CIK: 0001581793
申报总市值
US$5.2亿
| # | 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 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 52.75% | — | +0.50% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 45.71% | — | +1.32% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +50.52% | |
| 4 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 0.23% | — | +36.62% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.20% | — | +68.97% | |
| 6 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.16% | — | +65.22% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.12% | — | +38.89% | |
| 8 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 0.10% | — | +7.87% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.10% | — | +10.26% | |
| 10 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.06% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.5% | +1.32% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.2% | +50.52% | 加仓 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +68.97% | 加仓 |
| 4 | EZM | Wisdomtree US Midcap Fund | +0.1% | +36.62% | 加仓 |
| 5 | EZU | Ishares Msci Eurozone ETF | +0.1% | +65.22% | 加仓 |
| 6 | EEM | Ishares Msci Emerging Market | 0% | +38.89% | 加仓 |
| 7 | SCZ | Ishares Msci Eafe Small-cap | 0% | +10.26% | 加仓 |
| 8 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | +7.87% | 加仓 |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | 0% | — | 不变 |
| 10 | KRE | Ss Spdr S&p Regional Bank | -2% | +0.50% | 加仓 |