CIK: 0001666910
申报总市值
US$2.2亿
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 17.64% | +0.05% | +47.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.17% | -0.46% | -12.74% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.42% | -0.34% | -9.92% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 12.20% | — | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.01% | — | -1.52% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.81% | -0.70% | -14.05% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.13% | — | -35.46% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.29% | — | -4.52% | |
| 9 | ✓ | Powershares | 股票-其他 | 3.46% | — | +0.11% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.85% | — | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.91% | +0.04% | — | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.88% | +0.01% | +128.15% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.67% | — | -1.86% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.58% | — | -0.43% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.41% | -0.04% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | +0.02% | -10.71% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.19% | — | +4.67% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +4.6% | +47.95% | 加仓 |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +128.15% | 加仓 |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | +4.67% | 加仓 |
| 4 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.86% | 减仓 |
| 5 | BIV | Vanguard Intermediate-term B | -0.2% | -0.43% | 减仓 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -10.71% | 减仓 |
| 7 | ✓ | Powershares | -0.3% | +0.11% | 加仓 |
| 8 | VO | Vanguard Mid-cap ETF | -0.4% | -1.52% | 减仓 |
| 9 | AGG | Ishares Core U.s. Aggregate | -0.6% | -4.52% | 减仓 |
| 10 | IWF | Ishares Russell 1000 Growth | -1.4% | -14.05% | 减仓 |
| 11 | IWV | Ishares Russell 3000 ETF | -1.8% | -9.92% | 减仓 |
| 12 | IVV | Ishares Core S&p 500 ETF | -2.5% | -12.74% | 减仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | -3.1% | -35.46% | 减仓 |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | 清仓 |
| 15 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | 新建仓 |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | 新建仓 |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建仓 |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | 新建仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |