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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.05% | -0.46% | +1.02% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 12.98% | -0.34% | -0.42% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 12.73% | +0.01% | — | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 12.49% | — | -2.51% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 11.29% | +0.05% | -1.43% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.53% | -0.70% | -1.77% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.52% | — | +0.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.01% | — | +60.74% | |
| 9 | ✓ | PowerShares FTSE RAFI US 1000 Portfolio | 股票-其他 | 2.55% | — | — | |
| 10 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 2.11% | — | -44.08% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.82% | -0.04% | -14.48% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.82% | +0.04% | -26.44% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.66% | — | -11.40% | |
| 14 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 股票-金融 | 1.60% | — | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.56% | +0.02% | +46.21% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.20% | — | — | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.60% | — | — | |
| 18 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | — | — |