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 | 47.08% | — | +1.38% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 18.38% | — | +5.97% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.02% | — | +1.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.65% | — | +2.19% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.98% | — | +5.82% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.26% | — | +3.79% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.01% | — | +2.78% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.18% | — | -0.27% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.07% | — | +8.85% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.96% | — | +5.92% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.15% | — | +5.08% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.25% | — | +309.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | 清仓 |
| 2 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 清仓 |
| 3 | VTV | Vanguard Value ETF | — | EXIT | 清仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 清仓 |
| 5 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | 清仓 |
| 6 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | 清仓 |
| 7 | EFA | Ishares Msci Eafe ETF | — | EXIT | 清仓 |
| 8 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 清仓 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | 清仓 |
| 10 | SCZ | Ishares Msci Eafe Small-cap | — | EXIT | 清仓 |
| 11 | IEMG | Ishares Core Msci Emerging | — | EXIT | 清仓 |
| 12 | VB | Vanguard Small-cap ETF | — | EXIT | 清仓 |
| 13 | ESGE | Ishares INC Ishares Esg Awar | — | EXIT | 清仓 |