CIK: 0001568069
申报总市值
US$3.1亿
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.17% | +0.37% | +8.91% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 5.14% | -0.15% | +26.37% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 4.77% | +0.04% | +5.89% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.96% | +0.23% | +1.18% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.90% | +0.22% | +0.63% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.86% | +0.80% | +15.78% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.60% | +0.12% | +0.58% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.78% | +0.29% | +2.11% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 2.66% | +0.48% | +6.70% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.56% | -0.39% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.54% | -0.13% | +24.68% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.51% | +0.15% | +2.18% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.14% | +0.75% | -2.09% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 2.13% | +0.88% | -2.56% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.93% | +0.35% | -5.32% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | -0.13% | +764.00% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.85% | -0.34% | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.75% | +0.07% | -13.94% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.73% | +0.47% | -11.83% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 1.66% | +0.49% | +4.34% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.66% | -0.69% | +1.56% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.64% | -0.70% | -0.49% | |
| 23 | IBND | State Street Spdr Bloomberg | ETF-其他 | 1.57% | +0.07% | -24.39% | |
| 24 | WIP | State Street Spdr Ftse Inter | ETF-其他 | 1.56% | — | -25.42% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.49% | -0.39% | +0.80% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.39% | -0.11% | -0.76% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.36% | — | — | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.36% | -0.17% | — | |
| 29 | EWU | Ishares Msci United Kingdom | ETF-其他 | 1.31% | +0.16% | +7.17% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 1.25% | -0.42% | +33.01% | |
| 31 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 1.22% | +0.33% | +15.36% | |
| 32 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.06% | — | — | |
| 33 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.99% | -0.29% | -7.00% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.97% | — | — | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.95% | — | — | |
| 36 | RWX | State Street Spdr Dow Jones | ETF-其他 | 0.92% | — | -9.33% | |
| 37 | VFH | Vanguard Financials ETF | ETF-其他 | 0.84% | — | +12.60% | |
| 38 | EWQ | Ishares Msci France ETF | ETF-其他 | 0.80% | — | -10.06% | |
| 39 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.73% | -0.24% | +6.27% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.70% | — | — | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.68% | — | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.66% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.65% | — | — | |
| 44 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 0.62% | — | -3.52% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.59% | — | -0.05% | |
| 46 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.58% | — | +16.85% | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.57% | — | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | +27.94% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.57% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | — | -17.15% |