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 | 40.24% | — | -33.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 21.37% | -12.73% | -31.82% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 17.01% | — | -32.18% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 15.35% | — | +24.25% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.03% | +12.73% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +5.8% | +24.25% | 加仓 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.4% | — | 不变 |
| 3 | IEMG | Ishares Core Msci Emerging | -1.3% | -32.18% | 减仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | -2.9% | -31.82% | 减仓 |
| 5 | VNQ | Vanguard Real Estate ETF | -3% | -33.05% | 减仓 |