CIK: 0001614775
申报总市值
US$2622.4万
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 49.93% | +0.23% | +3.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.73% | +6.01% | -2.59% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.84% | — | +131.08% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.60% | — | +133.45% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 7.50% | — | -66.42% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 7.48% | — | +137.37% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.39% | — | +0.35% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.43% | +4.84% | +0.73% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.09% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +4.5% | +131.08% | 加仓 |
| 2 | VO | Vanguard Mid-cap ETF | +4.3% | +133.45% | 加仓 |
| 3 | VB | Vanguard Small-cap ETF | +4.3% | +137.37% | 加仓 |
| 4 | EFA | Ishares Msci Eafe ETF | +1.5% | +3.18% | 加仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.59% | 减仓 |
| 6 | IWM | Ishares Russell 2000 ETF | 0% | +0.73% | 加仓 |
| 7 | MDY | State Street Spdr S&p Midcap | — | +0.35% | 加仓 |
| 8 | SCHD | Schwab U.S. Dividend Equity ETF | -14.4% | -66.42% | 减仓 |
| 9 | GLD | Spdr Gold Shares | — | EXIT | 清仓 |
| 10 | IAUUSD | Ishares Gold Trust | — | NEW | 新建仓 |
| 11 | EEM | Ishares Msci Emerging Market | — | EXIT | 清仓 |