
| 6 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 0% | — | 不变 |
| 7 | EZU | Ishares Msci Eurozone ETF | -0.1% | +4.58% | 加仓 |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | — | 不变 |
| 9 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.04% | 加仓 |
| 10 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -4.80% | 减仓 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -5.50% | 减仓 |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | -0.6% | -26.50% | 减仓 |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.7% | -17.78% | 减仓 |
| 14 | BND | Vanguard Total Bond Market | -0.7% | +2.62% | 加仓 |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | -0.8% | -41.34% | 减仓 |
| 16 | SCHB | Schwab US Broad Market ETF | -2% | -5.63% | 减仓 |
| 17 | QUAL | Ishares Msci USA Quality Fac | — | NEW | 新建仓 |