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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 46.90% | — | +1.43% | |
| 2 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 21.43% | — | +1.10% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.18% | — | +6.99% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.69% | — | +32.46% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.36% | — | -1.11% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.09% | — | +8.34% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.92% | — | +1.93% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 2.76% | — | +10.51% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.72% | — | +14.25% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.54% | — | +26.29% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.35% | — | -0.43% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.10% | — | +13.96% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.94% | — | -2.02% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.03% | — | +9.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +32.46% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +26.29% | 加仓 |
| 3 | VTV | Vanguard Value ETF | +0.3% | +6.99% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +14.25% | 加仓 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +8.34% | 加仓 |
| 6 | EZM | Wisdomtree US Midcap Fund | +0.2% | +10.51% | 加仓 |
| 7 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +13.96% | 加仓 |
| 8 | ESGE | Ishares INC Ishares Esg Awar | — | +9.22% | 加仓 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.43% | 减仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.02% | 减仓 |
| 11 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.93% | 加仓 |
| 12 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -1.11% | 减仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | -0.8% | +1.43% | 加仓 |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd INC | -1% | +1.10% | 加仓 |