CIK: 0001729242
申报总市值
US$2.3亿
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 43.24% | — | -5.83% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 24.25% | -12.73% | -28.55% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 18.32% | — | -9.18% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 9.51% | — | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.67% | +12.73% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +12.2% | -5.83% | 减仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +4.6% | -9.18% | 减仓 |
| 3 | ACWI | Ishares Msci Acwi ETF | +3.4% | — | 不变 |
| 4 | IVV | Ishares Core S&p 500 ETF | +3% | -28.55% | 减仓 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | -12.5% | -82.00% | 减仓 |
| 6 | EWJ | Ishares Msci Japan ETF | — | EXIT | 清仓 |