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 | 34.72% | — | -14.66% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 30.57% | — | -12.13% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 12.13% | — | -12.51% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.54% | — | -16.59% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.28% | — | -13.38% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.80% | — | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.67% | — | +15.10% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 2.61% | — | -33.25% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.67% | — | +100.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +2.1% | -14.66% | 减仓 |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.9% | -12.13% | 减仓 |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +15.10% | 加仓 |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.6% | -13.38% | 减仓 |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | — | 不变 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +100.00% | 加仓 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -16.59% | 减仓 |
| 8 | BND | Vanguard Total Bond Market | +0.2% | -12.51% | 减仓 |
| 9 | VCLT | Vanguard Long-term CORP Bond | -0.7% | -33.25% | 减仓 |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | — | EXIT | 清仓 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | 清仓 |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | 清仓 |