CIK: 0001550228
申报总市值
US$3.7亿
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 28.88% | -3.10% | +1.32% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 28.58% | -3.22% | +3.69% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 10.39% | -0.66% | +3.48% | |
| 4 | ✓ | Zillow Group, Inc. | 股票-其他 | 6.05% | — | +0.00% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.82% | -0.26% | +1.15% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.81% | -0.42% | — | |
| 7 | ✓ | Zillow Group INC | 股票-其他 | 3.06% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.97% | -0.25% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.35% | -0.90% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | -0.08% | -9.93% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.04% | -0.09% | +1.61% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.01% | -0.20% | — | |
| 13 | ✓ | Flexshares Trust Morningstar G | 股票-其他 | 0.95% | — | +9.30% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.90% | -0.13% | -17.12% | |
| 15 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.75% | +4.44% | NEW | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.74% | -0.16% | +24.05% | |
| 17 | ✓ | Tesla, Inc. | 股票-其他 | 0.46% | — | — | |
| 18 | IEV | Ishares Europe ETF | ETF-其他 | 0.45% | — | — | |
| 19 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.45% | — | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.43% | -0.03% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | -0.03% | — | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.30% | -0.03% | -34.69% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.26% | -0.05% | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.24% | — | — | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.24% | — | — | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.21% | — | — | |
| 28 | ✓ | Blackrock Enhanced Equity Di | 股票-其他 | 0.15% | — | +4.06% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.12% | -0.01% | — | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.11% | — | — | |
| 31 | ✓ | Etsy | 股票-其他 | 0.10% | — | — | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.10% | — | — | |
| 34 | ✓ | Corporate Ppty Assoc17 Glbal I | 股票-其他 | 0.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +1.4% | +3.69% | 加仓 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +3.48% | 加仓 |
| 3 | PHYS | Sprott Physical Gold Trust | +0.2% | +30.64% | 加仓 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.1% | +24.05% | 加仓 |
| 5 | ✓ | Tesla, Inc. | +0.1% | — | 不变 |
| 6 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.15% | 加仓 |
| 8 | ✓ | Flexshares Trust Morningstar G | 0% | +9.30% | 加仓 |
| 9 | EFA | Ishares Msci Eafe ETF | 0% | — | 不变 |
| 10 | IAUUSD | Ishares Gold Trust | 0% | +1.61% | 加仓 |
| 11 | EEM | Ishares Msci Emerging Market | 0% | — | 不变 |
| 12 | DIS | Walt Disney Co/the | 0% | — | 不变 |
| 13 | IEV | Ishares Europe ETF | — | — | 不变 |
| 14 | VXUS | Vanguard Total Intl Stock | — | — | 不变 |
| 15 | ✓ | Blackrock Enhanced Equity Di | — | +4.06% | 加仓 |
| 16 | EWC | Ishares Msci Canada ETF | — | — | 不变 |
| 17 | VB | Vanguard Small-cap ETF | — | — | 不变 |
| 18 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | — | 不变 |
| 19 | UNH | Unitedhealth Group INC | 0% | — | 不变 |
| 20 | VTV | Vanguard Value ETF | 0% | — | 不变 |
| 21 | ✓ | Corporate Ppty Assoc17 Glbal I | 0% | — | 不变 |
| 22 | MSFT | Microsoft CORP | 0% | -0.90% | 减仓 |
| 23 | ✓ | Etsy | 0% | — | 不变 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | — | 不变 |
| 25 | AGG | Ishares Core U.s. Aggregate | 0% | — | 不变 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.32% | 加仓 |
| 27 | AMZN | Amazon.com INC | -0.1% | -34.69% | 减仓 |
| 28 | IWB | Ishares Russell 1000 ETF | -0.1% | -9.93% | 减仓 |
| 29 | IWV | Ishares Russell 3000 ETF | -0.2% | -17.12% | 减仓 |
| 30 | BND | Vanguard Total Bond Market | -0.3% | — | 不变 |
| 31 | ✓ | Zillow Group INC | -0.5% | — | 不变 |
| 32 | ✓ | Zillow Group, Inc. | -1% | +0.00% | 加仓 |
| 33 | AAPL | Apple INC | — | EXIT | 清仓 |
| 34 | UNP | Union Pacific CORP | — | NEW | 新建仓 |
| 35 | CSCO | Cisco Systems INC | — | NEW | 新建仓 |